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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Oracle Service enables organizations to forecast service demands, streamline processes, and provide customized responses, while effectively integrating both self-service and assisted support models. It features robust and intelligent solutions tailored for B2B, B2C, and field service, ensuring customers can access the assistance they need, whenever and wherever it is required. This system aids users in discovering answers on websites or through digital assistants, empowering agents to foresee and address inquiries with informed responses and relevant information. By utilizing Oracle Service, businesses can offer personalized, proactive, and timely customer support, maintaining a comprehensive and cohesive overview of all customer interactions. Striking a balance between self-service and assisted service fosters significant relationships through the communication channels that customers favor. Moreover, the platform's array of digital tools facilitates an always-on, tailored, and seamless customer service experience, enabling service agents to concentrate on more complex or escalated issues that require their expertise. This holistic approach ultimately enhances overall customer satisfaction and loyalty.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Seller Central
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Expertflow Contact Center
Google
Meta Ads
Microsoft Teams
OpenAI
Oracle B2C Service
PagerDuty
QuickBooks Online
Quiq
Salesforce
Shopify
Splunk Cloud Platform
Twilio
X (Twitter)
reCAPTCHA

Integrations

Amazon Seller Central
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Expertflow Contact Center
Google
Meta Ads
Microsoft Teams
OpenAI
Oracle B2C Service
PagerDuty
QuickBooks Online
Quiq
Salesforce
Shopify
Splunk Cloud Platform
Twilio
X (Twitter)
reCAPTCHA

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

Oracle

Founded

1977

Country

United States

Website

www.oracle.com/cx/service/

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

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

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

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