Nanonets

APRIL 8, 2024

ERP software, including Odoo ERP, is essential for business management because it unifies what would otherwise be siloed systems requiring duplicate manual data entry into a single database.    CRM, Sales-Related Apps, and Helpdesk Odoo provides a CRM module for tracking leads and customer interactions.

CRM

Nanonets

JUNE 8, 2023

Introduction to Airtable Airtable is a versatile tool that integrates the simplicity of a spreadsheet with the power of a database, and has dramatically altered the landscape of collaborative work. One key feature that stands out in Airtable is its powerful relational database functionality. What is Airtable good at?

Database

Nanonets

MAY 7, 2024

The following lead generation methods are classified as cold outreach strategies: Purchasing a database : Some organizations specialize in collecting and maintaining business databases. They usually maintain records for multiple contacts within an organization, and you can purchase this database depending on your requirements.

Database

Nanonets

MAY 10, 2023

For instance, collaborative tools, inboxes that are shared, and databases. If they are accustomed to your system, check to see if they are aware of the stages in the optimized workflow and are comfortable carrying it out. Check for integrations before you make a final decision. List every possible input route.

Automation

Nanonets

DECEMBER 21, 2023

This involves checking the customer's information for accuracy, ensuring the item is in stock, confirming the validity of the payment method, and determining if there are enough funds to cover the purchase. Moreover, it ensures the product database is always accurate, preventing overselling and stockouts.

Database

Nanonets

DECEMBER 22, 2023

Check some of PhantomBuster workflows at Nanonets   Features of PhantomBuster Some of the features of PhantomBuster that help in the automation of data extraction and lead generation are:   Phantoms and Flows: PhantomBuster offers two main types of automation tools. "Phantoms"

CRM

Nanonets

JULY 5, 2023

For example, the data may be extracted as CSV files to be input into CRM software for customer management. Email extractors can extract data from emails in the following ways: Lead generation An email extractor helps with lead generation, checking for duplicate data, and validating contacts scraped from various sources.  

Automation

Nanonets

APRIL 10, 2024

Sage 100 ERP (for enterprise resource planning) is a unified accounting system with modules for business process functionality throughout a company that combines into a single database. Sage 100 is used by companies of all sizes, although it targets companies with 10 to 199 employees. 

VARS

Nanonets

DECEMBER 11, 2023

You can implement any of these frameworks and integrate them into your CRM and other apps using the Nanonets Workflow Builder, which will be covered after this section. Timeframe: Checks how soon the lead intends to make a purchase. The CRM then updates the lead's score, prioritizing them for the sales team.

CRM

Nanonets

JUNE 30, 2023

Can your email parser integrate seamlessly with Google Sheets, CRM, ERP, accounting software, databases or even Slack? You will need to check if the email parser can improve your current processes without changing existing workflows. Are you still manually entering email data into your CRM, ERP or spreadsheet?

CRM

Nanonets

JUNE 12, 2023

customer satisfaction, type of service requested), and then sent to the relevant teams or stored in a database for further analysis. Then, using Zapier, move this data into your CRM like Salesforce or a project management tool like Asana, ensuring that critical terms are tracked and adhered to. using Nanonets.

Payment APIs and Integration

Nanonets

AUGUST 23, 2023

Validation The extracted data is then checked for accuracy. The AI tool will cross-check the extracted data with pre-set rules or patterns to ensure correctness. This way, you can reduce the time spent on manual checks and follow-ups and avoid delays in acting on the document.

Process

Nanonets

NOVEMBER 9, 2023

A bunch of robots whirring away in a warehouse, entering data into databases? You must check inventory, confirm it, generate invoices, update books, and prepare and track shipment — all for one order. Error detection and correction: The system automatically checks for errors in incoming orders.

Automation

Nanonets

APRIL 30, 2024

The final extracted data needs to be sent to a downstream business software or stored in a database. While APIs do allow some level of interoperability, the extracted data often needs to be converted into a suitable format that might often require manual intervention - e.g. preparing a CSV file to import CRM data into Salesforce.

AI

Nanonets

NOVEMBER 14, 2023

This involves scanning or document imaging, wherein essential data is collected, categorized, processed, and placed into databases. Data Extraction : Metadata within the document is identified and extracted automatically, contributing to a more detailed and organized database. invoices, orders, receipts).

Automation

Nanonets

JULY 23, 2024

Copying or extracting text from an image is quite an easy process today, with tools that can even recognize handwriting, complex tabular data and check boxes. 💡 While this method works fine, text formatting might get modified - especially if your initial image contained complex tabular data or check boxes for example.

XML

Nanonets

APRIL 15, 2024

It typically outlines outstanding checks, deposits in transit, bank fees, errors, and any other differences between the two sets of records.  Check out Nanonets Reconciliation where you can easily integrate Nanonets with your existing tools to instantly match your books and identify discrepancies. Bank Statement ).

Reconciliation

Nanonets

MAY 20, 2024

Step 7 : Check the Immediate window (View -> Immediate Window) to see the scraped data. Pandas allow storing and manipulating data in various formats, including CSV, Excel, JSON, and SQL databases. Step 6 : Run the macro by pressing F5 or clicking the "Run" button in the VBE toolbar.

Automation

Nanonets

DECEMBER 12, 2023

BANT (Budget, Authority, Need, Timeframe) Budget : Checks if the lead has enough money to buy. The CRM then scores the lead based on BANT, using rules on this extra info. The CRM updates the lead's score, marking them as important for the sales team. The CRM scores the lead based on set firmographic criteria.

CRM

Trade Credit & Liquidity Management

MARCH 6, 2025

While containing less in-depth and extensive information on businesses, these platforms offer databases that are continuously updated to ensure data accuracy and coverage to drive sales acceleration.

Financial Analysis

Nanonets

MAY 7, 2024

Structured contract metadata can integrate directly with databases, analytics tools, and existing workflows. The software applies the same rules and validation checks to every contract, eliminating the risk of human error. Data can flow directly into systems like CRM to trigger the next steps after execution.

Automation

Nanonets

FEBRUARY 19, 2024

The travel industry often struggles with long processing times at check-in and security, causing congestion. This streamlines processes like passenger check-in and identity verification at airports. Check out Nanonets in action! For more detailed information, check out our comprehensive breakdown of AWS Textract.

Automation

Nanonets

JUNE 3, 2024

By structured, we mean that it has been arranged in columns and rows so it can be easily imported into another program or database. The goal of data extraction is to get the raw data out so you can do something with it—for example, run analytics on your CRM contacts list or create mailing lists using customer emails and addresses.

AI

Nanonets

MARCH 27, 2023

Collecting relevant patient data to the correct database for an efficient healthcare experience is still the greatest challenge in healthcare.[ Data Syncing Once data is extracted, you’ll want to update it in your systems like ERP, CRM or EHRs. 1 ] Due to many variables involved, the healthcare industry requires, on average, 7.7x

Automation

Nanonets

OCTOBER 18, 2023

Whether you have data stored in APIs, databases, or in PDFs, LlamaIndex makes it easy to bring that data into conversation with these smart machines. The 'data connectors' are the diligent gatherers, fetching your data from wherever it resides, be it APIs, PDFs, or databases. Check the guide here.

API

Nanonets

MAY 17, 2024

By structured, we mean that it has been arranged in columns and rows so it can be easily imported into another program or database. The goal of data extraction is to get the raw data out so you can do something with it—for example, run analytics on your CRM contacts list or create mailing lists using customer emails and addresses.

Automation

Nanonets

MARCH 4, 2024

OCR enables powerful search capabilities within legal databases, allowing users to quickly locate specific terms, references, or sections in documents. For more detailed information, check out our comprehensive breakdown of AWS Textract. Also, check out the leading alternatives to Nanonets.

Legal

Nanonets

NOVEMBER 23, 2023

Attending a Conference or Event: If you're occupied with an event where you can't check your emails regularly, an auto-response can inform senders of your temporary unavailability. Check and Disable (When Necessary): Remember to turn off the automatic replies when you return or no longer need them.

Automation

Nanonets

DECEMBER 4, 2023

This intelligent system streamlines the entire process, from capturing order details and verifying their accuracy to checking inventory and managing shipments, all while reducing the need for human intervention. AI-driven tools can quickly compare the order information against your database to confirm the accuracy and check for discrepancies.

Automation

Nanonets

NOVEMBER 22, 2023

Filter Configuration: Has the words: "job application", "resume", "CV" Has attachment: Checked Template Email Body: Subject: Job Application Received Dear [Applicant's Name], We have received your job application and resume. Thank you for your interest in joining our team.

Automation

Nanonets

DECEMBER 12, 2023

Implementing BANT in Your Sales Process Integrate BANT in CRM : Add BANT fields in your Customer Relationship Management (CRM) system to track and evaluate leads efficiently. Regular Review and Update : Ensure that your team regularly updates the BANT information in the CRM as they progress through conversations with leads.

CRM

CB Insights

JANUARY 4, 2018

It has a resume pool of 100M applicants, from its own database as well as its network of job sites (excluding Linkedin). Apart from finding qualified candidates from within its own database, Restless Bandit scans employers’ existing database of previous applicants to “rediscover” talent for current positions in the company.

Automation

Nanonets

DECEMBER 12, 2023

Implementing BANT in Your Sales Process Integrate BANT in CRM : Add BANT fields in your Customer Relationship Management (CRM) system to track and evaluate leads efficiently. Regular Review and Update : Ensure that your team regularly updates the BANT information in the CRM as they progress through conversations with leads.

Automation

Nanonets

JUNE 7, 2023

Check out Nanonets' PDF scraper or PDF parser to convert PDFs to database entries! Check our Nanonets workflow-based document processing software. Check out Nanonets workflow-based document processing software. Want to scrape data from PDF documents, convert PDF to XML or automate table extraction ?

Automation

Nanonets

SEPTEMBER 12, 2023

For example, Nanonets checks if a given GL code exists in your database and is only valid if found there. You can add documents for matching (like purchase orders) and verify if specific values, such as the grand total corresponding to a given purchase order number, match the value in the database.

Automation

Nanonets

DECEMBER 15, 2023

For instance, when selling a CRM system to a large corporation, a sales representative would use BANT to ensure that the lead has the budget for such a system, the authority to decide on the purchase, a clear need for the product, and a defined timeline for implementation. Blog Dhanashree Pal FAINT FAINT Framework: All You Need to Check!

Automation

Nanonets

OCTOBER 16, 2024

Validation and Verification: Extracted data is now checked for accuracy, it could involve multiple options such as: Cross-referencing with existing databases Automated error detection based on predefined logic Confidence scoring for extracted data Manual review 6. Integration with existing systems (ERP, CRM, etc.)

Automation