Immediate savings with minimal effort!
Why OpenMethods?
Break Free From CRM Silos – Rocket Your Customer Experience to New Heights
The CRM exists in a silo, disconnected from the tools and data that drive real impact.
OpenMethods unifies the CRM, telephony, and critical applications into a single agent desktop.
Empower agents with context-powered workflows and insights that propel customer interactions to new levels of efficiency and success.
Getting in touch with a brand is easy—but what happens next?
Customers today can engage with brands through a variety of channels—phone, email, chat, social media, and more. But once they connect with an agent, the experience often takes a turn for the worse.
The Disconnect Between Customers and Agents
Customers can easily initiate contact, but actually resolving an inquiry takes time, repetition, wait time, and frustration.
That’s because service representatives struggle to access the right data at the right time. Valuable customer context and data is scattered across disconnected systems, CRMs, knowledge bases, order management platforms, and more.
Agents waste valuable time switching between systems, searching for context, and manually inputting data.
Empowering Agents, Delighting Customers
Real-Time Context
Real-Time Context
🔹 Agents have complete customer history at their fingertips.
No more asking customers to repeat themselves. OpenMethods provides real-time access to interaction history, preferences, and past resolutions. Agents can instantly provide personalized service, leading to faster issue resolution and a better customer experience.
Accurate & Error Free
Accurate & Error Free
🔹 Eliminates redundant data entry and mistakes.
OpenMethods automates data capture and synchronization, ensuring accurate and consistent information capture across systems.
Push, Pull, & Update
Push/Pull/Update
🔹 Real-time data flow ensures up-to-date information.
Agents don’t need to dig through multiple platforms or refresh screens to find the latest customer details. OpenMethods pulls relevant data from various systems into the agent desktop, while also allowing agents to push and update information in real time—all in one seamless workflow.
Automate & Guide
Automate & Guide
🔹 Reduces manual tasks, accelerating resolution times.
Streamline processes like customer verification, case creation, and workflow management. Guided workflows ensure agents follow best practices, reduce interaction complexity, reduce time-to-train, and enforce consistency and compliance.
Single CRM View
Single CRM View
🔹 Unifies all customer interactions in one place.
No more toggling between disconnected systems. OpenMethods consolidates data from CRM, knowledge bases, order management, and other enterprise systems into a single, intuitive interface. Agents instantly clarify customer needs, leading to seamless and satisfying interactions.
Seamless Experiences, Happy Customers
When agents have instant access to the right information, everything changes.
An agent desktop serviced by OpenMethods means agents have access to the exact information they need at the exact moment they need it. Every experience is connected, effective, personalized, and frustration-free.
The result? – Happier customers, empowered agents, and a streamlined brand experience.
Integrate, Curate, Automate : Directly Inside Zendesk
OpenMethods combines real-time events, external data, workflow automation, and seamless desktop experiences to unify customer and agent interactions like never before.
Agent Actions & Recommendations
Agent actions update in real time based on each interaction’s context, events, and automation triggers—giving agents instant access to relevant tools and recommendations, all without leaving Zendesk.
Integrated Context & Data!
View real-time data from connected systems—no need to switch tabs or store everything in Zendesk.
Agents get guided access to relevant outcomes and insights, tailored to the interaction.
Each section can be expanded or collapsed, with OpenMethods prioritizing the most relevant options based on context and events.
Customer & Interaction Context
Always know who you’re helping—contextual data like customer name and inquiry type appears instantly, driven by the live interaction.
Screen pops and modals guide agents in real time with step-by-step workflows and automation triggers.
Highly configurable and event-aware, they ensure compliance and deliver seamless, personalized experiences for customers and agents.
Multiple Automation Paths
Guided paths keep agents focused and efficient by surfacing recommended next steps within a single experience.
With contextual buttons and checkable options, agents can follow smart workflows, trigger automation, and stay aligned with the most impactful outcomes—no switching required.
What Happens When You Launch With OpenMethods?
⚡️ No more delays, no more repetition—just smooth, intuitive interactions.
😎 Agents feel confident, informed, and ready to solve issues in real time.
🤗 Customers leave every interaction feeling valued, heard, and satisfied.
This is the power of seamless integration. 💥 A connected brand means stronger relationships, increased loyalty, and a service experience that sets you apart from the competition.