Types of Digital Documents That Can Be Sent Through A Communication Management Platform

Customer communication management (CCM) solutions allow you to seamlessly deliver context-rich communication, and can become a valuable tool for customer engagement. With communications management software you can basically create digital documents quickly and share it with customers periodically or on-demand. There are many instances where you may have to send digital documents to the customers, if for nothing else then at least to send a statement or invoice. Managing and swiftly sending documents is the core aspect of CCM.

The types of digital documents that can be sent through a Communication management platform are many, such as:

• Structured Documents: Such types are documents are likely to be the ones used most by your company. Structured documents basically imply to the digital documents that are formatted, scheduled and hardly need any changes. A CCM software typically provide you with ideal templates for these documents, and automatically pull information from your servers about your customers to fill out the PDF. These documents include statements, invoices and bills.
• Batch Documents: Business communication often requires PDFs with several hundreds of pages, such as reports, contracts, and invoices. Such high-volume documents may have to be sent several recipients, based on their preferred schedule and channel. Without a robust customer communication management process in place, overseeing such a process can be quite overwhelming. Moreover, handling documents with too many pages also increases the likelihood of human error. CCM software do not have any restriction on the number of pages. Hence, through them, you can create and send high volume PDFs without a hassle. CCM software also allows you to authenticate crucial data transfers with digital signatures.
• On-demand documents: A lot of companies may have situations when it requires digital documents to be created on the fly, such as sending movie tickets to the customers. CCM solutions facilitates a friction less process for creating on-demand documents, which are ideally triggered by requests from multiple incoming channels like the web, app, email and so on. On-demand document creation might be automated or done manually.

Using a powerful Client communication management software, would do away with the need for sharing your subscriber data with several vendors, in order to generate and send PDF documents over varied channels. It allows CCM software would enable you to feed the customer data in raw format (CSV, TXT, JSON) and subsequently generate statements, reports, or other digital documents, as per the predefined template and the mapping logic.