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What is easy_CSM?

An intuitive Customer Success Management (CSM) solution designed to seamlessly fit within the tool ecosystems of small and medium-sized enterprises (SMEs). This innovative tool currently integrates with well-known CRM systems like HubSpot and ticketing services such as Zendesk, enabling the calculation of customer Health Scores based on both ticketing and financial key performance indicators. Furthermore, users can expand its functionality with various applications, including Zapier and the Zendesk App, providing additional versatility. The option to implement personalized recommendations or leverage existing suggestions further enhances the overall user experience. This level of adaptability guarantees that SMEs can customize the tool to effectively address their specific customer success requirements, fostering a more tailored approach to customer engagement and satisfaction. By making these adjustments, SMEs can stay agile in their dynamic business environments.

What is Pega Customer Service?

The success of your organization heavily relies on the contributions of your agents. It is vital to keep your team motivated, efficient, and productive regardless of where they are working. Customers must feel appreciated and looked after at all times. To meet their expectations, provide proactive, personalized, and seamless experiences across various channels. In today’s fast-paced environment, managing multiple responsibilities efficiently is crucial. Implementing intelligent automation and effective case management solutions can help minimize costs while optimizing your communication channels. Enhance and automate workflows between teams and systems to accelerate the resolution of customer inquiries. Pega’s AI-enhanced case management is tailored to fulfill varying customer service demands. With ready-to-use microjourneys shaped by industry benchmarks, you can swiftly adopt impactful strategies. This methodology ensures efficient service delivery at each interaction point and lowers the cost-to-serve for your team amidst increasing contact volumes, thereby boosting overall customer satisfaction. By prioritizing this interconnected approach, both your team and customers can experience significantly improved outcomes. Ultimately, fostering this synergy is key to long-term success and customer loyalty.

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Integrations Supported

HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
TechSee
Zapier
Zendesk

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
TechSee
Zapier
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$16.99/month/admin account
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

easy_CSM

Date Founded

2021

Company Location

Germany

Company Website

easycsm.de/en/

Company Facts

Organization Name

Pegasystems

Date Founded

1983

Company Location

United States

Company Website

www.pega.com

Categories and Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Categories and Features

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

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

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