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Description
At its core, Process Shepherd's decision tree and agent scripting features provide agents with systematic, step-by-step guidance through complex workflows, with the added capabilities of integration with external services such as CRM or helpdesk systems. The main goal of this platform is to enhance workflows, fortify compliance, and boost efficiency across contact centers and help desks.
Process Shepherd unfolds workflows into a sequence of steps or questions, navigated one step at a time by agents. This method of partitioned guidance eases the intricacy of managing complex tasks, reducing both the training duration for newcomers and the average time needed for each interaction.
Reduce Agent Onboarding Time by 80%
Trim Ramp Time by 40%
Decrease Average Handling by 30%
Description
Managing unclaimed property reporting has never been simpler thanks to Simple Escheat, a user-friendly, automated solution designed to accommodate organizations of any size. This innovative platform streamlines unclaimed property compliance, offering a do-it-yourself software option that allows you to handle the entire process internally with minimal or no prior training required. The system provides intuitive SimpleTips featuring step-by-step instructions, enabling users to learn as they work. After a straightforward one-time setup, the software is fully operational, taking on the heavy lifting of compliance duties. Developed by a team of experts, including CPAs and attorneys with a focus on state tax and unclaimed property, Simple Escheat automates each compliance step, ensuring that your filings are precise and adhere to the latest state regulations. Moreover, its adaptable pricing structure caters to businesses of varying sizes and complexities, accommodating those with simple needs as well as those facing the intricacies of escheat filings across multiple states. With Simple Escheat, organizations can confidently navigate compliance while saving precious time and resources.
API Access
Has API
API Access
Has API
Integrations
Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM
Integrations
Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM
Pricing Details
$20
Free Trial
Free Version
Pricing Details
$1,200 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Process Shepherd
Founded
2022
Country
United States
Website
www.processshepherd.com
Vendor Details
Company Name
Simple Escheat
Country
United States
Website
simpleescheat.com
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management