Sale to service; simplified.
Differentiate your Premium Products and Services with exceptional Customer Experience powered by our Digital Solutions
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Customer Experience; Simplified.
Easy to deploy, easy to use Workflow Automation aligns Sales and Customer Service Operations in a single platform: a better experience for your customers, less headaches for your teams.
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Intelligent Automation
We integrate Self-Service Customer Portals with your Knowledge Base, Catalogues, Tickets, Customer Service Agents and Workflow Playbooks to increase efficiency.
Our configurable Customer Catalogues combine products, services, subscriptions, and bundles with complete version control.
Add Customer Price Lists, including complex bundles and pricing models (with multi-currency support.)
View Order Tracking in the Portal, including status; track, view and book repairs, returns and services; for faster time to revenue.
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Integrated Workflows
A Customer Self-Service Knowledge Base provides automated access to Standard Operating Procedures, Engineering Data Sheets, Certifications and Calibrations.
Automated workflow routings facilitate collaboration across departments, including Field Service, Sales and Support.
Centralised Contract Billing and Credit Card Payments streamline collections.
How to get started.
Align your Sales and Customer Service administration on a powerful platform to automate workflows and leverage AI.
how to do it in 3 steps:
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1 - Site Visit
A site visit is the first step we have found to be the most valuable and effective. On this day we tour the facitilties and discuss issues and challenges across the various departments and roles within each department. These site discussions form an integral part of defining our Digital Solutions Scope.
The Scope identifies what processes and procedures are to be automated and details the customers, products/services/subscriptions, departments, resources and technologies to be included in the project.
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2 - Project Plan
The Step 1 Scope and associated business requirements are documented along with:
- Project Stakeholder communication plan
- Delivery methodology detailing how the project will be delivered
- Assumptions, risks and dependency log
- Schedule and task list
- Deliverables and phases
- Change Request Process
- Solution Architecture
- Systems Integration Plan
- Project Management delivery
- Payment terms
- Acceptance and testing criteria
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3 - Ongoing Support
Go Live follows an in-depth training and adoption phase. Teams are trained on-site in groups and individually at their desks as they begin to use the solutions daily.
Site support is provided via both a ticketed self-service portal and on-site ad hoc support.
Mistakes to avoid.
Customer Service Operations and Sales alignment is a powerful engine for managing complexity while growing a business.
Here are some key pitfalls to avoid when applying new digital solutions to deliver alignment:
- Attempting to digitise poorly understood after-market processes
- Lack of clarity on viable product, subscription and service bundles and combinations
- Attempting to use digital solutions to make a business change rather than automate the business changes
- Thinking a task list is a project plan
- Having no agreed change request process to balance project cost, scope and timeframe
- Not understanding when assumptions and dependencies have become risks
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Customer Service Operations aligned with Sales.
We've solved the alignment by focusing on using automated workflows across multiple departments to manage complexity. We're delivering self-service options to customers enabled by automation to connect front office to back office to field service.