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3 Mistakes You’re Making With Approval Flows (& How to Fix Them)

3 Mistakes You’re Making With Approval Flows (& How to Fix Them)

by Erika | Aug 20, 2024 | Document Automation Tips

Let’s be real – approval flows can be a nightmare. They’re slow, they’re clunky, and sometimes it feels like you need a crystal ball to predict when you’ll get that final sign-off. But what if I told you that most of the headaches you’re experiencing come down...
The Risks and Rewards of AI Document Management

The Risks and Rewards of AI Document Management

by Erika | Aug 1, 2024 | Document Automation Tips

Organizations of all kinds want to streamline operations, cut costs, and boost efficiency. One of the best ways to do this is through artificial intelligence (AI) document management. These smart systems not only automate boring tasks, but also provide insights that...
From Startup to Enterprise: How Intelligent Document Processing with Experlogix Can Scale With You

From Startup to Enterprise: How Intelligent Document Processing with Experlogix Can Scale With You

by Erika | Jul 26, 2024 | Document Automation Tips

In the coming years, every business will need to master intelligent document processing. This technology is essential for improving operational efficiency. It’s quickly transitioning from a nice-to-have to a must-have. Soon, intelligent document processing will...
Salesforce Contract Management Software: What it is and Why it Matters

Salesforce Contract Management Software: What it is and Why it Matters

by Erika | Jul 22, 2024 | Digital Transformation, Document Automation Tips

If your team’s still managing contracts in shared drives and chasing signatures over email, it’s not just inefficient—it’s a compliance risk. Salesforce contract management software automates and secures every step from draft to sign-off, eliminating manual...
Power Automate Flows: 7 Types + How to Use Them

Power Automate Flows: 7 Types + How to Use Them

by Erika | Jun 26, 2024 | Document Automation Tips

On any given day, your team is juggling data entry, report generation, and campaign management—each task a series of repetitive processes that need to be carried out over and over again. If your team often finds themselves bogged down by these mind-numbing processes,...
Document Generation in Salesforce: Everything You Need to Know

Document Generation in Salesforce: Everything You Need to Know

by Erika | Jun 11, 2024 | Document Automation Tips

Sales teams around the world use Salesforce to organize prospect information, communicate with customers, and otherwise streamline the sales process. Some might even say that Salesforce is the “secret weapon” in their selling arsenal. This statement really...
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