Experience game-changing customer service!
OpenMethods centralizes your workflows, data, and third-party applications into the Zendesk workspace to deliver best-in-class CX that scales with your organization!
The Challenge
Bringing contextual relevance across a myriad of applications
To run your business-critical apps and tools smoothly, you require data from different applications, integrations, and sources. However, they lack a crucial feature – the ability to integrate contextual data real-time into Zendesk.
Data overflow
Apps with niche functionality gather a wide breadth of data that is tedious and cumbersome to sift through during customer interactions.
One directional context
The data you need lives in siloed apps and lacks bidirectional transfer.
Marketplace apps & add-ons
Managing multiple marketplace applications can be a significant challenge as it involves handling various contexts, data, integrations, and contracts.
The Solution
OpenMethods with Zendesk!
OpenMethods is not merely an “add-on” to Zendesk. Our partnership with Zendesk is earning us the trust of their enterprise clients with every customer conversation!
How we do this
Turn process into PopFlows
Build and design PopFlows that turn complex business processes into repeatable workflows. Your agents spend less time learning your processes! Take a look at a few example use cases where OpenMethods helped supercharge the Zendesk Customer Experience.
The OpenMethods Experience Designer enables the creation of efficient workflows with numerous customization options to provide real-time information directly to Zendesk. These workflows are referred to as PopFlows.
Data accuracy
Agents can manage information in Zendesk with custom forms and buttons for accuracy.
Pop Context
Easily access relevant context without switching between applications by using modals and overlay within Zendesk.
Centralize Zendesk
Agents access essential information seamlessly in Zendesk without searching across multiple platforms.
Curate Customer, Agent, & CRM Experiences!
Flexibility & scale at your fingertips
Configure the experiences to ease customer and agent interactions within Zendesk.
Connect one or multiple platforms according to your requirements!
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.
What sets OpenMethods apart from the competition in the Integration Platform as a Service (IPaaS) market?
OpenMethods stands out from the numerous IPaaS (Integration Platform as a Service) products and services in several key ways:
Specialization in CRM Integration: OpenMethods specializes in CRM integration, making it a focused expert in this domain. Unlike general IPaaS solutions, which cover a wide range of integrations, OpenMethods is tailored specifically for enhancing CRM workflows and customer interactions.
Efficiency and Streamlining: Our approach prioritizes streamlining CRM workflows, making them more efficient and user-friendly. We offer features like PopFlows and centralizing CRM data, which are designed to minimize manual tasks and boost agent productivity.
Enhanced Customer Experience: OpenMethods places a strong emphasis on improving the customer experience. We ensure that customer interactions are smoother and more personalized, reducing the need for customers to repeat information and ultimately increasing satisfaction.
Contextual Information Delivery: Our modals and overlays deliver contextual customer information directly to agents, eliminating the need to switch between applications. This feature is particularly valuable for CRM-related tasks.
Data Accuracy and Real-time Updates: OpenMethods provides tools for data accuracy and real-time updates within the CRM system. Custom forms and buttons enable agents to collect, edit, and update information from multiple applications directly within the CRM.
Access Control and Data Security: We offer robust access control features to manage application access efficiently, ensuring data security. Agents can access only the data they need, enhancing security and compliance.
Focused Integration: While IPaaS services may cater to a wide range of integrations, OpenMethods is dedicated to enhancing CRM integration specifically. This focus allows us to develop specialized features and solutions for CRM-related challenges.
OpenMethods differentiates itself by its specialization in CRM integration, emphasis on efficiency and customer experience, contextual information delivery, data accuracy, and a focus on access control and security.
These factors combine to make OpenMethods a powerful choice for organizations looking to elevate their CRM integration and enhance customer interactions.
Are you just another Marketplace Extension or Add-On to Zendesk?
OpenMethods is not just another marketplace extension or application add-on. We understand that there are numerous add-ons available in the market, and choosing the right one for your business is a critical decision.
Here’s why OpenMethods stands out and why you should consider us over the thousands of other add-ons:
Specialized Focus on CRM Integration: OpenMethods is dedicated to CRM integration, which sets us apart from generic add-ons. Our solutions are tailored specifically to enhance customer relationship management, ensuring that your CRM system functions seamlessly with other applications. This specialization means that we bring deep expertise and a unique approach to CRM integration challenges.
Efficiency and Workflow Streamlining: We are committed to streamlining CRM workflows and enhancing operational efficiency. Our features like PopFlows, centralizing CRM data, and contextual information delivery are designed to make your CRM usage more efficient, saving time and reducing manual tasks.
Enhanced Customer Experience: OpenMethods places a strong emphasis on improving the customer experience. We ensure that your agents have the right information at their fingertips, reducing customer frustration due to repeated information requests. This ultimately leads to happier customers and increased loyalty.
Contextual Data Integration: Our modals and overlays deliver context directly to agents, eliminating the need to switch between applications. This means your team has the relevant information they need when they need it, improving decision-making and customer interactions.
Data Accuracy and Real-time Updates: OpenMethods provides tools for data accuracy and real-time updates within your CRM system. Custom forms and buttons allow your agents to collect, edit, and update information from multiple applications directly within the CRM, reducing errors and ensuring data consistency.
Access Control and Data Security: We offer robust access control features, allowing you to manage application access efficiently and ensure data security. Agents can access only the data they need, enhancing overall security and compliance.
Proven Track Record: OpenMethods has a proven track record of success. We’ve helped numerous businesses across various industries enhance their CRM integration, improve customer interactions, and optimize operational efficiency.
OpenMethods is not just another add-on; we are a specialized CRM integration solution provider with a focus on efficiency, customer experience, data accuracy, and security.
We offer a unique set of features and a dedicated approach to CRM integration that can significantly benefit your business and set you apart from the competition.
How is OpenMethods tailored to meet the needs of enterprise customers specifically?
OpenMethods possesses a unique capability to address the intricate demands of enterprise-level entities, including those that hold esteemed positions in the Fortune 10, 50, and 100. Our extensive expertise, forged over a decade, has been dedicated to serving enterprise customers, evidenced by the fact that a staggering 98% of our clientele represents Fortune 10, 50, and 100 companies.
Here’s why the enterprise – fortune 10, 50, and 100 businesses select OpenMethods over the others:
Scalability: OpenMethods is designed to scale effortlessly with large enterprises. Whether you have hundreds or thousands of users across multiple locations, our solutions can seamlessly adapt to your growing needs.
Customization: Enterprises often have unique and complex workflows. OpenMethods offers a high degree of customization, allowing us to align with your specific business processes and CRM setup, ensuring a tailored fit.
Data Security: We understand the heightened sensitivity of enterprise data. OpenMethods employs robust access control and security measures to safeguard your valuable information, meeting the stringent security standards demanded by Fortune 10, 50, and 100 companies.
Dedicated Support: Our enterprise clients receive top-tier, dedicated support with priority response times. Our team is experienced in handling the unique challenges that large organizations face and is ready to assist you every step of the way.
Compliance: OpenMethods is designed to meet the compliance standards commonly expected by Fortune-caliber enterprises. This ensures that you remain in full regulatory compliance, providing peace of mind for audits and industry-specific regulations.
Integration Expertise: Large enterprises often have complex IT environments with numerous applications. Our deep integration expertise ensures that your CRM works seamlessly with your existing tools, optimizing your operations and data flow.
OpenMethods is the ideal choice for Fortune 10, 50, and 100 companies, as we are tailored to meet the unique demands of large enterprises.
Our scalability, customization, data security, dedicated support, compliance readiness, and integration expertise make us the trusted partner for optimizing CRM integration within your organization.
Results you can track.
The results speak for themselves. Our clients who use OpenMethods Experience Cloud as part of their CX suite have more efficient agents, happier customers, and streamlined workflows. We like to call it a win/win/win.
PopFlow’s features, advantages, and value
Tailor your workflows and automate processes in real-time with the versatility of PopFlow.
