Agent onboarding native to your CRM

Brands invest time, money, and resources into onboarding and training new agents.

But what if you could reduce the training cycle by as much as 50%?

OpenMethods Experience Cloud takes agent training from cumbersome to streamlined with customizable workflows and screen pops.

The Challenge

The hidden cost of agent training

Agent training has an obvious up-front cost of time and resources. Potential ROI decreases when nearly half of the agents resign before even completing training.

Agent attrition

Agent training takes an average of 6-10 weeks, and many trainees resign before training ends.

Application overload

New hires must learn tools, logins, and processes in tandem with business processes and culture. The information overload quickly leads to burnout and resignation.

Resource constraints

Mentor agents refocus their efforts on training and onboarding, which lessens their direct contributions to CX and customer service.

The Solution

OpenMethods reduces time-to-train (and agent burnout)

OpenMethods empowers brands to reduce training burnout by streamlining onboarding tools and processes.

In fact, we can reduce training time by as much as 50%.

New agents can focus less on learning new apps and logins, and more on representing your brand to your customers.

How we do this

Turn process into PopFlows

Build and design PopFlows that turn common workflows into repeatable processes. Your agents spend less time learning your processes and more time

Connect Third Party Apps

Lessen the volume of apps agents need to learn by streamlining and securing third-party apps into the CRM.

Automate Process

Treat workflows like decision trees by creating workflows that shepherd interactions to successful resolutions.

Auto Populate Fields

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

Pop Context

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

Filter Data

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

Custom Forms

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

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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