Let's not let simple mistakes create major problems! Automatically validate all inbound client chats and calls and alert your team to unauthenticated users before taking action.

Like an ATM card pin code, pre-set the security pin or secret within your CRM, PSA, or Ticketing system ahead of time. This is great for VIP clients which can be automatically routed once a validated pin is entered. 

Automatically send an SMS text message or email after we match a user based on data from your system. Once a code is successfully matched, we will route the user to a team member with an on-screen message saying authenticated.

If we can't automatically validate a user before they reach a live team member, we can show an on-screen message and then provide options for an on-demand random SMS text message or email.

If it's not in the system it didn't happen, right? Let's capture all the right info from your client and get it into your CRM, PSA, or Ticketing system automatically. Streamline the client and team member experience.

Let's ask right off the bat, if the request your client is calling about is new then we will automatically create a new ticket or case in your system. It will be logged under the right client and contact for easy tracking

If your customer is calling in about a current issue or request, let's ask them for the ticket or case number so you can pick up where they last left off. If the last person isn't available, we will route to the next available team memeber.

We already know who is contacting you and what they are contact you about . Let's make sure your team has all the right info on their screen with all their proper tools logged in and at their finger tips. Fast & Efficient 

Let's put the days of ring everyone for any reason behind us. Let's use the data already in your systems and tools to get clients to the right place and deliver a premium experience.

Define where your clients should be routed ahead of time from within your CRM, PSA, or Ticketing system. Bypass many or all of the options from your auto attendant rather instantly route clients to the right person, team, or group. 

If you have spent the time to categorize clients into sites, territories, or regions within your CRM, PSA, ERP, or Ticketing system we can leverage that data to automatically route your clients to the right place. Avoid the transfer in between departments multiple times.

Does the decision maker or VIP need to go one way versus the front line worker or back office user? Utilizing the position, role, or title of your clients from within your CRM, ERP, PSA, or Ticketing system we can route clients to different people, groups, or teams to enhance the experience. 

Timely and accurate information should be logged in your tools and systems during & after an interaction with your client. One step further, being able to create actionable insights from those client interactions gives you the visibility and business intelligence you need to level up.

Let's leave the he said / she said or they never said in the past. Capture every moment and have the summary, and full threaded transcription added into your systems and tools instantly.

Take the important things from the client conversation such as follow up items, next steps, and make it clear who is supposed to do what so that the ball doesn't get dropped after you disconnect with your client.

Take the entirety of a client communication, determine if the experience was bad, neutral, or good by providing a 1 to 10 score and then the reasons why that score was given. Also, provide your team with some coaching points and tips based on that client discussion on ways to improve and tips for the next time.