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1100 Main St., Suite 400
Kansas City, MO 64105
310-579-4800
Connect with a team member directly!
Chris Van Pelt
Holly Materson
Keith Pavlick
Ryan Carrigan
Have questions or want to learn more about OpenMethods’ features?
Schedule a demo today and see it in action!
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Frequently Asked Questions
What is OpenMethods, and how does it work?
OpenMethods is a seamless integration platform that connects your CRM (Zendesk & Oracle) with telephony and third-party applications, eliminating system silos. It streamlines agent workflows, reduces handle times, and enhances both customer and agent experiences..
Can OpenMethods Automate Workflows Like an iPaaS?
OpenMethods automates workflows but isn’t an iPaaS. It focuses on contact center automation, enabling real-time CRM integrations, guided agent interactions, and workflow triggers without complex backend development. Its priority is enhancing agent efficiency and customer experience over general system connectivity.
What are the main benefits of using OpenMethods within the CRM??
- Eliminates app-switching for agents, improving efficiency.
- Reduces average handle time (AHT) by automating key workflows.
- Provides real-time access to customer data across systems.
- Enhances agent experience with guided interactions and automation.
Can OpenMethods integrate with other applications beyond Zendesk and Oracle?
Yes! OpenMethods supports hundreds of integrations with telephony providers, AI tools, analytics platforms, and third-party business applications—ensuring your contact center ecosystem is fully connected.
Is OpenMethods secure and compliant?
Absolutely. OpenMethods follows strict security and compliance standards, ensuring that data access and workflows meet enterprise-grade security requirements for industries like finance, healthcare, and retail.
How does OpenMethods integrate with THE CRM?
OpenMethods provides exclusive, deep integrations that embed directly within Zendesk and Oracle. Unlike generic connectors, our platform ensures real-time automation, guided agent workflows, and data accessibility—all within the CRM interface.
IS OPENMETHODS AN IPAAS PLATFROM?
No, OpenMethods is not an iPaaS. iPaaS solutions provide broad, cloud-based integration for various applications and data sources. OpenMethods, on the other hand, focuses on real-time CX integration, streamlining workflows between CRMs and contact center applications without complex development.
Does OpenMethods require additional software or development work?
No. OpenMethods is designed for quick deployment and integrates natively into Zendesk and Oracle without requiring custom development. Our low-code/no-code environment allows for easy configuration.
How does OpenMethods improve agent productivity and Net Promoter Scores?
By consolidating multiple applications into one intuitive CRM experience, OpenMethods helps agents find information faster, reduce clicks, automate workflows, and eliminate redundant tasks—leading to faster resolutions and improved customer satisfaction.
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How can I get a demo of OpenMethods?
You can request a personalized demo by connecting with our team or filling out the contact form on this page. We’d be happy to show you how OpenMethods can transform your customer and agent experiences!