Many companies face challenges with ensuring that their clients are aware of process updates and reminders for tasks they need to complete, including: minimizing the time spent managing updates and reminders, making information requests to clients more efficient and communicating task updates effectively. A digital solution offers an opportunity to make it easier and more efficient to send process reminders and updates using automation.
SimplyCast presents the idea of the Automated Process Reminders solution, a personalized communication automation system that improves communications through engagement-oriented tools.
Benefits of Automated Process Reminders
SimplyCast anticipated need for Automated Process Reminders use case uses dynamic communication tools and powerful automation to create a streamlined solution that makes it easier to update clients and remind them about key tasks. The solution makes use of three key factors: the ability to send updates and reminders in response to a variety of actions, the ability to efficiently manage information requests sent to clients and update messages that can be sent through emails, text messages, and phone calls. The benefits of this solution are explained further down below.
Ensuring Clients Stay Updated
The Automated Process Reminders Solution involves triggers. This can be set up to occur automatically when a contact’s information is changed, when a manual trigger is activated, or when activated using an API connection with another system. These triggers cause updates, reminders, or other information to be sent to clients and other stakeholders as needed.
Receiving Information in a Timely Manner
When information is needed from a client to progress a process, an information request can be sent automatically or manually. This request can include a link directly to a form where clients can submit the necessary information. Additionally, if a client doesn’t respond to the request, a follow-up reminder can be sent automatically.
Minimized Time Spent in Communication
Update and reminder messages can be pre-defined to fit the process in question and to line up with information tied to specific clients or other contacts. These messages can be sent by SMS text messages or automated phone calls as appropriate for the level of urgency involved. This process limits the time spent in communication.
The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution.
Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them.
Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind.
Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works.
Simply request a demo by clicking the button below and let us show you how our solution can help you manage your Automated Process Reminders more efficiently.