<img alt="" src="http://www.bank8line.com/219985.png" style="display:none;">

Unified Customer Engagement Hub Blog

Get insight, news, best practices, and other opinions on trending, industry leading, and other technology topics.

All Posts

Integration Suite Spotlight: Video Conference Solutions

Integrated Video Conferencing Solutions

SpiceCSM is integrated with most major Video Conference solutions. Regardless of which platform your team meets on, they can access their calendar, start or manage meetings, and more using the SpiceCSM Customer Engagement Hub.  Supported Video Conferencing solutions include, but are not limited to: Zoom, GoToMeeting, Microsoft Teams, Webex, and Google Meet

Video Enabled CRM and Agent Scripting

SpiceCSM agent guided workflows are built inside our Process Editor, a low-code visual design studio.  The drag-and-drop interface enables process that automatically start/join meetings, allow agents to manage their Meetings, and more:

Automate Meeting Tasks

SpiceCSM Automations can be launched from processes; on a schedule, or when preconfigured conditions in the CRM are met; to create, delete, schedule, and import data from meetings.

View Scheduled Meetings

Display an agent's Meetings right in the processes that require seeing a schedule. Or create a persistent schedule view. Whichever you chose, agents can manage their meetings directly from SpiceCSM.

Create Meetings

Schedule meetings directly within the CRM. Define certain processes that create meetings, or enable agents to create ad-hoc meetings at the press of a button.

Delete Meetings

Allow agents to delete meetings when it's appropriate to do so. Use SpiceCSM processes to create governing rules on when meetings can be deleted, or define next steps.

Update Meetings

Allow agents to update meetings from the CRM or certain processes. Put additional steps in place before or after changing meeting details.

CRM Data

Meeting information can be logged in the CRM providing more data for analytics or to drive additional next-step workflows.

Conclusion

SpiceCSM is utilized by some of the largest health networks in the country. With SpiceCSM’s great emphasis on transforming the healthcare industry through innovation, these health networks continue to advance with great strides.  With a HIPPA compliant, All-In-One CRM and Low Code Application Platform, SpiceCSM is certainly keeping its health care clients at the forefront of innovation.

Don’t forget to head on over to our Blog to read more about How a CRM is Critical to The Customer Journey.  If you want to learn more about how SpiceCSM is helping transform organizations and customer experiences, contact us for more information.

 

Related Posts

Understanding Digital Transformation and How to Start the Journey:

Understanding Digital Transformation and How to Start the Journey: In short, digital transformation involves using new technologies to improve existing processes and products. Digital transformation aims to change the way organizations use technology, people, and process to create new business models and new revenues streams. In order to be successful in this new world, you need to change your mindset and approach. Think about how you would work differently than you are now. Focus as much on what you do well instead of focusing on what you don't do well. It’s time for you to think differently. IT leaders reprioritize strategies and adopt new technologies to transform their businesses. Digital transformation marks a rethinking of how an organization uses technology, people, and processes in pursuit of new business models and new revenue streams, driven by changes in customer expectations around products and services. The goal is to become more agile, efficient, and effective at responding to changing market conditions. Companies embrace digital transformation by building software systems—including customer relationship management (CRM), enterprise resource planning (ERP), and data orchestration systems —that enable them to offer new services and enrich existing services. As companies embrace these new technologies, they're creating innovative solutions for their business challenges. The most common type of digital transformation involves the adoption of new information technology (IT) platforms and applications to improve operational efficiency and enhance user experience. This may involve replacing legacy ERP or CRM systems with newer, cloud-based systems, or consolidating multiple systems into a unified desktop application. Companies can also leverage new IT capabilities to provide better customer service through automations, self-service options, or other innovations. In addition, digital transformation often includes the development of new business models based on new technologies. For example, online retailers have adopted omnichannel retailing, which combines traditional brick-and-mortar stores with ecommerce websites. Similarly, financial institutions have developed apps that allow customers to access banking services without leaving their homes.  The traditional phone call is still important, but so are other channels such as text messaging, social media, chat, email, video calls, etc. In fact, according to Forrester Research, nearly half of consumers would rather receive a personal response via text message than over the telephone. The first step towards digital transformation is defining the scope of the initiative. An organization should consider all areas where it could benefit from technological advances. For example, if an organization has been relying solely on its legacy database system, then it may want to evaluate whether or not it makes sense to invest in a cloud-based solution.  Identify the specific goals of the project. These goals will vary depending on the size and complexity of the organization, but there are some common objectives:

Three Simple Steps to Create Business Process Workflows

Follow these 3 easy steps to start building Business Process Workflows that transform and future-proof your organization: Business Process Workflow is the series of steps and procedures that ensure a streamlined work experience where tasks are carried out based on rules or conditions defined by an organization. By following a designated set of steps, business process workflows can help most businesses reach the desired outcome with consistency and unparalleled accuracy.

Moving the Health Care Industry Forward

SpiceCSM is Moving the Health Care Industry Forward SpiceCSM services a multitude of industries including many clients that belong to the health care industry. So, where does SpiceCSM has to offer to the health care industry? Let us dig deeper into how SpiceCSM is helping move the health care industry forward with its exquisite features, and how the health care industry is using Spice to advance its business processes.