SailStream.ai
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SailStream
Streamline Your Business Process
AI Data Management
Eliminate your teams outdated process of data collection and data entry.
Document Collection
Portal Drag and Drop for Invoices, Receipts, Reports, Spreadsheet, etc.
AI Interpritation
Netsirv AI evaluates documents submission for routing and data entry variables.
AI Entry
AI completes all data entry avoiding countless hours and costly errors.
Question about your data management
In the last 30 days, approximately how many documents has your company managed?
Documents Data Entered
Minutes per document
2 - SailStream Portal
Objective: To expedite the return of Client documents that will be evaluated by netsirv AI or your sales team.
Email sent to the Client
Sample customer email that can direct your Clients to the Document Collection Portal
Invoice Web Form
Contact Information
Lets make sure your the right person.
Invoice Upload
Please upload carrier invoices to be used in your rate analysis.
Please allow ####### for processing.
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Step Survey
Invoice Count Per Lead
Minutes for CSR to enter an Invoice
Days to Final Upload Report Ready
3 - AI Process
Objective: Use SalesStream AI to generate an error-free upload reports at a record pace.
AI Process Overview
Invoice AI
Review spreadsheet managed record sets.
PDF Loop
CSR sends email with link to web form.
Instant Uploads
Upload file is returned seconds after invoice upload.
Step Survey
Percentage of invoices with errors
Minutes it takes to rework an invoice
Step Survey - Review Upload Document and Prior Steps
Brief Discussion on Lead Intake Process
Are there any irrelevant fields in upload?
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