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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
Microsoft Teams Yes 
Okta Yes 
Prometheus Yes 
SAP Joule No 
SAP Service Cloud No 
ServiceNow Yes 
Shopify Yes 
Slack Yes 
Twilio Yes 
reCAPTCHA 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 
Microsoft Teams No 
Okta No 
Prometheus No 
SAP Joule Yes 
SAP Service Cloud Yes 
ServiceNow No 
Shopify No 
Slack No 
Twilio No 
reCAPTCHA No 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
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 

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