Case: Plusoft e Unimed de São José do Rio Preto

What was the challenge?

What have we done?

What results have we achieved?

What was the challenge?

Make the relationship with Unimed São José do Rio Preto beneficiaries more agile - both in the service area and in the sales area.

What have we done?

Implementation of omnichannel CRM, plusoft Omni CRM, with the Sales Force and Service modules
plusoft AI implementation integrated with CRM
Virtual assistant with interaction history accessible to human attendant

What results have we achieved?

360 degree view of the beneficiary in the relationship timeline
Complete management of potential customers remotely
24 × 7 service - no queues

“Plusoft Omni CRM integrates the entire conversation history, as well as information and status of each client generated in the different service channels of Unimed, which can be viewed at once, in a timeline format. This unification of data allows us to have a complete view of each customer's situation during their interaction.” - Celia Regina Mugayar, relationship director at Unimed São José do Rio Preto

Unimed São José do Rio Preto

What was the challenge?

What have we done?

What results have we achieved?

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