Nanonets

JUNE 14, 2023

This data is then automatically transferred to the company's CRM or ticketing system. This data is automatically transferred into the company's lead management or CRM system. Here, we're going to discuss three straightforward approaches: Manual Extraction, Rule-Based Filtering, and Basic Programming Scripts.

CRM 98

CRM Automation Rules Addressing 98

Nanonets

JUNE 12, 2023

For a detailed explainer on OCR and its use cases refer to this guide. OCR is also used in various other use cases such as extracting tables from PDFs , extracting text from images or extracting text from PDFs or other non-editable formats. You can also schedule a demo to learn more about our OCR use cases !

Use Case 97

Use Case Automation API AI 97

Nanonets

MAY 10, 2023

Workflow is a series of sequential steps and workflow automation automates those sequential steps using a rule-based logic system. In simple words, workflow automation is the process of using rule-based sequential logical steps to eliminate human intervention and automate every aspect of the task before it is marked complete.

Automation 98

Automation Rules Procedures Process 98

Nanonets

JUNE 29, 2023

The user can turn unstructured email data into structured data that is convenient to feed into CRM or ERP software. The email parsing tool will then automatically recognise and extract data fields from emails, based on the parsing rules set up by the user. Are you still manually entering email data into your CRM, ERP or spreadsheet?

CRM 52

CRM Automation API Rules 52

Nanonets

JUNE 30, 2023

Classifying emails, recognising email data, and extracting just the relevant information requires a combination of automation, rules and cognitive data capture. Template vs rule-based vs cognitive email parsing If you're looking for an email parser, you mostly need to extract just some specific data or fields from your emails?

CRM 52

CRM Rules Automation Process 52

Nanonets

DECEMBER 19, 2023

Introduction In the modern business landscape, Customer Relationship Management (CRM) platforms like Salesforce have become indispensable. Understanding Salesforce Integration As of 2023 , over 1,00,000 companies use Salesforce CRM for managing and automating their business communications.

CRM 52

CRM Best Practices Automation Use Case 52

Nanonets

AUGUST 31, 2023

Contact center automation use cases Contact center operations can't be entirely handed over to machines. Reconciliation Compare and reconcile data from different sources like CRM, ERP, and financial systems automatically. Popular CRM systems with automation capabilities include Salesforce, Zendesk, and HubSpot CRM.

Automation 52

Automation CRM Compliance Process 52

Nanonets

MAY 7, 2024

Companies use website scraping tools to extract lead information from a website and then push this data into their CRM system. Sales and marketing teams can then use this information to reach out to prospective clients.    The information that is scraped is dependent on the business use case.

Database 52

Database Automation CRM Use Case 52

PYMNTS

SEPTEMBER 20, 2018

Retail Use Case. Pezold could not name names, but during the PYMNTS webinar, he offered a use case involving a large global retailer client, one that employs customer relationship management (CRM), enterprise resource planning (ERP), loyalty offerings, eCommerce as well as other features and technologies.

Encryption 51

Encryption Compliance Use Case Ubiquitous 51

Nanonets

APRIL 30, 2024

Apart from the challenges covered above, the main reason that many organisations still handle PDF data extraction manually is that: Conventional PDF data extractors typically extract everything in one go from a PDF and not just the specific data or key value pairs that are important for a particular business use case.

AI 52

AI Due Diligence Automation Use Case 52

Nanonets

DECEMBER 11, 2023

Predictive scoring can - use AI on the data around your existing customers and your accepted & rejected leads, to give a lead score. use LLMs to replace the subjective decision making tasks in the lead scoring workflow. Lead Scoring Methods Let us now discuss popular frameworks used for lead scoring in detail.

CRM 52

CRM Automation AI Authorization 52

Nanonets

MAY 7, 2024

Validate data and route for approval The software automatically validates the extracted data using predefined rules to catch any errors or inconsistencies. Based on business rules, the data is then routed to the appropriate teams for approval. Data can trigger notifications of renewals, deadlines, approvals, and more.

Automation 52

Automation Legal Agreements AI 52

Nanonets

MAY 10, 2023

Your software should allow you to: Create custom workflows to fit your requirements Have workflow templates you can use right away Use platform intuitively Create rule-based triggers without writing code Integrate with your existing tech stack Modify workflows at any time Provide added analytics about the usage of the workflows And more.

Automation 52

Automation Procedures Micro-Entry Process 52

Nanonets

MARCH 26, 2023

Nanonets is an AI-based OCR platform that can extract data from any document, website, email, or PDF and sync data with 500+ integrations using API, out-of-the-box integrations, or Zapier. We will upload invoices in the model and check the extracted data in our use case.

Database 52

Database Automation Checks Use Case 52

Nanonets

MAY 20, 2024

It is almost as old as the web and has many use cases that help run applications ranging from common daily use, such as the search engine, to cutting-edge modern applications like training LLMs that power AI. Scrape webpage now Use cases for web scraping Web scraping has many use cases across teams and industries.

Automation 59

Automation Use Case Database Legal 59

Nanonets

FEBRUARY 26, 2024

Customization for Specific Use Cases: Nanonets may offer customization options to tailor OCR solutions to specific use cases within finance. Simplify Risk Assessment: Use Nanonets workflows for risk assessment with custom rules and a human-in-the loop model. Start using Nanonets for Automation.

Accounts 52

Accounts Payment APIs and Integration Automation Multi-Currency 52

Nanonets

DECEMBER 12, 2023

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. The CRM updates their score automatically. How it works - A lead is found on LinkedIn.

CRM 52

CRM Automation AI Authorization 52

Nanonets

MARCH 27, 2023

After data extraction, you can also set up automated rules to perform data formatting like text capitalization, date formatting, data matching, and more. Data Syncing Once data is extracted, you’ll want to update it in your systems like ERP, CRM or EHRs. All you need to do is set up data export rules easily.

Automation 52

Automation Process CRM API 52

Nanonets

SEPTEMBER 5, 2023

Consistency and Compliance: Automation enforces standardized processes, ensuring that tasks are completed consistently and in accordance with established rules and regulations. These templates cover a spectrum of common use cases, providing a convenient starting point for organizations seeking rapid automation solutions.

Automation 52

Automation Process CRM Compliance 52

Nanonets

JUNE 8, 2023

It serves as a hub where they can log, track, and analyze information ranging from content calendars, project plans, to customer relationship management (CRM) databases. For example, you can set up a rule to automatically send a notification when a new record is added or a particular field is updated. What is Airtable good at?

Database 52

Database Automation CRM Blocks 52

Nanonets

JANUARY 11, 2024

 ShipStation API (Application Programming Interface) is a set of rules and tools that allows different software applications to communicate and interact with ShipStation's shipping and fulfillment platform. View and utilize the Ship By date in Order Details, Order Grid, and Automation Rules. Some key features are,   1.

API 52

API Automation Database Point-of-Sale (POS) 52

Nanonets

FEBRUARY 15, 2024

Using open-source tools Open-source OCR tools like Tesseract offer a free alternative for converting PDFs into searchable, editable files. Although they may not be as full-featured as commercial solutions like Adobe Acrobat, they provide a decent level of accuracy for most use cases.  Remove manual efforts.

AI 52

AI XML Process Automation 52

Nanonets

MAY 17, 2024

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. Data extraction has important use cases across industries and can help streamline and automate many business processes.

Automation 52

Automation Database Process API 52

CB Insights

JANUARY 4, 2018

Earlier last year, Tim cook noted one of FCA’s goals from the regulatory sandbox is to transpose the rules into unambiguous text that can be universally interpreted by machines. ” It is using NLP to surface high priority emails, and insroducing advanced predictive forecasting for sales.

Automation 75

Automation AI Audit Consulting 75

Nanonets

DECEMBER 12, 2023

Use pre-defined time range options like 'Within 1 month', '1-3 months', '3-6 months', '6 months or more' This helps in understanding the urgency. Regular Review and Update : Ensure that your team regularly updates the BANT information in the CRM as they progress through conversations with leads.

CRM 52

CRM Automation Authorization AI 52

Nanonets

JUNE 7, 2023

Robotic Process Automation: Robotic process automation (RPA) is software used to complete repetitive, high-volume tasks that follow specific rules. The RPA software acts as a digital workforce that carries out rule-based tasks without any human intervention. Find out how Nanonets' use cases can apply to your product.

Automation 52

Automation Process Checks Product 52

Nanonets

JANUARY 16, 2024

Consistency and Compliance: Automation enforces standardized processes, ensuring that tasks are completed consistently and in accordance with established rules and regulations. These templates cover a spectrum of common use cases, providing a convenient starting point for organizations seeking rapid automation solutions.

Automation 52

Automation Payment APIs and Integration Process CRM 52

Nanonets

DECEMBER 12, 2023

Use pre-defined time range options like 'Within 1 month', '1-3 months', '3-6 months', '6 months or more' This helps in understanding the urgency. Regular Review and Update : Ensure that your team regularly updates the BANT information in the CRM as they progress through conversations with leads.

Automation 52

Automation CRM AI Authorization 52

M2P Fintech

FEBRUARY 25, 2025

Our low code/no code rules builder and automated decisioning system simplify setup and accelerate deployment. Built on a scalable SaaS framework with CRM integration, Finflux by M2P ensures secure, efficient, and compliant gold loan management. The customer notification engine keeps your clients informed with automated updates.

Payment APIs and Integration 52

Payment APIs and Integration Compliance Automation BNPL 52

Nanonets

MARCH 30, 2023

You can also schedule a demo to learn more about our IDP use cases ! This allows businesses to easily access and use the data that has been extracted, without having to manually enter it into another system. Start using Nanonets for Automation. Find out how Nanonets' use cases can apply to your product.

Process 52

Process Automation Compliance Volume 52

Nanonets

APRIL 15, 2024

  Take Away   Bank reconciliation statements are essential for maintaining financial integrity and transparency in businesses.

Reconciliation 52

Reconciliation Adjustments Checks Correspondent 52

Nanonets

JULY 12, 2024

Ensure Data Integrity Benefits of Automated Form Data Extraction Now imagine if you could easily process mortgage applications, tax forms, and medical records, each with its unique structure, without needing to create separate rules for each format. These algorithms are usually developed and automated using ETL scripts or web scraping.

Process 52

Process Best Practices Automation AI 52

Fintech Labs Insights

APRIL 20, 2023

An obvious criminal use case for ChatGPT and similar generative AI services is crafting better ( actually near-perfect ) personalized phishing attacks. Criminals can use text generators for grammatically perfect emails, voice generators for pitch-perfect phone calls, and even decent-quality video images to fake a Facetime call.

Phishing 15

Phishing Small Business AI Accounts 15

Nanonets

DECEMBER 18, 2023

Link it up with your CRM to keep track of customer interactions. Get Started Request a Demo Creating Your First Nanonets Workflow Let's say we want to send bulk messages to yesterday's Hubspot CRM leads everyday. We can create a workflow for this within seconds using workflow automation powered by Nanonets.

Automation 52

Automation Payment APIs and Integration AI API 52

Nanonets

DECEMBER 17, 2023

It supports integration with various backend systems like CRM and marketing platforms. Approval Routing - Slack : The invoice is routed to the appropriate manager for approval based on predefined thresholds and rules. It offers an easy-to-use user interface, making it accessible for both individuals and organizations.

API 52

API Payment APIs and Integration Automation Authorization 52

Nanonets

JANUARY 17, 2024

In a world where your expense management system needs to talk to your accounting software, your ERP system, and maybe even your CRM, integration is key. The role of an expense policy extends beyond mere rules; it's about setting the tone for how a company handles its finances. And let's not forget about integration issues.

Payment APIs and Integration 52

Payment APIs and Integration Compliance Automation Audit 52

PYMNTS

JUNE 20, 2016

I have a feeling that what we are seeing is just the tip of that mobile order ahead iceberg across all of these use cases. That could mean faster, maybe it could mean slower, but it also probably more than anything means that they could be more intelligent with rules that travel with the payment.

Online and Mobile Banking 47

Online and Mobile Banking Payments Credential Faster Payments 47