RFP Ingestion by Using Intelligent Document Reader

Intelligent Document Reader to quickly and accurately extract information from documents, and integrate the extracted data in Salesforce objects. This enables faster response times to provide detailed media proposals to the brand. With Intelligent Document Reader, you can achieve enhanced efficiency and accuracy in campaign management.

This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

Intelligent Document Reader offers you:

• Quicker Request for Proposal (RFP) turnaround time by integrating data from different file types

• Automated data capture to reduce errors and enhance response accuracy

• Increased productivity, and greater campaign success by eliminating time-consuming tasks

To build a comprehensive template that accurately maps content to Salesforce objects, and supports most Request for Proposal (RFP) formats, create the document type and the document template. If you’re an admin looking to set up Intelligent Document Reader for Media Cloud, watch this video.

After the feature is set up, any Media Cloud customer can use Intelligent Document Reader to extract and upload information from RFPs and Campaign Briefs sent over email attachments. For example, if you’re a Media Planner or a Sales Representative, you can use Intelligent Document Reader for RFP ingestion. This video explains how you can do that.