Communication Enhancement
- Seamless Channel Integration: Combine phone, chat, email, and social interactions into one unified interface.
- Real-Time Conversation Insights: Provide agents with context and data during live interactions.
- Customizable Communication Workflows: Tailor communication processes to meet specific business needs.
- Embedded External Tools: Access third-party tools and data directly within your communication platform.
Workflow Optimization
- Auto-Populate Fields: Save time by automatically filling in critical data fields.
- Trigger Automation on Events: Initiate workflows based on predefined triggers and actions.
- Guide Agents to Outcomes: Provide step-by-step assistance to help agents reach optimal resolutions.
- Enforce Validation and Requirements: Ensure processes meet required standards and validations effortlessly.
- Automate Ticketing and Contact Tasks: Simplify ticket and contact management with automated task handling.
End-to-End Security Assurance
- SAML-Based Authentication: Enable secure, single sign-on access using industry-standard protocols.
- Data Encryption: Protect sensitive customer and business data with advanced encryption.
- Granular Role-Based Access Control: Restrict access based on roles to enhance security and compliance.
- Continuous Monitoring: Ensure system and data protection with 24/7 monitoring and alerts.
Features & Benefits At A Glance
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.
Get A Demo & Quote!
We’d love to demonstrate how we can streamline your CRM, bridging the gaps between your agents, customers, and business processes for a more connected experience.