OpenMethods for Retail

Make every customer feel like your only customer.

Imagine: every customer touchpoint and interaction with your brand feels like a personally curated experience. 

Sound impossible?

Let us show you how.

The OpenMethods Way

We make it easy to know your customers

You already have all the customer data, insights, order history, contact information, and about a billion other customer data points. OpenMethods cherry picks the relevant data from each platform to curate seamless, personalized experiences for every customer.

Better than a personal shopper

A common customer interaction looks someting like an order inquiry or shipment status. These interactions turn from routine to personalized when your agents can tell customers their loyalty points mean they get 20% off their next purchase. Or that there’s a current promo that qualifies them for free shipping. And your agents can deliver that information directly to the customer with the simple click of a button.

Valuable data insights such as purchase history, order status, loyalty membership info, store credit card data, and even interaction preference are accessible right at the agent’s fingertips. But instead of the data flood most solutions provide, we only display contextually relevant info until you ask to see the rest.

Helps improve: NPS | CSAT | CLV


Perfect for ecommerce or brick and mortar

In the age of order-online-pick-up-in-store, TikTok Shop, and good ol’ fashioned in-store shopping, your customers have multiple ways to browse, purchase, and return.

Curate contextual interaction experiences for every customer, no matter where or how your customers interact.

Helps improve: FCR | AHT | Customer Effort

Give your agents the TL;DR

Data is great, but too much of a good thing can be overwhelming. When customer context lives in multiple systems of record, how can agents be empowered to deliver cohessive and consistent experiences?

Instead of presenting too much or too little, we can equip you with the right context for the right customer at the right time.

Helps improve: Agent Effort | eNPS | AHT

How we do this

Easy workflow automations with Experience Cloud

The Experience Cloud allows you to customize your agent and customer touchpoints by creating solutions to your many silos within your workflows.

Filter Customer Data

Use customer data such as phone number or email address to search and return customer records.

Screen Pops

Use modals and overlays to bring relevant customer context directly to agents – without the need to toggle between apps.

Auto Populate Fields

No need to copy+paste data! Auto-populate data fields with customer data.

Connect Third Party Apps

Streamline and secure third-party apps into the CRM.

Connect Multiple Workflows

Make business processes native to the CRM by connecting workflows that help agents guide each and every interaction to resolution.

Custom Scripts

Build, design, test, and deploy custom forms and buttons designed to collect, edit, and update information from multiple applications.

Customer Interactions Don’t Have To Be Difficult Or Expensive!

We Can Show You

Whether you need out-of-the-box or a custom built deployment, our team has decades of knowledge and know-how to deliver best in class CX solutions.

One queue to rule them all.

One queue to rule them all.

Customer expectations are simple: know me, know your stuff, don’t make me repeat myself. Harmony helps your brand fulfill these expectations (and more!) by providing agents with a single desktop view of all interactions across all communication channels.

Download the Harmony onepager to learn about:
Unifying chat, voice, and digital interactions into a universal composite queue
Managing interactions from a single agent desktop
Transitioning interaction context across communication channels

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Reducing frustrations one PopFlow at a time.

Reducing frustrations one PopFlow at a time.

How many applications do your agents use on a daily basis? What if we told you we could streamline your third party applications into automated workflows? And what if we also told you that those workflows would package all the interaction-specific information for your agents? This may seem daunting to other CX solutions, but it’s the force that fuels us at OpenMethods.

Download the PopFlow onepager to learn about:
Automating repeatable tasks for increased agent efficiency and decreased customer effort
Eliminating the abundance of third-party applications so agents work directly out of a single workspace
Increasing agent satisfaction and customer satisfaction

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Solution for companies with too much software.

Curious to learn how OpenMethods Experience Cloud has spent the last decade helping companies maximize operational efficiency? Our solution helps unify your disparate third party applications into streamlined workflows, and creates a universal composite queue out of your CRM interaction channels. Maximize the investment of your initial tech stack and gain additional ROI with our powerful solution suite.

Download the OpenMethods onepager to learn about:
Challenges call centers without OpenMethods face
Providing your customers with context-specific interactions
Empowering agents with automated workflows and an integrated CRM
Improvements in agent effort, customer satisfaction, and overall ROI

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Building a Streamlined and Secured Experience.

Building a Streamlined and Secured Experience.

Your data is sensitive. As it moves between client and server-side applications, it becomes vulnerable to data leaks and attacks. OpenMethods’ AppConnector reduces this risk by creating a single, secure CRM user view - whether you use two or two hundred applications.

Download the AppConnector onepager and learn about:
Protecting the CRM user from malicious attacks and bad actors
Securing the integration of your third party applications
Patent-pending server-side authentication of AppConnector

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