Your CRM exists in its own silo amidst other applications.
Users struggle with navigating multiple platforms, causing workflow disruptions, decreased productivity, and prolonged customer interactions.
Data duplication, inconsistencies, and errors arise due to manual transfers or synchronization across disconnected systems.
Limited access to real-time data and incomplete visibility into customer interactions make decision-making difficult.
An Example Illustrating The Very Problem.
Watch the video below for a brief demonstration of the drawbacks associated with switching between multiple data sources and applications in order to transfer data to and from your CRM.
The Problems Can Be Summarized In The Following Areas
In most cases, customer interactions require searching through multiple data repositories and applications, only to later duplicate and transfer the gathered information into your CRM.
High Operational Overhead
On average, agents are burdened with the task of accessing and navigating through 10 or more applications during each customer interaction, which not only adds complexity but also heightens the risk of errors and inefficiencies.
Accessing multiple data points across disparate systems increases the vulnerability to security risks, potentially exposing sensitive information to unauthorized access or breaches.
Process & Compliance Concerns
Distributed applications and data pose significant challenges to process and compliance adherence, as they create fragmentation and hinder the ability to maintain consistent standards across systems.
OpenMethods Solves The Challenges
Integrating the CRM into the application landscape!
With OpenMethods, you can simplify your CRM workflows by integrating your agent and customer experiences directly into your CRM system.
By doing so, you can eliminate the hassle of navigating multiple systems and manually searching for information. This ensures a seamless and efficient workflow experience for all users.