Vanguard EliteWord Automated Correspondence
Every business talks about automating the email process to pursue prospects and generate sales, so why do all the top automation platforms lack the ability for you to manage the most important part of that process: the correspondence of actual business? Vanguard Systems create EliteWord to be the solution your business is looking for when it comes to templatizing and automating the process of generating the documents you need to keep business and clients on track. Our platform enables you to build and execute on the files and notices you need most through a simple template creation in Microsoft Word and integration with all the systems your business already has in place. It’s the simple and effective way to manage daily operations as you scale and grow with new customers each quarter.
Automated Management in Four Easy Steps
EliteWord was designed to get you up and running in a matter of minutes and can quickly expand to meet the different business requirements unique to running your operations. Our engineers have distilled the process to four direct steps for automating your business correspondence:
- Create your template in Microsoft Word and name it accordingly. Our platform works with all features of Word, including the incorporation of images, charts, cells and more.
- Link that Word template to your database file that contains the information you’ll need to fill out the common blanks in the template.
- Tag database fields to be used with your template, supporting all definable fields found within your database file.
- Use our simple UI to define the auto-processing options for EliteWord to create your finalized form.
We’ve supported companies who wanted to automate processes around thanking new customers, customer agreements, providing past-due notices and creating the other common pieces of business paperwork that take up your team’s time.
Full Automation Through Integration
When your new documents are created for a customer, Vanguard Systems can also help you deliver them in the required format with the necessary options and security to operate as you see fit. We’ll help you create Word or PDF documents that can be printed, emailed or even faxed through our companion programs in the Vanguard EliteSuite, such as the EliteForm, EliteMail and EliteFax modules. Every system communicates with the other effortlessly and features an intuitive UI that allows your team to automate processes and run tests to verify success before any mission-critical correspondence is sent. Many of the accounting and management software packages that are sold to small and mid-sized businesses can generate broad forms but lack the automation tools required to let you run an appropriately sized team and complete all the daily tasks of running a business. And, unlike many of those same systems, you can completely customize EliteWord templates to suit your needs. Don’t settle with a boxy, disjointed form that has your service provider’s logo stuck at the bottom and distracts from your business need — like getting paid for a job well done. Create fields and forms that reinforce your brand and highlight your commitment to quality each and every time you interact with your customers. Learn more about the Vanguard ECM solutions for businesses just like yours here.
See How Vanguard Systems Software Works Today
The best way to see how Vanguard Systems software works to protect and maximize the efficiency of your business is to see it in action for yourself. We want every business to be able to benefit from our services, so we’re happy to offer a free, no-risk, no-obligation demonstration of what we can do. To schedule your demo or discuss ID Protect or any of our other software applications, call 800-445-1418 or contact us online now.