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What is Process Shepherd?

At its essence, Process Shepherd's features, including decision trees and agent scripting, equip agents with structured, incremental support for navigating intricate workflows, while also offering integration with various external platforms like CRM and helpdesk solutions. The primary objective of this system is to improve workflows, strengthen compliance, and enhance productivity in contact centers and help desks. Process Shepherd dissects workflows into a series of manageable steps or inquiries, allowing agents to progress through them sequentially. This segmented approach simplifies the management of complex tasks, significantly shortening the onboarding time for new agents and minimizing the average duration of each customer interaction. By implementing this system, organizations can expect to reduce agent onboarding time by up to 80%, accelerate ramp-up periods by 40%, and lower average handling time by 30%, ultimately leading to a more efficient operation. The benefits of streamlined workflows not only facilitate quicker training but also lead to improved customer satisfaction and operational success.

What is CM Process Platform?

The CM Process Platform allows users to access continuously updated real-time data reports that sync with backend systems, providing in-depth statistics and enabling thorough exploration through drill-down capabilities. This platform delivers insights into employee processes and key performance indicators. Leveraging CheckMobile’s cutting-edge technology, it presents benefits such as being more cost-effective and faster than rivals, improved performance, notable scalability, and an enriched user experience for those in the field. We create effective business solutions that include independent global data centers, secure connections from your backend to the cloud, and microservices that form the backbone for building strong processes within the application. Our mobile applications require no coding, support seamless online and offline deployment, feature an intuitive interface, and incorporate advanced workflows, automatic data synchronization, background uploads, and the ability to operate offline. Designed to convert traditional paper-based workflows into digital formats, the CM Process Platform has undergone over a decade of enhancements, ensuring we are well-prepared to support this transition successfully. As a result, organizations can significantly streamline their operations and enhance overall efficiency while embracing the digital age. Moreover, this shift not only modernizes processes but also positions businesses to adapt more readily to evolving market demands.

Media

Media

Integrations Supported

Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM

Integrations Supported

Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$20
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Process Shepherd

Date Founded

2022

Company Location

United States

Company Website

www.processshepherd.com

Company Facts

Organization Name

CheckMobile

Date Founded

2008

Company Location

Germany

Company Website

checkmobile.com/en/

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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