The Ultimate Oracle and Zendesk Solution!
Enhance Customer Satisfaction, Agent Performance, and Workflow Efficiency.
OpenMethods Delivers Superior CRM Experiences.
Experience Designer
A designer for creating custom workflows tailored to user and business needs, enhancing CRM operational efficiency. It also supports user configuration and management of the Experience Cloud platform.
Customer Success
We succeed when you succeed. Our Customer Success team empowers you with best practices, wellness data, and relentless advocacy to make sure you get the most out of your solution.
Support
If you ever have a problem, the Support team is here for you 24/7, every day of the year. Our best-in-class support is equipped with the expertise and know-how to help you with any issues that may arise.
Real-Time Guidance
Provides CRM agents with immediate, context-sensitive information, curating and displaying essential data such as customer history and preferences in real-time to deliver personalized and efficient service during interactions.
AppConnector
AppConnector Securely connects and manages data the flow between CRM clients and the Experience Cloud, reducing data leaks and streamlining workflows.
Experience Simulator
The Experience Simulator allows users to test and validate workflow changes in a controlled environment before live deployment, ensuring effectiveness and accuracy with user experiences.
OpenConnect
OpenConnect Integrates contact center platforms (CCaaS, UCaaS, voice, and telephony) and manage context between voice & CRM interactions. OpenConnect allows connection to any platform to help drive real-time context into your CRM.
Single Sign-On
Enables users to effortlessly access all integrated applications and services using a single set of login credentials, streamlining the login process and enhancing security.
Curate Customer, Agent, & CRM Experiences!
Flexibility & scale at your fingertips
Configure the experiences to ease customer and agent interactions within Oracle and Zendesk.
Push and pull data between multiple sources
Easily establish connections to API and data sources and re-use connections anywhere within workflows! There are no limits!
Examples connections:
- Internal CRM Data
- Telephony
- External
- Homegrown
- Third Party
Workflow Automation
Based on an event such as an interaction answered, a ticket created, an interaction escalated, etc.
Access all the CRM fields! Quickly assemble workflows and trigger conditions based on existing fields or events within the CRM.
Save time with context driven automation
There is no need to copy and paste data! Auto-populate fields with the right data, at the right time, for the right interaction.
Modals, Screen Pops, & Real-time Guidance
Choose what data is displayed and how it is displayed – whether it is in a form, a multiple choice flow, an automated workflow, an agent script, or any other method of curating context.
Improve Quality & Compliance
Most integration and apps allow users to bypass important steps vital to compliance or workflow processes. OpenMethods ensures the right information is collected the first time!
Gather the necessary requirements and make informed decisions based on the provided information.
Testing Made Easy
The key is scale, flexibility, and the ability to test your changes and replicate them into your chosen CRM workflows.
Test and Experiment, Segment Changes to single users, multi-users, and profiles before saving to production.
Improve The Experiences
Make changes available to any necessary users immediately. Build a flexible and automated experience that can grow and scale with your business demands, seasons, and peaks.
Push and pull data between multiple sources
Easily establish connections to API and data sources and re-use connections anywhere within workflows! There are no limits!
Examples connections:
- Internal CRM Data
- Telephony
- External
- Homegrown
- Third Party
Workflow Automation
Based on an event such as an interaction answered, a ticket created, an interaction escalated, etc.
Access all the CRM fields! Quickly assemble workflows and trigger conditions based on existing fields or events within the CRM.
Save time with context driven automation
There is no need to copy and paste data! Auto-populate fields with the right data, at the right time, for the right interaction.
Modals, Screen Pops, & Real-time Guidance
Choose what data is displayed and how it is displayed – whether it is in a form, a multiple choice flow, an automated workflow, an agent script, or any other method of curating context.
Improve Quality & Compliance
Most integration and apps allow users to bypass important steps vital to compliance or workflow processes. OpenMethods ensures the right information is collected the first time!
Gather the necessary requirements and make informed decisions based on the provided information.
Testing Made Easy
The key is scale, flexibility, and the ability to test your changes and replicate them into your chosen CRM workflows.
Test and Experiment, Segment Changes to single users, multi-users, and profiles before saving to production.
Improve The Experiences
Make changes available to any necessary users immediately. Build a flexible and automated experience that can grow and scale with your business demands, seasons, and peaks.
Streamlined User Experiences That Boost CX And EX
Whether it’s customer interactions or back office operations
OpenMethods is dedicated to improving both Customer and Employee Experience.
A Disconnected Customer & User Experience!
It doesn't matter if you're working in customer interactions or back office operations within Oracle or Zendesk. The amount of manual or basic automation required to improve work is still time-consuming and costly. Most companies deploy add-ons or one-off customizations in the hope of streamlining tasks, but these often prove difficult to manage, scale, and configure, leading to increased handling times and poor experiences.
Enhancing Customer & User Experiences
OpenMethods provides a flexible, scalable, and easy to configure experience for both Customers and CRM Users. These experiences are proven to reduce handle time of interactions within the Oracle and Zendesk CRM. Allowing for a streamlined workflow guided by real-time data and flexible options.
Results you can track.
The results speak for themselves. Our customers have more efficient agents, happier customers, and streamlined workflows. We like to call it a win/win/win.
Delivered By “Experience Cloud”
OpenMethods exclusively integrates with Oracle or Zendesk CRM, seamlessly integrating value to enhance the experience of customers and agents.
Experience Cloud’s Exclusive Integrations
And our customers agree!
Here are just a few of our many satisfied customers who have benefited from using OpenMethods.
Check out a case study for more information!