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Plusoft

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
Digital

Health

O distanciamento social fez com que as instituições de saúde reforçassem seus contatos com pacientes e clientes via canais digitais, o que gerou a necessidade de utilizar ferramentas que unifiquem as informações de cada usuário para fornecer o melhor atendimento e cada interação. A plataforma plusoft Omni CRM está preparada para auxiliar as marcas dentro de ambientes omnichannel, trazendo informações sobre usuários que consolidam a jornada pessoal dos usuários e que podem ser utilizadas tanto pela equipe de atendimento como pela força de vendas.

Services

A área de prestação de serviços adota uma atuação dinâmica tanto para os clientes como colaboradores e parceiros, que agem como intermediários dentro desses contratos.  Por isso, contar com uma solução como a plusoft Omni CRM, que entrega uma visão completa do cliente e ajude a otimizar a tomada de decisão  pode fazer a diferença nas ações do dia a dia.

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

Apesar de ser um setor altamente mecanizado, a área de agro ainda está se digitalizando e começa a enxergar a tecnologia não só como apoio ao trabalho operacional, mas também como ferramenta de auxílio para tomada de decisão nos negócios. Com a ferramenta de CRM plusoft Omni, as empresas do setor conseguem estabelecer conversas contínuas e adequadas ao perfil de cada cliente, promovendo uma experiência de atendimento mais aprimorada, além de proporcionar dados que podem ser utilizados de forma estratégica por áreas como força de vendas ou atendimento.

Digital

Com os recursos presentes na plataforma plusoft Omni, as instituições de ensino conseguem fornecer uma experiência mais sofisticada de atendimento, ao centralizar todo o histórico de contato de cada perfil —  o que ajuda a resgatar informações que possam ser importantes para o atendimento atual. A solução também auxilia no corte de custos e otimização de serviços, aspectos ainda mais valorizados pelas empresas que encaram o desafio de entregar ensino de qualidade enquanto precisam adaptar o caixa a uma futura rotina híbrida de estudos.

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
Customized solutions
Review or create processes from Plusoft's exclusive consultancy
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

Fluxo único
Promote, offer, guide, serve and do all the post-sale on a single platform
Centralize dados
Have a unique and real-time view of the relationship with your consumer
Listening ativo
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
Utilize o chatbot para automatizar relacionamentos com os clientes, inclusive aconselhando e oferecendo produtos
Manage flows
Take control of the product's production and distribution chain, including identifying failures
Histórico completo
Get reports of all customer interactions across the company's relationship channels
Customize features
Review or create processes from Plusoft's exclusive consultancy
Monitore menções externas
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
Customize features
Review or create processes from Plusoft's exclusive consultancy
Monitor complaints
plusoft Omni CRM is integrated with Consumidor.gov.br in its native version

Telecomunications segment features

Centralize tasks
Tenha uma visão única e em tempo real do relacionamento com o seu cliente, parceiros e fornecedores
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
Utilize o chatbot para automatizar relacionamentos com os clientes, inclusive aconselhando e oferecendo produtos
360º View
Get reports of all customer interactions across the company's relationship channels
Customize features
Review or create processes from Plusoft's exclusive consultancy
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
Centralize communications
Engage with customers, broker central and banking correspondents in one place
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
Tenha uma visão única e em tempo real do relacionamento com o seu consumidor, corretores e demais parceiros
Centralize ações
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
Utilize o chatbot para automatizar alguns relacionamentos com os clientes, inclusive aconselhando e oferecendo produtos
Acompanhe o histórico
Get reports of all customer interactions across the company's relationship channels
Customize solutions
Review or create processes from Plusoft's exclusive consultancy
Monitor external sites
O plusoft Omni CRM possui integração com o Consumidor.gov.br e Reclame Aqui já na versão nativa
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
Segment demands
Create a customer relationship flow for products, including spaces for complaints and compliments
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

Unifique o histórico
Have a unique and real-time view of the relationship with your consumer
Aprimore jornadas
Acesse um fluxo completo de relacionamento na plataforma, inclusive com processos automatizados
Analise o 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
Facilite tarefas
Create product exchange and return flow, including using our smart bots
Virtual assistant
Utilize o chatbot para automatizar relacionamentos com os clientes, inclusive aconselhando e oferecendo produtos
Controle de dados
Get reports of all customer interactions across the company's relationship channels
Customize features
Review or create processes from Plusoft's exclusive consultancy
Consulte informações externas
O plusoft Omni CRM possui integração com o Consumidor.gov.br e Reclame Aqui já na versão nativa
Segmente assuntos
Create a customer relationship flow for products, including spaces for complaints and compliments
Apoio na tomada de decisão
Tenha acesso ao relatório report building e verifique o desempenho do produto no mercado de consumo
Gerencie assuntos sensíveis
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

Acompanhe a jornada
Tenha um fluxo completo de relacionamento na plataforma, inclusive com processos automatizados
Analise de etapas
Create a customer relationship flow for products, including spaces for complaints and compliments
Apoio ao supply chain
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
Utilize o chatbot para automatizar relacionamentos com os clientes, inclusive aconselhando e oferecendo produtos
Dados na palma da mão
Get reports of all customer interactions across the company's relationship channels
Customize features
Review or create processes from Plusoft's exclusive consultancy
Apoio na tomada de decisão
Tenha acesso ao relatório report building e verifique o desempenho do produto no mercado de consumo
100% compliant
The entire flow is in compliance with the rules of the Bacen, General Data Protection Law (LGPD), SAC decree and other standards

Education segment features

Ponto focal de contato
Se relacione com alunos, parceiros e fornecedores em um único lugar
Administre os públicos
Tenha um fluxo completo de relacionamento na plataforma, inclusive com processos automatizados
360º View
Monitor all service channels on a single screen, including social networks and messaging systems like WhatsApp
Virtual assistant
Utilize o chatbot para automatizar alguns relacionamentos com alunos e possíveis clientes
External brand view
Get reports of all customer interactions across the company's relationship channels
Customize features
Review or create processes from Plusoft's exclusive consultancy
Gestão de crises
Monitor and manage all your channels and social networks, including complaint sites such as Consumidor.gov.br and Reclame Aqui
Segmente ações
Crie um fluxo de relacionamento com os clientes por tipo de modalidade de ensino, incluindo espaços para reclamações e elogios
Apoio na tomada de decisão
Tenha acesso ao relatório report building e verifique o desempenho do produto no mercado de consumo
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

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