TLDR; Features
Seamless CX Integration, Without the Complexity
Modern contact centers need real-time, effortless integrations to deliver exceptional customer experiences. OpenMethods eliminates the friction between your CRM, contact center apps, and communication tools—without the need for complex development.
Explore how OpenMethods empowers your agents with the right data at the right time, improving efficiency, reducing handle times, and enhancing customer satisfaction.
Communication Enhancements:
How we elevate your existing communication channels, enabling smooth, integrated customer interactions.
Unified Channel Experience
Live Insights for Better Conversations
Tailored Communication
Embedded Tools, Instant Access
📲 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:
How we streamline workflows and business processes, making complex tasks simple and efficient.
Smart Data Entry, Zero Effort
Event-Driven Automation
Guided Agent Assistance
Seamless Compliance & Accuracy
🪄 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 effortlessly meet required standards and validations.
🤗 Automate Ticketing and Contact Tasks: Simplify ticket and contact management with automated task handling.
End-To-End Security Assurance:
How we ensure your data and processes remain secure with industry-leading protection.
Seamless & Secure Access
End-to-End Data Protection
Precision Access Control
Enterprise-Grade Compliance
🎉 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.
🛡️ Enterprise Security Standards: OpenMethods meets ISO 27001 requirements, providing confidence in data privacy and operational security.
A Deeper Look At Why It All Matters:
Seamless Automation
Simplify complex tasks and reduce manual effort with real-time automation that enhances efficiency, reduces errors, and drives consistent productivity.
Unified CRM Experience
Keep your agents engaged within your CRM with a single, streamlined interface that reduces toggling and boosts productivity.
Configured Outcomes
Tailor workflows, processes, and automations to meet your unique business goals, ensuring consistent and measurable results across every interaction.
User Centric Experiences
Empower agents with intuitive, easy-to-use tools designed to reduce friction, enhance efficiency, and deliver exceptional customer service with every touchpoint.
WorldClass Support
Rely on expert support from a dedicated team that understands the CRM, contact center, and business needs and is committed to helping you achieve long-term success.
THE DATA YOU NEED
Gain real-time access to critical data from across systems, enabling agents to make informed decisions and deliver personalized experiences effortlessly inside the CRM.
QUICK IDENTIFY GAPS
Detect workflow inefficiencies with powerful insights and experience simulations, allowing your team to optimize processes and improve performance continuously.
Award Winning quality
Trusted by leading global brands and recognized for innovation, OpenMethods delivers enterprise-grade solutions with proven excellence in service and performance.
hundreds of integrations
Seamlessly connect with hundreds of applications and platforms, ensuring your systems work together smoothly to support your evolving business & workflow needs.
Exclusive Integrations with Zendesk & Oracle
OpenMethods is purpose-built for deep, seamless integration with Oracle and Zendesk—far beyond basic connectors.
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!