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Documents can either be internally generated and completed by customers or employees, or they can be any kind of document with information on it, such as bank statements, pay stubs, invoices, tax forms, basically any kind of document or image sent in by a customer.
However, with recent technological advancements, Artificial Intelligence (AI) and Machine Learning (ML) capabilities have become infused in all sorts of tools, and CRMs are no exception. Because of the data-backed content, such campaigns will likely have higher conversion rates.
As businesses generate and handle more complex, unstructureddata than ever, the cracks in these legacy approaches are beginning to show. Inability to Handle UnstructuredData Perhaps the biggest limitation is that legacy OCR/RPA expect structured, predictable inputs, forms that match templates, screens that stay the same.
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