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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

When clients present important inquiries to your business, they anticipate prompt and effective assistance, regardless of whether they are interacting with virtual agents. Knowledge Assist leverages the power of artificial intelligence and machine learning to enable contact center agents to address customer concerns swiftly, accurately, and reliably. This AI-enhanced knowledge base is seamlessly integrated into the desktops of contact center and virtual agents, ensuring that they have access to current, precise answers and guidance. Our solution assists agents in discerning the intent behind customer inquiries, delivering consistent responses across various channels, fostering trust, and enhancing customer interactions. Knowledge Assist empowers your contact center representatives with timely, relevant information by utilizing AI technology. It combines well-crafted responses, connects with pertinent data sources, and analyzes both internal and external websites and documents to establish a continually evolving knowledge repository that curates the most significant information. This continuous adaptation ensures that agents are always equipped with the best resources to assist customers effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3CX
Active Directory
Amazon Seller Central
AnyDesk
Autotask PSA
Facebook
Facebook Messenger
Freshdesk
GfK Etilize
HubSpot Customer Platform
Meta Ads
Microsoft 365
Microsoft Intune
OpenAI
Prometheus
Sherweb
Splunk Cloud Platform
Trustpilot
WordPress
Zoom

Integrations

3CX
Active Directory
Amazon Seller Central
AnyDesk
Autotask PSA
Facebook
Facebook Messenger
Freshdesk
GfK Etilize
HubSpot Customer Platform
Meta Ads
Microsoft 365
Microsoft Intune
OpenAI
Prometheus
Sherweb
Splunk Cloud Platform
Trustpilot
WordPress
Zoom

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

Verizon

Founded

1983

Country

United States

Website

www.verizon.com/business/products/contact-center-cx-solutions/customer-engagement/knowledge-assist/

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

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

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