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Client Success Stories

Transforming Sales Performance Reporting with Docustream

Docustream revolutionized the way we present and interact with our KPI dashboards. It's not just a report anymore - it's an engaging and interactive experience.

The Challenge

Our sales team was struggling with traditional KPI dashboards. The issues included:

  • Complex Information: Dense and difficult to understand dashboards.
  • Poor Engagement: Static reports resulted in low engagement during meetings.
  • Time-Consuming: Preparing and explaining these reports was taking significant time.

 

The Implementation

With Docustream, our KPI dashboards were transformed into interactive modules that included: - AI-narrated video explainers summarizing the performance. - Interactive avatars explaining key metrics. - Real-time analytics to track interactions and engagement. - Integration with our existing CRM for seamless experience.

 

The interactive dashboards created a much more engaged and informed sales team. We have seen a significant increase in productivity.

The Impact

Post-implementation, we saw a 35% increase in engagement during performance meetings, 25% reduction in time spent on creating and explaining reports and an improved understanding of KPIs across the team.

 

The Client Experience

The team loved the new format. The interactive experience made it easier to understand complex data and metrics. They could ask questions and get instant answers, making the reviews more efficient.

 

The Cost and Time Savings
We saved around 20 hours a month that were previously spent on preparing and explaining the KPI dashboards. This resulted in saving approximately $10,000 per month.

 

The Future Development
We plan to expand the use of Docustream to other departments and for various other reports. We believe this will make our internal communication more efficient and engaging.

 

The Best practices
Implementing Docustream involved: - Selecting key reports to convert. - Customizing the AI avatar to our brand. - Integrating with our CRM. - Training the team on how to interact with the new format.

Embrace the future of reporting with Docustream. Transform your static reports into engaging, interactive experiences. Increase comprehension, engagement and efficiency with Docustream.

Keywords: AI reporting, interactive dashboards, sales performance, KPI reporting, Docustream

Our Features

How Docustream Reinvents Document Communication

Video Explainers

Bring your documents to life with embedded video explainers that guide stakeholders through complex information.

Automatic Animations

Automatically highlight key sections with animations, ensuring critical points are never missed.

Built-in Chatbot

Engage stakeholders with a built-in chatbot that collects and analyzes their questions, providing real-time insights into their needs and concerns.

Insigths & Analytics

This feature turns document sharing into a continuous feedback loop, letting you refine content based on real audience behavior and understanding.

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Our SaaS platform, AI Ready Media, transforms complex documents and information into engaging video storytelling to broaden reach and deepen engagement. We spotlight overlooked and unread important documents. All interactions seamlessly integrate with your CRM software.

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