Net revenue enhancement

Win rate improvement opportunity: Size/Volume increase Lead conversion rate increase

Operational efficiency

Support cost reduction Decreased sales rep ramp-up time Forecast accuracy/revenue visibility

High performing sales team

Increase in employee engagement, satisfaction, and connections Improved goal setting for sales team

Increase in case deflection via self-service portal Decrease in case resolution time

KYC and compliance documents management Customer accounts and products Address details Voice of customers

CRM reports and charts Custom SSRS reports Advanced search Excel templates

REF-OR-M Solution for Modern CX

Overview

The REF-OR-M solution for modern CX offers solution components for efficient customer engagement with service metrics, omni-channel case and SLA management, customer facing chatbots based on Microsoft Bot Framework, AI/ML-based targeting, personalization, sales management, and scoring for enhanced high-value interactions.

Empowering teams to deliver personalized and superior quality customer service, while understanding customers better and selling better