Connect with customers anytime, anywhere
Support your customers wherever and whenever they need it. Deliver the personalized, consistent service customers expect across their choice of device and channel—including social media.
- Use a unified platform for consistency and visibility across channels
- Get deeper insights with a 360-degree customer view
- Personalize interactions based on past interactions and behavior
Self-service and communities
Help your customers help themselves
Make it easy for your customers to find answers on their own, as well as access a community space to connect with peers and subject-matter experts. And when they require it, customers can seamlessly transition to assisted support.
- Offer access to customer service anytime, anywhere
- Deliver real-time service that’s optimized for any mobile operating system and device
Help your agents succeed through a single user interface
Give your agents the tools, guidance, and data they need to resolve issues. Agents will speed resolutions and deliver a more personalized, effective level of support using service software that accesses all customer information in one place—even pulling data from systems outside customer service.
- Support agents with a visual interface that delivers role-tailored experiences
- Manage cases faster and provide differentiated levels of support
- Speed resolution using machine learning and advanced analytics capabilities
Give agents and customers answers on the spot
Access and deliver consistent answers across channels using a searchable knowledge base. Personalize content on the portal for customers and measure response impact through in-depth analytics.
- Deliver the right answers at the right time across channels
- Capture content from social media, service interactions, and experts
- Understand how your knowledge base is being used with rich analytics, helping you improve and add information based on customer needs
Be proactive with built-in digital intelligence
Enable predictive customer service using data analytics built into your customer service software. Identify trends, anticipate opportunities, and gain invaluable insights through interactive dashboards and data visualization capabilities.
- View real-time key service metrics through fully customizable dashboards
- Automatically detect sentiment and intent on social posts using built-in intelligence
- Resolve issues faster by using machine learning to reference relevant articles and cases
- Get quick insights to help identify trending issues
|License term in years
|Recommended storage drive space
||AMD Opteron/Intel Xeon 2 GHz
|Minimum storage drive space (server)
|Minimum processor speed
|Minimum RAM (server)
Microsoft Dynamics CRM Limited CAL, 1
Dynamics CRM Pro User CAL, Open LVL NL, LIC + SA, SL
Microsoft Dynamics CRM Server SA, Open Value, Open Value License (OVL), 1 year(s)