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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Deloitte Halo is designed to be promoted to potential Whistleblowers, whether they are internal to an organization or part of a broader group of Eligible Whistleblowers. Our offering can be customized to align with the specific brand, culture, and operational scale of any organization, while clients also have the option to select a more straightforward, off-the-shelf version. By utilizing Deloitte Halo, Whistleblowers and Eligible Recipients receive guidance and support throughout the disclosure process, with the ability to independently check updates on their submitted cases at any time. Furthermore, Halo has been enhanced to incorporate a complaints module, enabling users to receive, manage, and resolve complaints from their entire customer base effectively. Additionally, we have introduced a registers module, which facilitates the tracking of various items such as gifts, conflicts of interest, and accidents, all seamlessly integrated within the platform. This comprehensive approach ensures that organizations can maintain transparency and accountability while fostering a safe environment for disclosures and complaints.

Description

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3CX
ChatGPT
Device42
Facebook Ads
Forethought
HubSpot CRM
Microsoft 365
Microsoft Intune
OpenAI
PTC Implementer
PTC MOVE
PTC WebShip
PagerDuty
Shopify
Slack
Splunk Cloud Platform
Trustpilot
Twilio
Zapier

Integrations

3CX
ChatGPT
Device42
Facebook Ads
Forethought
HubSpot CRM
Microsoft 365
Microsoft Intune
OpenAI
PTC Implementer
PTC MOVE
PTC WebShip
PagerDuty
Shopify
Slack
Splunk Cloud Platform
Trustpilot
Twilio
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Deloitte

Founded

1845

Country

United Kingdom

Website

www2.deloitte.com/au/en/pages/risk/solutions/whistleblower.html

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Whistleblowing

Access Controls / Permissions
Automated Routing
Compliance Management
Customizable Branding
Multi-Language Support
Real-Time Chat
Reporting / Analytics
Workflow / Process Automation

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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