Afilnet for Business services
Afilnet for Business services. Practical applications: acquisition and sales, customer service and experience, operations and coordination, people and training, access and data quality, certified communications, documents and productivity, content and creativity.
Guide scope
Discover Afilnet uses for Business services. Combine suitable services and explore the practical applications in this guide.
The challenge it could address
Prioritise a process, assign owners and connect the required services. Prepare actions in the panel; notifications triggered by your CRM, ERP or scheduling system require an integration.
Practical applications
Acquisition and sales
SMS campaigns and promotions
Communicate offers, news and sales opportunities with SMS campaigns targeted to the contacts relevant to each offer.
- Seasonal or segmented promotions
- Product news and availability
- Customer reactivation and follow-up
Lead capture and follow-up for sales enquiries
Connect lead capture with sales follow-up using landing pages, forms and SMS updates tailored to each enquiry.
- Quote requests
- Sales enquiries and demonstrations
- Opportunity follow-up
- Campaign or location landing pages
- Lead qualification forms
- Downloadable resources
Customer coupons and promotional codes
Prepare Afilnet Cloud promotions and distribute coupons or codes by SMS for campaigns, stores and customer loyalty actions.
- Coupons for new purchases
- Store-specific promotions
- Campaign-linked promotional codes
- Individual promotional codes
- Welcome and repeat-purchase incentives
- Assignment and redemption tracking
Visual product and service catalogues
Present products, properties, accommodation and collections through image sliders, organised information and enquiry forms.
- Products and collections
- Properties and accommodation
- Enquiries and visits
Installer: acceptance and signing of PDF quotes
Connect a sales request to a versioned quote and an identifiable signature request.
- Collecting requirements for a quote
- Review of a PDF proposal
- Signature requests and follow-up
- Multiple quotation participants
- Signature order and areas
- Document and evidence tracking
Market research and product validation
Explore needs and preferences before launching a product or service through surveys, forms and polls.
- Audience needs
- Compare proposals
- Pre-launch decisions
Customer service and experience
Satisfaction surveys after a purchase or service
Collect feedback with Afilnet Cloud surveys after a purchase, appointment or service visit and use responses to improve customer service.
- Feedback after a purchase
- Opinions after appointments or service visits
- Evaluation of customer service
- Surveys by service stage
- Location and period comparisons
- Analysis of exported responses
Customer service: complaints and follow-up
Collect structured information, organise team contact and evaluate service when the case closes.
- Recording the reason for an enquiry
- Clarifications and case follow-up
- Service feedback at closure
- Return requests
- Warranty enquiries
- Structured incident collection
Chatbots and live chat for customer enquiries
Organise customer enquiries with answers to common questions, webchat support, contact forms and surveys after service.
- Frequently asked questions
- Customer service through webchat
- Out-of-hours requests
Customer onboarding: forms, signatures and verification
Support new customers from collecting information through documentation, signatures and the next steps in their onboarding.
- Collecting registration details
- Welcome and initial instructions
- Customer verification and documents
Operations and coordination
SMS appointment and booking reminders
Keep customers informed about appointments and bookings with confirmations, SMS reminders and schedule updates.
- Appointment confirmations and reminders
- Date or location changes
- Bookings and rescheduling requests
SMS notifications for orders, deliveries and availability
Support each order with SMS updates about preparation, delivery, collection or availability, connected to your business information.
- Order status updates
- Delivery windows and incidents
- Availability and collection notices
Conference: registration and attendee communications
Publish the event, manage registrations and capacity, communicate changes and collect post-event feedback.
- Registration and place allocation
- Event reminders and changes
- Attendee surveys
- Companions and waiting lists
- Calendar and event information
- Attendee documentation
Association: member polls and votes
Collect preferences on activities or proposals within a defined participation period and rules.
- Member consultation on activities
- Preference polls
- Collection of proposals
Payment, due date and renewal reminders
Communicate payment and renewal dates with updates tailored to each customer, contract or case and links to their management area.
- Invoice and fee reminders
- Contract due dates
- Renewal reminders
Purchasing: supplier onboarding and documents
Collect supplier details, review necessary documents and coordinate agreement signing in an organised process.
- Supplier information collection
- Document review
- Agreement and onboarding coordination
Supplier communication and work coordination
Organise supplier communication with forms for information and documents, SMS date notifications and electronic PDF signatures.
- Delivery and work coordination
- Information requests to suppliers
- Change and documentation notices
Industry: incident alerts by SMS and voice
Connect system events to alerts for responsible staff while keeping incident management in your operational tool.
- Operational incident alerts
- Service or availability changes
- Team coordination by SMS and voice
Work reports, checks and inspections
Collect completed tasks and incidents through structured forms to support operational checks and work reviews.
- Service reports
- Checklists
- Review and coordination
Visual documentation of processes and organisation
Explain procedures, responsibilities and systems through editable diagrams that can be shared with teams.
- Service and operational processes
- Organisation and systems
- Maintain the diagram
People and training
HR: workplace climate survey
Collect feedback on work experience with clear access, privacy and analysis criteria.
- Employee experience feedback
- Opinions on organisation and resources
- Follow-up on internal improvements
Recruitment: coordinating interviews
Collect availability and communicate invitations or changes while keeping selection in HR’s system.
- Availability collection
- Interview invitations
- Reminders and appointment changes
Internal training: session registration and evaluation
Coordinate training groups, places and invitations and collect feedback for each session.
- Training session registration
- Invitations and reminders
- Session evaluation
- Presentations and audiovisual resources
- Session documentation
- Evaluation and reuse of materials
Management: internal consultation on priorities
Collect team proposals and preferences to inform a decision that remains management’s responsibility.
- Team proposal collection
- Priority consultations
- Communication of decisions
Internal SMS communication: shifts, updates and welcome messages
Support staff communications with team or site messages, shift reminders and welcome updates with accessible instructions.
- Shift or workplace changes
- Operational team notices
- Employee onboarding information
Collecting internal employee requests
Organise requests for materials, training and internal services with forms that collect the information needed for each task.
- Materials and internal services
- Human Resources requests
- Request follow-up
Access and data quality
Mobile app: verify a phone with OTP
Verify control of a phone during registration with a temporary code and record the result in your app.
- Phone verification during registration
- Validation of phone number changes
- Confirmation with temporary codes
SaaS platform: two-factor authentication
Add a second factor after the password and control when an authenticated session is created.
- Second factor at sign-in
- Checks for sensitive access
- Challenges and retry management
CRM: clean phone data before a campaign
Classify numbers with HLR Lookup before sending and distinguish temporary issues from permanent errors.
- List checks before campaigns
- Network information updates
- Classification of number issues
Preparing and exchanging data between systems
Adapt data files for imports, exports and analysis through conversion, cleaning and column organisation.
- Consistent imports
- Cleaning and checks
- Exchange and automation
Certified communications
Certified communications and evidence records
Organise formal communications by case and retain Certified SMS and Certified Email certificates alongside the relevant documents.
- Case-related notifications
- Contract communications
- Certificate download and filing
Documents and productivity
Controlled-access document delivery
Share reports, manuals and project documents through Afilnet Cloud with permissions or PDF protection suited to each recipient.
- Client reports
- Manuals and project documents
- Additional PDF protection
Document and resource library for teams
Centralise procedures, price lists and working materials in a Cloud library organised by team, location or project.
- Materials for multiple locations
- Procedures and training
- Versions and maintenance
Preparing PDF dossiers and document packs
Prepare document deliverables by combining, ordering and optimising PDF files while keeping the originals.
- Project dossiers
- Separate documentation
- Optimise delivery
Document digitisation and content extraction
Turn scanned documents into reusable content with OCR and text extraction, reviewing the output before using it in other processes.
- Scanned documents
- Reuse content
- Prepare for other systems
Creating commercial proposals and reports
Create proposals, reports and sales presentations with Afilnet Cloud document editors and reusable company materials.
- Client-specific proposals
- Product and service presentations
- Progress reports
Tracking and analysing results in spreadsheets
Organise campaign, survey and operational data in spreadsheets to compare periods and prepare reports.
- Campaign and survey results
- Activity tracking
- Reports for managers
Centralising files from other clouds
Import copies from Google Drive, OneDrive or Dropbox and organise selected files inside Afilnet Cloud.
- Project documentation
- Team resources
- Continue working
Content and creativity
Creating campaign materials with artificial intelligence
Prepare text and visual resources with AI, review the results and reuse approved content in Afilnet campaigns and landing pages.
- Drafts and variations
- Campaign visuals
- From idea to landing page
Creating product videos and tutorials
Combine clips, images, text and audio to explain products, answer questions and prepare training materials.
- Product demonstrations
- Tutorials and welcome content
- Editing and distribution
Creating reusable HTML templates
Prepare HTML content with company text and images, keeping editable versions for future communications.
- Informational content
- Communication variants
- Destination checks
Visual briefs and project sketches
Turn ideas and requirements into visual sketches to define projects before producing final materials.
- Campaign briefs
- Page and journey sketches
- Review alternatives
Benefits
- Present relevant offers to selected contacts.
- Reduce scattered attachments.
- Collect structured enquiries and make sales follow-up easier.
- Find materials in a shared space.
- Keep the offer and its terms in one link.
- Prepare better-organised deliverables.
Related services and solutions
Check the scope of each service before designing your implementation.
2-factor authentication (2FA)
View informationOne-time passwords (OTP)
View informationAI content creation
View informationAudio editing
View informationCoupons
View informationDiagrams
View informationOnline documents
View informationOnline events and registration
View informationHTML editor
View informationImage editing
View informationImport from other clouds
View informationCloud Services
View informationShared library and files
View informationOCR and content extraction
View informationPresentations
View informationProtected PDF
View informationSpreadsheets
View informationVisual sliders and presentations
View informationSurveys
View informationFile transformation
View informationVideo editing
View informationOnline polls and voting
View informationVisual whiteboard
View informationCertified Email
View informationCreate Forms
View informationCreate landing page
View informationMarketing Automation
View informationChat Bots for Business
View informationChat Web
View informationHLR Lookup
View informationBulk SMS
View informationCertified SMS
View informationAutomated Calls
View informationSolutions for Physical Commerce
View informationFrequently asked questions
Must I use every service in this guide?
No. Start with your priority process and use only the services needed. Applications can be implemented in phases.
Are notifications generated automatically?
Only after configuring an automation or integration that triggers sending. An application example does not imply a native connection to your software.
Let us design a workflow for your business
Tell us what you want to address. We will review the services, integration and requirements needed to adapt the example to your business.