Use cases

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Customer Service Automation
Customer Offboarding

Offboard customers end-to-end without switching screens, thanks to CRM integrations, AI inbox optimizer, and the Next Matter sidebar app.

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Customer Service Automation
Customer Service Automation
B2B Onboarding – Partners & Customers

Transform complex B2B onboarding into a simple automated workflow & leverage portals to enable self-service

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Customer Service Automation
Retail Customer Service Operations
Customer Service Automation
Product Return, Replacement, and/or Refund

Turn the tables and amaze customers with a product return experience that keeps them coming back to your store.

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Customer Service Automation
Retail & Ecommerce
Compliance Automation
Quarterly Portfolio Reporting

Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems

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Compliance Automation
Financial Services
Compliance Automation
Near-Miss Incident Reporting

Automate the Near Miss reporting workflow as part of an effective Quality Management program. Remove the documentation burden, boost customer confidence, and focus on identifying root causes.

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Compliance Automation
Compliance & Legal Operations
Compliance Automation
Enhanced Due Diligence (Source of Wealth / Anti-Financial Crime)

Automate source of wealth and anti-financial crime checks as part of your automated AFC & AML processes, to eliminate manual coordination risk and ensure compliance.

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Compliance Automation
Financial Services
Customer Service Automation
Vehicle Breakdown & Replacement Support

Automate the vehicle breakdown process end-to-end, and get customers back on the road without a scratch on your reputation.

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Customer Service Automation
Rental & Fleet Services
Venture Capital & Private Equity
Fund Valuations

Carry out your fund valuation process with no manual coordination

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Venture Capital & Private Equity
Reporting Operations
Retail & Ecommerce
Planogram Creation and Approval

Planogram creation standardized with clear documentation and stakeholder alignment

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Retail & Ecommerce
Assortment Operations
Financial Services
Risk Assessment

Access risk and assign risk scores with 5-6x increase in efficiency

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Financial Services
Account & Transaction Operations
Retail & Ecommerce
Inbound Shipment Handling (Retail/E-Commerce)

Handle and process inbound shipments, streamline steps and automate inventory updates

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Retail & Ecommerce
Logistics & Warehouse Operations
Financial Services
Account Creation

Streamline and automate data collection and creation of financial accounts

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Financial Services
Account & Transaction Operations
Financial Services
Bankruptcy

Handle bankruptcy proceedings in a streamlined way, with checklists and automated data collection

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Financial Services
Customer Service Operations (Financial Services)
Compliance Automation
Tax Reporting

Report taxes with automated form steps, documentation, and data management

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Compliance Automation
Compliance & Legal Operations
Financial Services
Dunning

Automate customer communications and internal measures taken for accounts past due

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Financial Services
Account & Transaction Operations
Financial Services
Master Data Collection

Create and maintain your "single source of truth" the automated way

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Financial Services
Account & Transaction Operations
Financial Services
(Temporary) Account Blocking

Block and unblock accounts temporarily and streamline internal and customer communication

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Financial Services
Customer Service Operations (Financial Services)
Financial Services
Terrorism Financing Check

An automated process for handling mandatory terrorism financing compliance checks

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Financial Services
Compliance Operations (Financial Services)
Venture Capital & Private Equity
Partner Resolutions

Resolve partner disputes according to the terms of the partnership agreement with a standardized workflow

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Venture Capital & Private Equity
Investor Operations
Retail & Ecommerce
Quality Management

Standardize and automate quality management procedures and documentation

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Retail & Ecommerce
Assortment Operations
Retail & Ecommerce
New Product / SKU Creation

Create new product listings and SKUs fast using a streamlined process with checklist and sheet integrations

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Retail & Ecommerce
Assortment Operations
Venture Capital & Private Equity
Investment Committee and Minutes

Conduct investment committee proceedings, minutes creation, and circulation

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Venture Capital & Private Equity
Investment Operations
Retail & Ecommerce
New SKU Bundle / Split Creation

A simplified process for creating new SKU bundles / splits

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Retail & Ecommerce
Assortment Operations
Customer Service Automation
Repair Request Management

Submit and carry out internal repair requests with automated instructions and checklists

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Customer Service Automation
Retail & Ecommerce
Retail & Ecommerce
Product / SKU Removal

Remove products and SKUs in an automated way with checklists and integration steps

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Retail & Ecommerce
Assortment Operations
Retail & Ecommerce
Store Onboarding

Onboard new stores and teams for your own locations or partner locations

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Retail & Ecommerce
In-Store & Point-of-Sale Operations
Delivery Services
Live Destination Clarification

Build an automated workflow for customers to confirm delivery destination in the course of an open order

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Delivery Services
Delivery Operations
Delivery Services
Vehicle Purchase and Registration

Purchase, register, and launch new vehicles into your fleet

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Delivery Services
Hub Operations
Financial Services
Card Replacement

Order and send out replacement credit and debit cards in a few clicks

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Financial Services
Customer Service Operations (Financial Services)
Delivery Services
Courier / Rider / Driver Application Management

Receive and process courier/driver/rider applications in a streamlined workflow with auto-documentation

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Delivery Services
Courier Operations
Customer Service Automation
Purchase / Checkout

A customizable application to digitize your customer- and internal-facing purchase and checkout process

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Customer Service Automation
Retail & Ecommerce
Delivery Services
Courier / Rider / Driver Assignment and Dispatching

Assign and dispatch your drivers using an automated workflow in Next Matter

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Delivery Services
Delivery Operations
Retail & Ecommerce
Quality Checklists

Streamline daily quality checks (e.g. daily store opening, closing execution, and tracking)

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Retail & Ecommerce
In-Store & Point-of-Sale Operations
Other
Backoffice Employee Onboarding

Streamline and automate the employee onboarding process with everything you need

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Other
Customer Service Automation
Payment Dispute Handling

Resolve payment disputes end-to-end with automated data collection and streamlined approvals

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Customer Service Automation
Venture Capital & Private Equity
Management Compliance Attestations

Create and manage compliance attestations with automated document creation and data collection

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Venture Capital & Private Equity
Compliance & Legal Operations
Retail & Ecommerce
Regular Quality Audits

Perform routine inventory audits in a few clicks, with no manual coordination

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Retail & Ecommerce
Logistics & Warehouse Operations
Financial Services
Balance Reporting

Collect and structure data to report on balances automatically

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Financial Services
Account & Transaction Operations
Delivery Services
Equipment Request Management

Manage and process equipment requests in an automated workflow

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Delivery Services
Courier Operations
Venture Capital & Private Equity
Deed Compliance

Maintain deed compliance with a standard, automated workflow

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Venture Capital & Private Equity
Compliance & Legal Operations
Venture Capital & Private Equity
Fund Administrator Management

Manage and update fund administrator's with an end-to-end process

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Venture Capital & Private Equity
Reporting Operations
Financial Services
Employee Onboarding - Financial Services

Onboard new employees end-to-end, including mandatory background checks and basic training

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Financial Services
Compliance Operations (Financial Services)
Account & Transaction Operations
Invoice Creation

Create and send invoices with this automated process

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Account & Transaction Operations
Delivery Services
Incomplete Order Investigation and Resolution

Resolve incomplete order investigations in a standardized workflow including managerial decision

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Delivery Services
Customer Service Operations (Delivery Services)
Retail & Ecommerce
Price setting and approval

Set retail pricing and streamline approvals in a simple, automated process

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Retail & Ecommerce
Assortment Operations
Venture Capital & Private Equity
Capital Calls / Drawdowns

Automate your capital calls with a standard workflow that includes document creation

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Venture Capital & Private Equity
Investor Operations
Venture Capital & Private Equity
Impact Reporting

Demonstrate investment impact with a streamlined process

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Venture Capital & Private Equity
Reporting Operations
Delivery Services
SKU Removal Process

Remove SKUs in batches with an automated workflow

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Delivery Services
Hub Operations
Compliance Automation
Expense Management

End-to-end submission and processing of business expenses

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Compliance Automation
Compliance Operations (Financial Services)
Delivery Services
Inbound Shipment Handling (Delivery Services)

Receive and process inbound shipments end-to-end

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Delivery Services
Hub Operations
Venture Capital & Private Equity
Transfers

Manage and execute transfers with ease

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Venture Capital & Private Equity
Investment Operations
Delivery Services
Daily Closing Checklist

Streamline daily closing procedured with checklists and automated steps

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Delivery Services
Hub Operations
Venture Capital & Private Equity
Fund Incorporation

A step-by-step process for fund incorporation

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Venture Capital & Private Equity
Compliance & Legal Operations
Financial Services
Exemption Orders for Capital Gains

Process exemption orders for capital gains with automated documentation and no screen-switching

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Financial Services
Compliance Operations (Financial Services)
Delivery Services
Order Delivery and Receipt Confirmation

Create an automated application for your entire order delivery and receipt confirmation process

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Delivery Services
Delivery Operations
Venture Capital & Private Equity
Exit Management

Manage and carry out exits with standard process steps and full documentation

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Venture Capital & Private Equity
Investment Operations
Venture Capital & Private Equity
Portfolio Company Master Data Management

Manage and update portfolio company master data

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Venture Capital & Private Equity
Reporting Operations
Financial Services
Decease and Inheritance Management

An automated way to manage inheritances and decreases without manual coordination

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Financial Services
Customer Service Operations (Financial Services)
Venture Capital & Private Equity
Know Your Customer (KYC) for all investors on the cap table and the founders

Enables faster KYC for investors and founders with automatic data gathering and no manual checks

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Venture Capital & Private Equity
Investment Operations
Delivery Services
Credit Voucher Management

Create, assign, and issue credit voucher for your customers

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Delivery Services
Customer Service Operations (Delivery Services)
Financial Services
AML Compliance Sampling

An automated process for handling mandatory anti-money laundering compliance checks

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Financial Services
Compliance Operations (Financial Services)
Financial Services
Fraud Investigations (internal and external)

Investigate, manage, and document fraud cases end-to-end without internal email

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Financial Services
Compliance Operations (Financial Services)
Venture Capital & Private Equity
Special Purpose Vehicle (SPV) Operations

Standardize and automate your SPV operations using customizable processes and checklists

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Venture Capital & Private Equity
Compliance & Legal Operations
Venture Capital & Private Equity
Company Onboarding

Onboard third party vendors end-to-end, with zero manual coordiantion

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Venture Capital & Private Equity
Investment Operations
Customer Service Automation
Feedback Collection

Collect customer feedback with this survey process, using custom forms, email or SMS integration

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Customer Service Automation
Retail & Ecommerce
Financial Services
Password / TAN / PUK Reset

Process password, TAN, and PUK reset requests in simplified way

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Financial Services
Customer Service Operations (Financial Services)
Venture Capital & Private Equity
Allocate investment returns or capital gains with a standard, coordination-free workflow

An automated process for handling mandatory anti-money laundering compliance checks

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Venture Capital & Private Equity
Investor Operations
Other
Marketing Asset Creation

Create your marketing assets with speed and precision, and get product to market faster

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Other
Retail & Ecommerce
Collection Planning

Plan your collections in a clear and consistent way, and get ready for the next season

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Retail & Ecommerce
Assortment Operations
Financial Services
Regular Client Check

Automate regular risk check-ups for your customers

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Financial Services
Customer Service Operations (Financial Services)
Compliance Automation
Regular Audit Management

Complete regular internal audits with speed, precision, and automation

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Compliance Automation
Compliance & Legal Operations
Other
Vacation Requests

A streamlined vacation request submission and approvals process

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Other
Other
Third Party Vendor Onboarding

Onboard third party vendors end-to-end, with zero manual coordination

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Other
Financial Services
Account Reconciliation

Speed up reconcilliations with checklists and streamlined process steps designed for accounting ops.

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Financial Services
Account & Transaction Operations
Other
Employee Offboarding

Streamline and automate the employee offboarding process with everything you need

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Other
Retail & Ecommerce
Partner Campaign Management

Orchestrate and launch campaigns for partners, with stakeholders aligned and handovers automated

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Retail & Ecommerce
Retail Customer Service Operations
Financial Services
Sanctioned Group or Individuals Checks and Block

A streamlined process for checking and blocking sanctioned groups or individuals from utilizing financial services

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Financial Services
Compliance Operations (Financial Services)
Retail & Ecommerce
Order Fulfillment Workflow

Streamline order fulfillment end-to-end, for both in-store and online purchases, from picking to dispatching

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Retail & Ecommerce
Logistics & Warehouse Operations
Other
Contract Approval

Create, approve, and execute contracts with this customizable process

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Other
Venture Capital & Private Equity
Distributions

Allocate investment returns or capital gains with a standard, coordination-free workflow

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Venture Capital & Private Equity
Investor Operations
Retail & Ecommerce
Overdelivery / Underdelivery Management

End-to-end process and handling for overdelivery and underdelivery

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Retail & Ecommerce
Logistics & Warehouse Operations
Other
Master Data Change Requests

Document and execute updates to customer accounts without switching between systems

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Other
Financial Services
Account Closing

Close accounts and automate documentation in a streamlined process

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Financial Services
Account & Transaction Operations
Financial Services
Subpoena Management

Streamline management and coordination of internal actions around subpoenas

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Financial Services
Compliance Operations (Financial Services)
Retail & Ecommerce
Stock Level Notifications

Automate inventory alerts and take standardized action

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Retail & Ecommerce
Logistics & Warehouse Operations
Delivery Services
Partner / Supplier Onboarding

Streamline partner and supplier onboarding end-to-end

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Delivery Services
Hub Operations
Compliance Automation
Workplace Security

Carry out your workplace security trainings with clarity, consistency, and no email coordination

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Compliance Automation
Compliance & Legal Operations
Financial Services
RFI (Request for Information) Handling

Automate data collection and internal coordination steps for handling RFIs

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Financial Services
Compliance Operations (Financial Services)
Retail & Ecommerce
Warehouse Opening

New warehouse opening process, end-to-end, with clear instructions, document management, and sign-offs streamlined

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Retail & Ecommerce
Logistics & Warehouse Operations
Other
Legal Document Creation

Create legal documentation in an automated style, without opening a word processor

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Other
Financial Services
PEP & Sanctions Check

Streamline internal scanning for Politically Exposed Persons (PEPs) or sanctions

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Financial Services
Account & Transaction Operations
Financial Services
KYC & Onboarding

Enables faster KYC & Onboarding by automating data gathering and eliminating manual checks

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Financial Services
Account & Transaction Operations
Financial Services
Mass communication (Market Events)

Send out mass communications to customers in batch with full automation and templated messaging

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Financial Services
Customer Service Operations (Financial Services)
Other
Inventory Replenishment / Restocking

Automate and carry out restocking requests with no manual coordination

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Other
Venture Capital & Private Equity
LP Reporting

Share quarterly reports, capital calls, tax documents and more with Limited Partners

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Venture Capital & Private Equity
Reporting Operations
Retail & Ecommerce
Credit Voucher Management

Create and apply credit vouchers to customer orders and accounts in seconds

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Retail & Ecommerce
Retail Customer Service Operations
Retail & Ecommerce
Shelf / POS Replenishment / Restocking

Automate and carry out Shelf/POS restocking with no manual coordination

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Retail & Ecommerce
In-Store & Point-of-Sale Operations
Financial Services
Bank Statement Generation

Collect and structure data to generate bank statements in an automated way

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Financial Services
Compliance Operations (Financial Services)
Venture Capital & Private Equity
Investor Onboarding

Onboard new investors end-to-end with zero manual coordiantion

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Venture Capital & Private Equity
Investor Operations
Delivery Services
SKU Addition Process

Add SKUs to your products in batches, the automated way

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Delivery Services
Hub Operations

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