The Ultimate Oracle and Zendesk Solution!
Enhance Customer Satisfaction, Agent Performance, and Workflow Efficiency.
OpenMethods Delivers Superior CRM Experiences.
Improve CRM Data Accuracy
Accurate data ensures better decision-making and customer satisfaction by minimizing errors and reducing handling times.
Auto-Pop Context & Guides
Quick access to relevant context within the CRM saves time and boosts agent productivity, enhancing customer satisfaction.
Centralize Focus & Context
Consolidating information within the CRM interface, efficiently access all relevant data, and improving problem-solving efficiency.
Curate Customer, Agent, & CRM Experiences!
Flexibility & scale at your fingertips
Configure the experiences to ease customer and agent interactions within Oracle and Zendesk.
Push and pull data between multiple sources
Easily establish connections to API and data sources and re-use connections anywhere within workflows! There are no limits!
Examples connections:
- Internal CRM Data
- Telephony
- External
- Homegrown
- Third Party
Workflow Automation
Based on an event such as an interaction answered, a ticket created, an interaction escalated, etc.
Access all the CRM fields! Quickly assemble workflows and trigger conditions based on existing fields or events within the CRM.
Save time with context driven automation
There is no need to copy and paste data! Auto-populate fields with the right data, at the right time, for the right interaction.
Modals, Screen Pops, & Real-time Guidance
Choose what data is displayed and how it is displayed – whether it is in a form, a multiple choice flow, an automated workflow, an agent script, or any other method of curating context.
Improve Quality & Compliance
Most integration and apps allow users to bypass important steps vital to compliance or workflow processes. OpenMethods ensures the right information is collected the first time!
Gather the necessary requirements and make informed decisions based on the provided information.
Testing Made Easy
The key is scale, flexibility, and the ability to test your changes and replicate them into your chosen CRM workflows.
Test and Experiment, Segment Changes to single users, multi-users, and profiles before saving to production.
Improve The Experiences
Make changes available to any necessary users immediately. Build a flexible and automated experience that can grow and scale with your business demands, seasons, and peaks.
Push and pull data between multiple sources
Easily establish connections to API and data sources and re-use connections anywhere within workflows! There are no limits!
Examples connections:
- Internal CRM Data
- Telephony
- External
- Homegrown
- Third Party
Workflow Automation
Based on an event such as an interaction answered, a ticket created, an interaction escalated, etc.
Access all the CRM fields! Quickly assemble workflows and trigger conditions based on existing fields or events within the CRM.
Save time with context driven automation
There is no need to copy and paste data! Auto-populate fields with the right data, at the right time, for the right interaction.
Modals, Screen Pops, & Real-time Guidance
Choose what data is displayed and how it is displayed – whether it is in a form, a multiple choice flow, an automated workflow, an agent script, or any other method of curating context.
Improve Quality & Compliance
Most integration and apps allow users to bypass important steps vital to compliance or workflow processes. OpenMethods ensures the right information is collected the first time!
Gather the necessary requirements and make informed decisions based on the provided information.
Testing Made Easy
The key is scale, flexibility, and the ability to test your changes and replicate them into your chosen CRM workflows.
Test and Experiment, Segment Changes to single users, multi-users, and profiles before saving to production.
Improve The Experiences
Make changes available to any necessary users immediately. Build a flexible and automated experience that can grow and scale with your business demands, seasons, and peaks.
Streamlined Users Experiences That Boost CX And EX
Whether it’s customer interactions or back office operations
OpenMethods is dedicated to improving both Customer and Employee Experience.
A Disconnected Customer & User Experience!
It doesn't matter if you're working in customer interactions or back office operations within Oracle or Zendesk. The amount of manual or basic automation required to improve work is still time-consuming and costly. Most companies deploy add-ons or one-off customizations in the hope of streamlining tasks, but these often prove difficult to manage, scale, and configure, leading to increased handling times and poor experiences.
Enhancing Customer & User Experiences
OpenMethods provides a flexible, scalable, and easy to configure experience for both Customers and CRM Users. These experiences are proven to reduce handle time of interactions within the Oracle and Zendesk CRM. Allowing for a streamlined workflow guided by real-time data and flexible options.
Results you can track.
The results speak for themselves. Our customers have more efficient agents, happier customers, and streamlined workflows. We like to call it a win/win/win.
Delivered By “Experience Cloud”
OpenMethods exclusively integrates with Oracle or Zendesk CRM, seamlessly integrating value to enhance the experience of customers and agents.
Experience Cloud’s Exclusive Integrations
And our customers agree!
Here are just a few of our many satisfied customers who have benefited from using OpenMethods.
Check out a case study for more information!