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Ratings and Reviews 0 Ratings
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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.
Integrations Supported
Microsoft Teams
Salesforce
Slack
Cisco CX Cloud
Facebook Ads
Forethought
Google
Jira
Meta Ads
Microsoft 365
Integrations Supported
Microsoft Teams
Salesforce
Slack
Cisco CX Cloud
Facebook Ads
Forethought
Google
Jira
Meta Ads
Microsoft 365
API Availability
Has API
API Availability
Has API
Pricing Information
£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Price per user decreases as you grow
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site 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
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management