Customizations

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Your business is unique, and we know you need a CRM that works the way you do.Customization is the most powerful way to ensure long-term adoption of a customer relationship management software. With TrendzAct, you can tailor your specific needs to a wide range of customization options.

Customize everything from page layouts, fields, automation rules, email template fields, naming
conventions, and much more.

Workflow Controls

Customer support workflows help you to automate the routine administration of incoming tickets and helps to automate the process that moves them through to resolution.

Use workflows to set stage and status as well as route incoming tickets and ensure your process controls are enforced.

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Workflow Triggers

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Our workflow technology is constantly monitoring CRM activity by automatically triggering actions when the specified, predetermined, conditions are met.

Workflows help to seamlessly create alerts, send SMS messages and emails, update statuses and record owner, post a note, and assign tasks.

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Workflow Automation

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Automation is a huge time-saver, especially for fast-moving, call centers. TrendzAct has your time in mind to ensure productivity with our robust workflow automations.

Flawlessly queue up a series of emails and deliver them to a prospect on your defined set schedule. When a rule is triggered, the platform performs the defined action. Messages can go out to your contact, agents, managers, or any email address.

With TrendzAct you get consistency and agent optimization by having the platform send emails on your behalf and improve productivity through automated delegation.

TrendzAct’s CRM solution can automate other aspects of your business, too. In addition to sending emails and updating records, a workflow can also fire web-hooks to SMS text message, create a shared document, update a team, or trigger a direct mail campaign. The sky’s the limit when working with TrendzAct CRM web-hooks.

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Workflow Templates

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Build powerful and customizable, multi-channel communications on the fly. TrendzAct makes it easy to create a library of templated emails, SMS messages, and documents that your agents can access, customize, and send all within a single platform.

With dynamic templates, you can pull in any field, then as a communication is generated, insert the values from each recipient’s record (think mail merge). This creates a personalized touch and helps to eliminate human-error, without the extra effort.

Brand & Localization

Our workflow technology is constantly monitoring CRM activity by automatically triggering actions when the specified, predetermined, conditions are met.

Workflows help to seamlessly create alerts, send SMS messages and emails, update statuses and record owner, post a note, and assign tasks.

User Interface Layout

TrendzAct’s user interface is a simple, yet powerful, grid system that enables your power users to add System Fields, Optional Fields, Pick Lists, System Controllers, and Custom Controllers in order to make it more applicable to your business needs.

Dynamic Nested Dependency Lookup

One of the most unique features offered within TrendzAct’s cloud contact center CRM suite is the Dynamic Nested Dependency Lookup which groups sets of inputs together under 3-tier framework. Our technology guides agents through what actions should be taken and prompts them for the next bit of information in the right sequence.

This dynamic process, speeds adoption for new hires, as well as reinforces best practices for seasoned agents.

Responsive Scripting

Accurate and consistent messaging is essential to an effective support function.

Our call scripts are unified within the Dynamic Nested Dependency Lookups which support unlimited script pathing that your team can follow to deliver concise, accurate information, every-time. Provide your team with a script they can read verbatim just for a more conversational tone.

Webhooks

Web-hooks let you trigger external actions when a planned event is triggered in the TrendzAct CRM. With Web-hooks, put your CRM in conversations with hundreds of other applications with ease.

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