Connect Every Customer, Partner, and Business Interaction

Empower Customers & Partners with Self-Service

Build safe, simple portals that allow customers and partners to access your business directly.

• Customer Self-Service: Allow customers to view account information and service features on their own.
• Partner portals: Make it easier for your partners to onboard, register deals, and make sales.
• Account & Order Tracking: View order status, invoices, and transaction histories.
• Online Support Requests: Users can submit, view, and track support requests for online assistance.
• Documents & Information Access: Distribute contracts, manuals, and company news securely.
• Real-time Status & Updates: Offer real-time insights into orders, service SLAs, and delivery.

Deliver Faster, More Connected Service

Make customer support efficient with connected case management, automated workflows, and shared knowledge.

• Case Management: Move and handle support cases between service teams easily.
• Ticketing & Service Requests: Track customer issues from start to finish.
• SLA & Escalations: Avoid missing SLA deadlines with automated SLA notifications.
• Knowledge Management: Keep solution guides accurate and easy for agents and customers to search.
• Customer Self-Service: Help customers find answers with a smart knowledge base.
• Service Analytics & Reporting: Monitor service performance data and team productivity on an ongoing basis.

Turn Leads into Lasting Customer Relationships

Automate sales and marketing processes and give your teams full transparency into every moment of the customer journey.

• Leads & Opportunities: Track and record leads and sales pipeline progress.
• Campaign Management: Execute campaigns via digital channels.
• Marketing Automation: Nurture leads, create email workflows, and manage customer follow-up.
• Customer Segmentation: Target specific audiences based on real-time behavioral insights and purchase history.
• Customer Journeys: Craft a tailored engagement series that moves prospects to happy customers.
• Sales Pipeline & Forecasting: Forecast future revenue with sales analytics.
• Targeted Promotion: Push relevant Offers based on live customer engagement.

Create Consistent Experiences Across Every Channel

Connect web, mobile, portals, and digital touchpoints to deliver a unified customer experience.

• Web & Mobile Experiences: Build responsive digital interfaces tailored to user needs.
• Digital Self-Service: Simplify digital interactions for customers, dealers, and partners.
• Customer Portals: Unify online transactions, support requests, and account updates.
• Omnichannel Engagement: Maintain consistent communication across email, web, chat, and phone.
• Personalized Experiences: Deliver relevant content based on user roles and past interactions.
• Connected Digital Journeys: Align digital front doors directly with back-office operations.

Connect CRM to Your Existing Business Applications

Use an easy-to-use connector to automate sharing and updating customer, order, pricing, and product information across your solutions.

• EDI Integration: Eliminate the need to manually enter B2B transaction data and transfer it with your trade partners and suppliers.
• ERP Integration: Integrate with SAP, Microsoft Dynamics ERP, and QAD.
• API & Application Integration: Connect enterprise applications, build custom apps, and tap into third-party services.
• Data Flow Synchronization: Synchronize data in real time between systems.
• Order & Transaction Integration: Remove the need to re-enter information between sales and ERP software.
• Workflow Automation: Link CRM, ERP, customers, partners, suppliers, and business apps.

Turn Enterprise Knowledge into Business Value

Make documents, content, and organizational knowledge accessible so employees and partners can get answers faster.

• SharePoint Capabilities: Construct organized intranet portals, collaborative team sites, and document repositories.
• Document Management: Manage, revise, and secure enterprise documents and contracting records.
• Knowledge Portals: Make user guides, policy manuals, and technical documents searchable and accessible.
• Enterprise Collaboration: Bring teams together so they can work within common workspaces and tools.
• Content Management: Easily organize digital assets, corporate news, and operational standards.
• Knowledge Sharing & Self-Service: Share business knowledge to lower demand.