Business Automation Features List
Unify your customer-facing teams with a single all-in-one software and provide them with visibility of every customer interaction. Empower your teams with the technology they need to give your customers a better experience.
Today’s customers are ready to be engaged across multiple channels. This platform offers the industry’s first multichannel customer engagement platform, allowing you to bridge the gap between your sales, marketing, and support teams. Provide the best customer experience across every channel: phone, email, live chat, surveys, and social media.
Give your customer-facing teams the flexibility to collaborate in real time and communicate deliverables across departments. We give your teams access to a shared customer database and real-time messaging tools so that every team member can work together to deliver a consistent customer experience before, during, and after a sale.
Customer insight is the key to provide a positive customer experience. The business automation system helps your customer-facing teams gather information and derive insights from the many touchpoints of today’s complex customer lifecycle.
We define productivity as improving your business processes and making them easy. From prospect to payment and everything in between, the Business Automation System helps you turn your complex business processes into automated, efficient workflows. Improve every part of your business across all your departments, and keep your teams working
Enterprise-level security features allow you to secure your customer data at different levels. Assign roles for users, define module and field-level permissions, and control who sees what inside CRM with different levels of data sharing. Our state-of-the-art security systems controls access to your entire organization and secures your data at different levels. With features such as encryption, audit logs, IP restrictions, and two-factor authentication, protect your data and allow only authorized users access to it.
The system is designed to be mobile-native to work on any device, any OS, anytime/anywhere. It offers a full range of mobile apps to help your teams stay informed, ready to engage customers, and make decisions on the go.
Have your team up and running within days, with minimal implementation time and cost. Systematically manage your teams however they scale over time, with features like individualized dashboards, centralized admin panel and single billing cycle, and much more.
Optimize and customize your CRM usage with BI to analyze the data each rep enters and the tasks they complete every day to predict the outcome of sales activities. The CRM also offers solutions to complete these activities smarter and faster.
Each corner of the system can be customized and configured to help you adapt your CRM to the way your team works. Control how information passes through your pipeline with custom modules, fields, and buttons. Pick and choose the features you need most with native and third-party apps available. Your CRM should be as flexible and dynamic as your business demands.
As your team grows you need to make sure the processes you’ve designed can scale, and that the same level of attention is given to the right customers and leads. The Process Management tool – Blueprint – helps ensure everyone in your team follows the right process, even when you’re not looking.
From sending emails to customers to following up with leads to updating required fields, there’s a lot you need to do everyday. Workflow rules help you get that work out of the way by automatically triggering those actions when specified conditions are met. Set up to 10 conditions for a single rule, and increase the power of a single workflow 10 times.