Self-Serve Tools for CCM

Self-Serve Tools

Simplify the management of complex customer communications by empowering your team to create, edit, approve, and store documents and assets using our enabling, self-serve toolkit.

Our self-serve tools:

SmartEdit

Content Management Platform used to create, edit, and approve document templates and assets in a self-serve, online portal. Accelerate the speed of change, collaborate with colleagues, adhere to regulatory compliance, and maintain the latest version of documents all in a centralised platform.

SmartApproval

Efficiently manage the sign-off of high-volume customer communications, including variable data and images. Use our online approval system to check automated, daily production files prior to production, with the ability to “Approve” and “Reject” files.

SmartView

Store, retrieve and manage multi-channel communications in a secure, GDPR compliant document repository. Enable back-office staff to quickly locate communications and help reduce customer queries by allowing customers to self-serve and retrieve their documents when they need them.

SmartAccess

Securely view, distribute and process digitalised inbound communications and data with SmartAccess. With its built-in actions, SLA’s, escalations and prioritisation features it enables teams to work more efficiently, unlocking benefits such as quicker resolutions and improved customer experience.

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Six reasons to choose Adare SEC's Self-Serve Tools:

SmartEdit: Increased speed of change

Use snippets and paragraphs to make universal changes to multiple documents by amending a master template once. Amend 500 documents in 3 minutes rather than 25 hours.

SmartEdit: Improved version control and enhanced compliance

Manage version control, ensure document changes are updated centrally, collaborate with colleagues throughout the sign off, assign tasks to other departments, adhere to brand guidelines, and ensure conformance to regulatory compliance.

SmartApproval: Reduced production errors

Placing the decision to print or reject a file in the hands of our clients enables the right people to quickly and easily review the content of a print-ready file prior to production.

SmartAccess: Improved operational resilience

Provide anytime, anywhere secure access to digitised inbound mail and communications simply via a web browser. Available 24/7, 365 days of the year, SmartAccess removes physical, locational and time barriers to ensure the continuation of critical business processes.

SmartView: Increased data integrity and compliance

With powerful Data Lifecycle Management (DLM) and self-serve functionality, SmartView helps you remain GDPR complaint. DLM rules can be executed both automatically and manually as required, ensuring your archive conforms with developing legislation.

SmartView: Reliable and secure

99% service uptime ensures archived communications can be reliably retrieved at any time. Business users can utilise a secure VPN connection to the archive online, whilst our API enables customers to self-serve and retrieve their communications when they need them.

Frequently asked questions about Self-Serve Tools

Do I need to purchase all these Smart tools?

No, our Smart suite is designed to be completely modular so you can just adopt the tools your organisation needs. However, using all 3 self-serve tools would improve the way you create, edit, approve, and store documents and assets.

Can I access SmartApproval using my company's default web-browser?

Yes, it is compatible with Internet Explorer, Edge, Chrome, and Safari.

How does SmartAccess differ from SmartView?

SmartAccess is designed to help teams efficiently process multichannel inbound communications in one central place. Communications in SmartAccess tend to be those that require processing – e.g. an order form or complaint. SmartView is designed to securely store and retrieve communications, which tend to be in their final state – e.g. an invoice or contract.

For SmartEdit, are there different user roles?

Yes, there are 3 permission levels available dependent on user role: Creator, Approver, and Manager. The relevant role is assigned dependent on whether a user will create and edit, view, approve, and publish, or have complete autonomy to complete all tasks.

Can my customers self-serve and access the communications stored in SmartView?

Yes, communications stored in SmartView can also be retrieved via our B2C API. Typically, this would be via an existing customer portal which would integrate with our API and allow customers to search and retrieve their documents instantly whenever they need them.