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features
design
support

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Description

In today's digital-first landscape, static fillable PDFs and web forms feel outdated. It's essential to evolve traditional forms-based procedures into engaging, conversational experiences for users. By offering smooth, mobile-friendly, and guided interactions, businesses can not only attract new customers but also enhance loyalty, all while improving internal processes, mitigating risks, and reducing the need for support services. The outcome is a larger pool of customers eager to engage and less friction throughout the journey—from account creation and onboarding to ongoing service. Failing to rethink the approach to forms at every stage of the customer lifecycle means missing significant opportunities for improvement. This eBook delves into how conventional static forms stifle customer interaction and showcases how innovative companies are redefining the methods used to gather and verify customer information during engagements. Furthermore, it encourages you to re-envision your customers' experiences amid the ongoing wave of digital transformation, ensuring your organization stays competitive and relevant.

Description

Organizations have made significant investments in digitizing their services to enhance customer access to information, products, and self-service options. This digital engagement is consistently utilized across various devices. However, when customers seek interaction or require assistance, they are often compelled to switch from their digital experience to traditional channels such as phone calls or emails. This shift results in a missed opportunity to assist the customer precisely when they need it, thereby undermining the financial investments made in digital transformation. It is crucial for businesses to seize every opportunity to engage with their digital clientele, regardless of whether their objectives involve online sales, customer support, lead generation, or complex service processes. With Vergic Engage, companies can effectively navigate the digital customer journey. Every organization, irrespective of its industry, can outline a customer journey, and the Vergic Engage Platform is designed to streamline that journey while ensuring the customer remains within a digital framework. By doing so, it not only enhances customer satisfaction but also maximizes the potential for conversion and loyalty.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Docusign Yes 
Enghouse Interactive Contact Center No 
IBM Cloud No 
Microsoft SharePoint Yes 
NiCE CXone Mpower No 
Puzzel No 
SAP Business One Yes 
SAP Cloud Platform No 
Scrive No 
Sigma No 
Sitecore Yes 
Skype No 
SmartTask No 
Sogeti SMART Workspace No 
Teradata VantageCloud No 

Integrations

Salesforce Yes 
Docusign No 
Enghouse Interactive Contact Center Yes 
IBM Cloud Yes 
Microsoft SharePoint No 
NiCE CXone Mpower Yes 
Puzzel Yes 
SAP Business One No 
SAP Cloud Platform Yes 
Scrive Yes 
Sigma Yes 
Sitecore No 
Skype Yes 
SmartTask Yes 
Sogeti SMART Workspace Yes 
Teradata VantageCloud Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

€35 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Smart Communications

Country

United Kingdom

Website

www.smartcommunications.com/products/smartiq/

Vendor Details

Company Name

Vergic

Country

Sweden

Website

www.vergic.com/vergic-engage-platform/

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management No 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code No 
Export to PDF No 
HIPAA Compliant No 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates No 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms No 
Surveys No 

Product Features

Chatbot

Call to Action No 
Context and Coherence No 
Human Takeover No 
Inline Media / Videos No 
Machine Learning No 
Natural Language Processing No 
Payment Integration No 
Prediction No 
Ready-made Templates No 
Reporting / Analytics No 
Sentiment Analysis No 
Social Media Integration No 

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

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