Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace
Facebook
WhatsApp
X (Twitter)

Integrations

AWS Marketplace
Facebook
WhatsApp
X (Twitter)

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

Alternatives

Alternatives

Dyalogo Reviews

Dyalogo

Dyalogo SAS
FROGED Reviews

FROGED

FROGED Technologies