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What is HaloCSM?

HaloCSM is a unified customer management system intended to connect sales, marketing, and customer service activities on one platform. It gives organizations a shared environment for managing leads, opportunities, campaigns, communications, support interactions, reporting, and customer data. Sales teams can automatically capture leads, score them against an ideal customer profile, route them to the appropriate representative, and track activity throughout the deal cycle. Pipeline tools include stage-based automation, approvals, follow-up tasks, multi-pipeline support, deal histories, and weighted sales forecasting. Marketing capabilities can be used alongside sales and service workflows so teams do not have to maintain customer information across disconnected applications. HaloCSM keeps emails, sales activity, campaign touches, and support tickets connected to a common customer record, helping teams see the history of the relationship from initial engagement through renewal. The platform also includes AI functionality designed to support workflows, automation, productivity, and customer engagement. Business administrators can create and modify pipelines, fields, dashboards, and workflow rules without relying on lengthy consulting projects. Integration capabilities include a REST API, webhooks, sandbox environments, audit logs, and connections with tools used for email, telephony, ERP, accounting, calendars, and collaboration. Organizations can deploy HaloCSM through Halo Cloud, private cloud environments, or on-premise infrastructure while using features such as SSO, SAML, OIDC, role-based access controls, and audit logging. HaloCSM is positioned as an alternative to fragmented customer management stacks for organizations that want sales, marketing, service, automation, reporting, integrations, and security capabilities under a single pricing and product structure.

What is HCL IntelliService?

HCL IntelliService represents a state-of-the-art platform that leverages artificial intelligence to improve service delivery, effectively transforming customer service into a vehicle for customer success. It is designed with numerous pre-built connectors that enable seamless data integration from diverse sources such as customer relationship management systems, sales automation tools, and enterprise service management applications, all operable within multi/hybrid cloud frameworks. By harnessing advanced technologies including cognitive search, conversational AI, and workflow automation, the platform enhances the customer experience significantly while providing service agents with sophisticated tools and analytics aimed at reducing resolution times. Through HCL's innovative solutions, organizations can tap into the benefits of an AI-driven productivity platform, resulting in fewer customer support inquiries and quicker resolutions for service requests throughout the customer service journey. This forward-thinking strategy not only optimizes operational efficiency but also cultivates a more engaged and content customer community, ultimately leading to long-term loyalty and satisfaction. As a result, businesses can expect a notable improvement in overall service quality and customer retention.

Media

Media

Integrations Supported

Microsoft Teams
Salesforce
Slack
Azure AI Translator
Cisco CX Cloud
Facebook Messenger
Forethought
GfK Etilize
HubSpot CRM
Instagram
Meta Ads
Microsoft System Center Operations Manager (SCOM)
OpenAI
QuickBooks Online
ServiceNow
Sherweb
Splunk Cloud Platform
TeamViewer
Zapier

Integrations Supported

Microsoft Teams
Salesforce
Slack
SAP Cloud Platform

API Availability

Has API

API Availability

Pricing Information

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem
Chromebook

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Company Facts

Organization Name

HCL

Company Website

hclindustrysaas-stage.innoraft-sites.com/intelligent-enterprise-cloud/hcl-intelliservice

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Task Management

Customer Service

Alerts / Escalation
Appointment Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Categories and Features

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