Streamline your app stack inside the Zendesk & Oracle experience.
Customer data lives everywhere – not just your CRM. With all the fragmented apps and data sources, how are you using customer data in ways that actually benefit your customer?
OpenMethods leverages interaction-specific customer data from any of your existing apps directly into Zendesk & Oracle desktops.
The Challenge
Data everywhere; Context nowhere
Your current application stack is full of business-critical apps and tools. And while these individual apps are great on their own, they lack one critical feature: bringing contextual data back to the CRM.
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 in your application stack is housed in siloed apps and lacks bidirectional context transfer.
Managing access
Overseeing access to multiple data sources can be demanding and complex, presenting notable challenges and potential pitfalls.
A common contact journey
Fragmented + Time Consuming = Expensive
The significant drawback is the inability to synchronize contextual data with the CRM.
The Solution: OpenMethods transforms data into Context
OpenMethods centralizes data from existing apps and tools directly inside the Zendesk & Oracle CRM Experience.
Brands using OpenMethods decrease agent effort by 25% or more.
Enhance Agent Efficiency: Reduce handle time and increase agent productivity by providing agents with all necessary information directly in the Zendesk workspace.
Improve Customer Experience: Deliver personalized interactions by providing agents with real-time access to customer data and interaction history.
Centralize the CRM
Pull context directly into the CRM so agents have fewer places to hunt for context.
Pop Context
Modals and overlays bring relevant customer context directly to agents – without the need to toggle between apps.
Data accuracy
Custom forms and buttons allow agents to collect, edit, and update info from multiple apps directly from the CRM.
Auto Populate Fields
No need to copy+paste data!
Auto-populate data fields with customer data.
Filter Data
Use customer data such as phone number or email address to search and return customer records.
Streamline access
Easily manage application access by showing agents data they need while restricting data they do not.