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What is Serviceware Knowledge?

In today's fast-paced digital landscape and amidst economic uncertainties, managing your organization's knowledge effectively is vital, whether through remote work or delivering outstanding customer service. It is essential that a comprehensive knowledge base is accessible at all times and from any place. Should your support team fail to adapt to the ongoing changes in your organization's knowledge and the surrounding environment, the immediate and long-term success of your business could be in jeopardy. Additionally, even in less critical situations, extended processing times and low rates of resolving issues on the first contact can provide competitors with a significant, unwarranted advantage. The growth of remote work and telecommuting further increases the complexity of in-person communication and information sharing, underscoring the necessity for smooth interaction and resource accessibility. Therefore, it becomes imperative to build a flexible knowledge management system that can effectively address these challenges while fostering an adaptable workforce. Embracing this proactive approach will not only enhance efficiency but also contribute significantly to your organization's overall resilience and growth.

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.

Media

Media

Integrations Supported

Integrations Supported

Active Directory
AnyDesk
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Facebook
GfK Etilize
HaloITSM
Instagram Ads
Mattermost
Meta Ads
Microsoft System Center Operations Manager (SCOM)
OpenAI
PagerDuty
Prometheus
ServiceNow
Splunk Cloud Platform
Twilio
X (Twitter)
bvoip

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SERVICEWARE

Date Founded

1998

Company Location

Germany

Company Website

serviceware-se.com/solutions/serviceware-platform/serviceware-knowledge

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

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

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