How OpenMethods Transforms CRM Workflows
September 8, 2023

Businesses need streamlined workflows to provide seamless interactions between consumers and brand representatives.


Toggling between applications, manual data look-ups, and disjointed interactions can lower productivity and lead to gaps in customer service. Luckily, OpenMethods offers a solution.


With over a decade of experience working with Fortune 10, 50, and 100 companies, OpenMethods provides a powerful way to enhance productivity and close gaps within CRM workflows.

πŸ‘‹ Does this look like your CRM workflow!? 😱


🀯 “There’s no way people are doing so much copying and pasting, toggling between apps, and manual steps.”Β 


It is overbearing, more shocking, from our experience, this is common! 😬


Managing multiple applications, conducting manual data searches, and ensuring seamless interactions between consumers and brand representatives have become more pressing than ever with the increasing need for workflows in CRM.

The Challenge of Fragmented Workflows πŸ˜‘


In common CRM setups, customer interactions often involve toggling between multiple applications and conducting manual data searches, leading to inefficiencies and delays.


⏳ Representatives spend valuable time on administrative tasks rather than engaging with customers and solving their issues. 


πŸ’” These fragmented workflows slow down processes and result in an inconsistent customer experience.



OpenMethodsΒ  Transforms CRM Workflows πŸŽ‰


πŸ˜„ OpenMethods is a game-changer in the world of CRM workflows. We provide a comprehensive solution to streamline interactions and boost productivity.


πŸ“ˆ OpenMethods has a proven track record of working with top-tier companies.


1. Unified Interface πŸ”‚

One of the standout features of OpenMethods is its ability to integrate disparate systems and applications into a unified interface. This eliminates the need for representatives to switch between platforms, leading to a more cohesive and fluid workflow. Whether it’s connecting CRM software, communication tools, or knowledge databases, OpenMethods seamlessly brings everything together.


2. Automated Data Retrieval ⚑️

Say goodbye to manual data look-ups! OpenMethods automates the process of fetching relevant customer information from various sources. This means that representatives can access critical data at their fingertips without wasting time searching through databases. This automation speeds up interactions and ensures accuracy in customer information.

3. Intelligent Routing and Suggestions πŸ’‘

OpenMethods offers real-time suggestions to representatives, guiding them through complex interactions. This reduces the chances of errors and empowers representatives to provide more personalized and effective customer service.


4. Analytics and Insights πŸ“Š

Understanding the effectiveness of CRM workflows is crucial for continuous improvement. OpenMethods provides in-depth analytics and insights into interactions, allowing businesses to identify bottlenecks, track key metrics, and refine their processes over time. This data-driven approach leads to more informed decision-making and better customer experiences.

Measurable Results: The OpenMethods Impact 🀩

OpenMethods isn’t just a promise; it’s a proven solution with tangible results. The platform saves over 5,000,000 monthly minutes πŸ˜… on average across even the most basic CRM workflows.


This translates to nine years of savings 😳 for meaningful customer interactions and strategic initiatives.


Customer satisfaction instantly increases with time savings, benefiting both employees and customers! πŸ‘

Make Impactful Change

Transforms the CRM

OpenMethods is absolutely essential for businesses as it seamlessly integrates processes into highly effective workflows, empowering agents to serve customers with unparalleled efficiency.

Centralize The CRM

Easily access relevant context without switching between applications by using modals and overlay within the CRM and provide flexible guided real-time options. No additional applications are needed.

Never Miss Critical Steps

OpenMethods provides guided experiences to help agents accurately manage critical information, preventing the possibility of skipping important details, process, or steps.

Build, Test, And Deploy!

The Experience Designer allows users to quickly test, modify, and update workflows before publishing them live.

Consolidate Data Sources

Quickly establish connections to API and data sources with the “App Connector” feature. Then reuse those connections within any workflows.

You can learn more about how we are transforming the CRM landscape by browsing more blog articles or cruising around the website to view some of the problems we solve!

❀️ We’ve made it a goal to facilitate One Billion CRM interactions. ❀️

Check that out here.Β 

If this is your first time stumbling on OpenMethods, thanks for stopping by!

Don’t hesitate to contact us with questions!

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