Customer Profiles & Interactions
CIM is a company directory/ Phonebook, providing search, click-to-dial, and popup capabilities.
Add/update customer profiles (name, preferred language/agent/time to call, TPIN etc...,) and get customer screenpop on Finesse.
View the customer's interaction history across all channels (voice calls, chats by Q3 2020), and linking to attached media such as recorded voice files. The interaction history allows you to determine the last agent a client interacted with and use that information for re-routing.
Provide caller-specific routing by defining customer fields such as VIP, repetitive, malicious callers.
Seamlessly integrate with your CRM using the CIM APIs for static customer information and interaction histories.
Finesse gadget: Customer Profile Screen Pop-up
Customer profiles pop up upon call arrival, along with the customer interaction history in a Finesse Agent Gadget. The interaction history tracks customer interactions with the call center across all media. *For now, the interaction history for voice and outbound SMS is available.
Knowing which customer is calling helps agents in giving the right call treatment, and delivering a personalized customer experience. It also reduces call handling times and back and forth switching between external systems to know about customer details.
View Interaction History
CIM stores all customer interactions as activities. Interactions tie together activies for a particular customer in one session (for chat, within a 24 hours interval) . Activities are for example:
- IVR menus that the customer selects
- Notes/ wrap up provided by the agent.
- Website URLs that the customer has previously visited (if integrated with an appropriate CMS plugin and online marketing tool)
- Chat metadata (of Expertflow chat).
- Survey responses of EF Surveys
- Chat/Email/ SMS transcript
- Agent Interaction Data - AgentID, Queue, Call Duration, Call Disposition,
- Outbound Campaign Response
- Link to the form filled by the agent (ExpertFlow Agent Guidance)
- Link or embedding to the recorded voice file from the Voicerecording solution (currently EF Recording, Zoom or Andtek).
- New activities can be created and used by administrators.
The Interaction history & Customer Profiles modules of CIM are premise-based and can be synchronized with Cisco Context Services or your CRM.
Customer Profiles and Lists
CIM allows you to maintain customer profiles, including identifiers (such as name, email, email, Telephony PIN), preferences (agent/language/time-to-call ,... ) and classification information (such as Gold, Platinum).
It now also supports to tag your customers based on several different scenarios via Labels. For example for identifying your VIP customers to give them especial treatment, assign them a label as 'VIP'. Use the labels from within your scripts and with our Announcements Module to give different treatments to different types and tags of customers.
CTI Integration with CRM
With an existing CRM in place, the CIM APIs let you use a low-budget CTI connector to your CRM that syncs customer data with your existing CRM (such as SAP, Siebel, Microsoft Dynamics) to always show up-to-date records to agents, without a need to switch between multiple screens.
All additions/changes in customer records in CIM can be synced with your CRM with the interfaces that CIM exposes. Alternatively, you can also sync customer data changes recorded within your CRM, with CIM using CIM APIs.
CIM APIs for integration with external systems will be available in a future version of CIM.
See Hardware Sizing sheet for machine specifications.
|Operating System||CentOS 7, SUSE Linux Enterprise Server|
|Docker||Docker CE18+ and docker-compose
Docker EE in case of SUSE Linux
|Browser||Chrome (76.0 or higher), Google Chrome (the latest)|