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Average Ratings 0 Ratings
Description
HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.
Description
Enhance the productivity of agents and facilitate seamless self-service options by collecting and disseminating pertinent, current information. By utilizing the SAP Knowledge Central solution from NICE, organizations can optimize support operations and boost customer loyalty through consistent delivery of the latest product and service updates across various platforms. Self-service capabilities can be conveniently accessed via portals, search engines, community forums, and additional channels. Customer service representatives benefit from contextual knowledge support, which aids in delivering efficient service. The solution also features integrated reporting tools that help pinpoint significant customer behaviors and search patterns. With seamless integration into SAP Service Cloud, businesses can achieve rapid resolutions to customer inquiries. By ensuring that clients receive the appropriate information at the right time and place, overall customer satisfaction can be significantly enhanced. Furthermore, creating content that is optimized for search engines will enable the quickest access to vital information. By effectively decreasing contact volumes, customer service efficiency can be markedly improved, ultimately allowing for quicker resolution of customer issues through smart, contextual knowledge management. This approach not only addresses immediate concerns but also fosters long-term customer relationships.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
3CX
Yes
Azure AI Translator
Yes
ConnectWise Automate
Yes
Freshdesk
Yes
GfK Etilize
Yes
HubSpot Customer Platform
Yes
Instagram
Yes
Lansweeper
Yes
Meta Ads
Yes
Microsoft Intune
Yes
Integrations
3CX
No
Azure AI Translator
No
ConnectWise Automate
No
Freshdesk
No
GfK Etilize
No
HubSpot Customer Platform
No
Instagram
No
Lansweeper
No
Meta Ads
No
Microsoft Intune
No
Pricing Details
£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Price per user decreases as you grow
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
SAP
Founded
1972
Country
Germany
Website
www.sap.com/products/knowledge-management.html
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Customer Service
Alerts / Escalation
Yes
Appointment Management
Yes
Call Center Management
No
Email Management
Yes
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
Yes
Queue Management
Yes
Self Service Portal
Yes
Social Media Integration
Yes
Surveys & Feedback
Yes
Virtual Assistant
Yes
Workflow Management
Yes
Product Features
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
No
Decision Tree
No
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
No
Self Service Portal
No