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Description
Empower enterprise agents, brokers, and advisors to facilitate impactful and valuable engagements through various digital channels. Each agent receives a tailored website that utilizes enterprise-level content for enhanced interaction. By connecting with customers at the most appropriate moments, agents ensure relevance and convenience in their communications. The personalized websites serve as tools for agents to generate high-quality leads while effectively marketing and selling across all digital platforms. They can initiate automated yet individualized campaigns that not only save time but also allow a greater focus on business growth. Additionally, agents have the capability to track their campaigns, providing real-time insights into the entire distribution process from start to finish. Achieving FINRA/SEC/IIROC/FCA compliance becomes straightforward by keeping a watchful eye on digital communications between agents and customers. Furthermore, seamless integration with existing legacy systems, content repositories, and marketing platforms enhances both efficiency and intelligence in operations. This holistic approach ultimately positions agents for greater success in a competitive marketplace.
Description
Give your agents a desktop that is enhanced to meet the changing expectations of customers and empower them to deliver personalized, meaningful and efficient service. Upstream Works desktop solutions for omnichannel experiences will help you create better experiences. Unified agent desktop with productivity features and visibility of all channels and applications to improve CX and FCR. Convenient flexibility of channels with voice, email and web chat, messaging, video, social, co-browsing, bots, conversational artificial intelligence, and more. Integrate with any AI, business application or CRM system to streamline processes and increase agent productivity. Improve business outcomes using real-time and historic omnichannel Dashboards and reports, including FCR, CES and bot analytics.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Gefen Technologies
Founded
2014
Country
Israel
Website
gefentechnologies.com
Vendor Details
Company Name
Upstream Works
Founded
1995
Country
Canada
Website
www.upstreamworks.com
Product Features
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration