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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

IBM® Business Automation Workflow is a fundamental component of IBM Cloud Pak® for Business Automation, bringing together information, processes, and users to facilitate the automation of digital workflows, whether deployed on-premises or in the cloud. This solution enables the creation of workflows designed to enhance productivity, foster better collaboration among teams, and provide valuable insights for case resolution and improved business outcomes. By consolidating and standardizing task work, organizations can prioritize more effectively. It allows for the integration of process-centric and case-centric operations within repeatable business workflows, catering to broader enterprise demands. The platform accelerates client interactions by granting workflow participants and case workers access to essential systems, information, and analytics. It enhances the speed of transactional workflows and case resolutions, while built-in visibility and robust analytics help pinpoint optimal actions for swift case resolution and stronger collaboration between IT and business teams. Additionally, users can leverage a self-service portal that offers convenient access to development, testing, and runtime environments, empowering teams to streamline their operations further. This comprehensive approach ensures that businesses can adapt to changing demands and enhance their overall agility in the marketplace.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3CX
Amazon Seller Central
AnyDesk
Azure AI Translator
Facebook
Forethought
GfK Etilize
HaloITSM
HubSpot CRM
Instagram
Lansweeper
Mattermost
Meta Ads
Microsoft 365
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
OpenAI
PagerDuty
WordPress

Integrations

3CX
Amazon Seller Central
AnyDesk
Azure AI Translator
Facebook
Forethought
GfK Etilize
HaloITSM
HubSpot CRM
Instagram
Lansweeper
Mattermost
Meta Ads
Microsoft 365
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
OpenAI
PagerDuty
WordPress

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
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

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Vendor Details

Company Name

IBM

Founded

1911

Country

United States

Website

www.ibm.com/products/business-automation-workflow

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

Product Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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