Automating the input of sales leads received by PDF attached to email to extract accurate information from the PDF and ultimately have it end up in my Salesforce.
The ease of setting up a new document is fantastic. The biggest issue I've had in the past with other services is that it is rarely consistent with the accuracy when parsing the information. I use it to pull information from sales leads that come in by email with a PDF attachment that contains the lead information. My process in the past was to have to manually type the info into a spreadsheet or into my Salesforce account directly; which is very time consuming for my clerical staff.
I've automated this process by having the email automatically forwarded to my Zapier account, then they Zap it to Docparser. Docparser then works their magic and sends it back to Zapier that takes the accurate information and uploads it to my Salesforce and starts the lead followup campaign and notifies me that there is a new lead to contact.
I tried other services in the past, but if there was any variation in the information on the PDF (even one extra space) the information was not accurately parsed. I've set Docparser up and have run 100s of leads through it with 100% accuracy and no need to tweak anything. It is worth every penny and has saved me an absurd amount of time and money spent on paying my staff to manually input the information; not to mention, it allows me to get back to the potential client in a matter of a couple minutes from the initial inquiry time.
Thank you Docparser!
PS - The Customer Support department rocks too. They were very helpful!