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Plusoft Omni CRM

The Harvard Business Review indicates that 73% of shoppers use more than one channel during their shopping journey, be it digital or physical. This scenario demands that the company has the same experience in all channels. To do this, your company needs to have information on the entire customer history up to date and in a reliable system. To enable a frictionless experience that unifies customer information, the best solution is plusoft Omni CRM. The technology is scalable and performs the orchestration of multichannel flows and business areas, enabled for integration with legacy systems.

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Health
Services
Retail
Telecommunications
Financial
Insurance
Consumer goods
Utilities
Agribusiness
Education

Health

Social distancing made health institutions strengthen their contacts with patients and customers via digital channels, which generated the need to use tools that unify users information to provide the best care in each interaction. The plusoft Omni CRM platform is prepared to help brands within omnichannel environments, bringing information about users that consolidate their personal journeys and that can be used by both the service team and the sales force.

Services

The service provision area adopts a dynamic approach to customers, employees and partners, who act as intermediaries within these contracts. Therefore, having a solution like plusoft Omni CRM, which delivers a complete view of the customer and helps to optimize decision-making, can make a difference in everyday actions.

Retail

The consumer is much more connected and digital. For this very reason, they want to have a pleasant and comfortable shopping experience regardless of the channel, be it online or offline. This is the purpose of the Omnichannel experience. To help you and your company in this challenge, we present the Plusoft Omni CRM, a customer engagement center (CRM) platform, which manages all your company's relationship channels, whether digital or not, including social networks and messaging systems such as Whatsapp.

Telecommunications

With a high volume of customer service and a complex and personalized product menu, the Telecommunications sector leads Procon complaints every year. The challenge for the sector is, in addition to managing the millions of demands that arrive at the SAC every day, providing excellent customer service. The Plusoft Omni CRM for the Telecommunications sector organizes demands in different ways.

Financial

The financial sector is challenged every day by new entrants, such as fintechs, which have great customer service and digital services in their DNA. The competition in this sector is very fierce and offering the best customer experience, without snags, is vital for building effective connections. Understanding and offering personalized interactions to your client is all you need to guarantee success in the relationship. For that, how about having a platform to help organize these mass demands and create flows for each of the services offered by the company? That's what Omni, Plusoft's CRM platform or customer engagement center does.

Insurance

The insurance market has undergone a major digitalization recently and companies in the sector need solutions that facilitate this transition to digital. The Omni CRM plusoft solution helps this moment by offering a global version of each customer and features that enhance the service experience provided by the company.

Consumer goods

In the Consumer Goods industry, customer service involves complete matters such as product maintenance or exchange, recall and logistics. In recent years, the industry has also incorporated issues previously exclusively from retail. Now, topics such as marketing, sales, after-sales are part of the industry's routine and have created a certainty: the customer relationship for the industry has become more strategic than ever. Plusoft Omni CRM is a platform that has a 360º view of the customer, whether managing the relationship or extracting insights that can help to understand if a product is successful or needs to be reviewed. Know the features.

Utilities

Customer Experience (CX) has definitely entered the priority agenda of basic service companies such as electricity, gas and water. Pressured to offer better customer service, these companies are transforming themselves digitally to serve the customer in the best way. If your company operates in the area, you understand these new challenges. Plusoft Omni CRM accelerates the process of adopting the company's customer experience. The award-winning customer relationship management (CRM) solution helps you and your company to address specific industry demands.

Agribusiness

Despite being a highly mechanized sector, the agribusiness area is still digitizing itself and beginning to see technology not only as a support for operational work, but also as a tool to aid decision-making in businesses. With the CRM Plusoft Omni solution, companies can establish continuous conversations that are tailored to the profile of each customer, promoting a better service experience, in addition to providing data that can be used strategically by areas such as the sales force or attendance.

Education

With plusoft Omni CRM’s features, educational institutions are able to provide a more sophisticated service experience by centralizing the entire contact history of each profile — which helps to retrieve information that may be important for the current service. The solution also helps to cut costs and optimize services, aspects that are even more valued by companies that face the challenge of delivering quality education while needing to adapt the cashier to a hybrid study routine.

Health segment features

Integrated channels
Have a unique and real-time view of the relationship with your customer
24/7 service
Use the chatbot to automate customer requests, such as scheduling exams
Information control
Get reports of all customer interactions across the company's relationship channels
Omni Social
Social listening platform with native integration in CRM, with monitoring of 14 digital channels
Manage flows
Take control of the product's production and distribution chain, including identifying failures
100% compliant
The entire flow is in compliance with the rules of the Bacen, General Data Protection Law (LGPD), SAC decree and other standards

Services segment features

Single stream
Promote, offer, guide, serve and do all the post-sale on a single platform
Centralize data
Have a unique and real-time view of the relationship with your consumer
Active listening
Monitor all service channels on a single screen, including social networks and messaging systems like WhatsApp
Automate requests
Create product exchange and return flow, including using our smart bots
Virtual assistant
Use chatbot to automate customer relationships, including advising and offering products
Manage flows
Take control of the product's production and distribution chain, including identifying failures
Complete history
Get reports of all customer interactions across the company's relationship channels
Omni Social
Monitor 14 digital channels on a social listening platform with native integration with plussoft Omni CRM
Monitor external mentions
plusoft Omni CRM is integrated with Consumidor.gov.br in its native version
100% compliant
The entire flow is in compliance with the rules of the Bacen, General Data Protection Law (LGPD), SAC decree and other standards

Retail segment features

Centralize tasks
Promote, offer, guide, serve and do all the post-sale on a single platform
History control
Have a unique and real-time view of the relationship with your consumer
Multichannel service
Monitor all service channels on a single screen, including social networks and messaging systems like WhatsApp
Automate requests
Create product exchange and return flow, including using our smart bots
Virtual assistant
Use the chatbot to automate some customer relationships, including advising and offering some products
360º View
Get reports of all customer interactions across the company's relationship channels
Social listening no CRM
Boost customer service with Omni Social, a plussoft Omni CRM native solution that monitors 14 digital channels.
Monitor complaints
plusoft Omni CRM is integrated with Consumidor.gov.br in its native version

Telecomunications segment features

Centralize tasks
Get a unique, real-time view of the relationship with your customer, partners and suppliers
History control
Promote, offer, guide, serve and do all the post-sale on a single platform
Multichannel service
Monitor all service channels on a single screen, including social networks and messaging systems like WhatsApp
Automate requests
Monitor and manage all your channels and social networks, including complaint sites such as Consumidor.gov.br and Reclame Aqui
Virtual assistant
Use chatbot to automate customer relationships, including advising and offering products
360º View
Get reports of all customer interactions across the company's relationship channels
Omni Social
Social listening platform with native integration in CRM, with monitoring of 14 digital channels
Monitor complaints
The entire flow is in compliance with the rules of the Bacen, General Data Protection Law (LGPD), SAC decree and other standards

Financial segment features

Continuous listening
Monitor and manage all your channels and social networks, including complaint sites such as Consumidor.gov.br and Reclame Aqui
Virtual assistant
Have a smart chatbot on the site to talk to new customers
Unified flow
Control the entire payroll loan flow within Omni: attracting new customers, scoring information, hiring, on-call questions about the contract and much more
Omni Social
Monitor 14 digital channels on a social listening platform with native integration with plussoft Omni CRM
100% compliant
The entire flow is in compliance with the rules of the Bacen, General Data Protection Law (LGPD), SAC decree and other standards

Insurance segment features

360º View
Have a unique and real-time view of the relationship with your consumer, brokers and other partners
Centralize actions
Have a complete relationship flow (from pre to post sales) on the platform, including with automated processes
Multichannel service
Monitor all service channels on a single screen, including social networks and messaging systems like WhatsApp
Virtual assistant
Use the chatbot to automate some customer relationships, including advising and offering products
Follow the history
Get reports of all customer interactions across the company's relationship channels
Social listening no CRM
Boost customer service with Omni Social, a plussoft Omni CRM native solution that monitors 14 digital channels.
Monitor external sites
The omni CRM plusoft has integration with the Consumidor.gov.br and Complain Here already in the native version
100% compliant
The entire flow is in compliance with the rules of the Bacen, General Data Protection Law (LGPD), SAC decree and other standards
Business support data
Access the report building report and check the product's performance in the consumer market, including listening to consumers' opinions on social networks

Consumer goods segment features

Multichannel service
Manage all forms of relationship with the consumer, including on social networks and messaging systems like WhatsApp
Omni Social
Social listening platform with native integration in CRM, with monitoring of 14 digital channels
Business support data
Access the report building report and check the product's performance in the consumer market, including listening to consumers' opinions on social networks
Optimize requests
Create automated recall streams and monitor social network crises within plusoft Omni CRM
Efficient processes
Have a complete relationship flow (from pre to post sales) on the platform, including with automated processes
360º View
Be in control of the product's production and distribution chain, including identifying flaws (whether in production, logistics and the offer of the product in the company's own store or that of a partner)

Utilities segment features

Unify history
Have a unique and real-time view of the relationship with your consumer
Improve journeys
Create relationship flows for emergency institutions such as hospitals and supermarkets
Analyze the supply chain
Take control of the product's production and distribution chain, including identifying failures
360º View
Monitor all service channels on a single screen, including social networks and messaging systems like WhatsApp
Make it easy to do
Create product exchange and return flow, including using our smart bots
Virtual assistant
Use chatbot to automate customer relationships, including advising and offering products
Data control
Get reports of all customer interactions across the company's relationship channels
Omni Social
Monitor 14 digital channels on a social listening platform with native integration with plussoft Omni CRM
See external information
The omni CRM plusoft has integration with the Consumidor.gov.br and Complain Here already in the native version
Target subjects
Create a customer relationship flow for products, including spaces for complaints and compliments
Support in decision making
Get reports of all customer interactions across the company's relationship channels
Manage sensitive subjects
Create automated recall streams and monitor social network crises within plusoft Omni CRM
100% compliant
The entire flow is in compliance with the rules of the Bacen, General Data Protection Law (LGPD), SAC decree and other standards

Agribusiness segment features

Follow the journey
Have a unique and real-time view of the relationship with your consumer
Step analysis
Create a customer relationship flow for products, including spaces for complaints and compliments
Supply chain support
Tenha o controle da cadeia de produção e dlistribuição do produto, inclusive identificando as falhas
360º View
Monitor all service channels on a single screen, including social networks and messaging systems like WhatsApp
Virtual assistant
Use chatbot to automate customer relationships, including advising and offering products
Dice in the palm of the hand
Get reports of all customer interactions across the company's relationship channels
Social listening no CRM
Boost customer service with Omni Social, a plussoft Omni CRM native solution that monitors 14 digital channels.
Support in decision making
Get reports of all customer interactions across the company's relationship channels
100% compliant
The entire flow is in compliance with the rules of the Bacen, General Data Protection Law (LGPD), SAC decree and other standards

Features of the contact center segment

Focal point of contact
Connect with students, partners and suppliers in one place
Manage the audiences
Have a unique and real-time view of the relationship with your consumer
360º View
Monitor all service channels on a single screen, including social networks and messaging systems like WhatsApp
Virtual assistant
Use the chatbot to automate some customer relationships, including advising and offering some products
External brand view
Get reports of all customer interactions across the company's relationship channels
Omni Social
Monitor 14 digital channels on a social listening platform with native integration with plussoft Omni CRM
Crisis management
Monitor and manage all your channels and social networks, including complaint sites such as Consumidor.gov.br and Reclame Aqui
Segment actions
Crie um fluxo de relacionamento com os clientes por tipo de modalidade de ensino, incluindo espaços para reclamações e elogios
Support in decision making
Get reports of all customer interactions across the company's relationship channels
100% compliant
The entire flow is in compliance with the rules of the Bacen, General Data Protection Law (LGPD), SAC decree and other standards

Our cases

Integrations

Enhance the use of our tools by integrating them with the following services:

 WhatsApp
WhatsApp

Smart chatbots on WhatsApp

Facebook
Facebook

Facebook and other social networks

Reclame Aqui
Reclame Aqui

Follow the publication of reviews by consumers

Consumidor.gov
Consumidor.gov

Get access to mentions made about your brand

Other solutions