Qmatic Customer Journey Management for Salesforce is cloud-based and delivered as a service, which makes it easy to manage appointments, queues, and regulate customer flows while providing a 360-degree view of your service environment at your branch.
The intuitive and user-friendly app designed for Salesforce lets users call, transfer, add, remove, and serve customers in the queue providing a 360-degree view of waiting customers, requested services, customers currently being served, and notifications on upcoming visits and appointments at each branch location.
- Empower staff with a complete set of tools in their workspace to manage the customer journey
- Manage queues and notify customers when it’s their turn to be served based on automation roles or cherry-picking within Salesforce
- Identify high-value transactions for cross- and upselling
- Match the right staff member to the right customer
- Increase branch performance and efficiency
Offer an enhanced and personalized in-branch experience with optimized customer flows across all branches by removing staff and customer friction.
- Drive customer loyalty with friction-free experiences
- Deliver faster, smarter, and more personalized service
- Prepare your staff better by letting them know who's coming to the branch and who's currently waiting
- Focus on your customer needs and match their service requirements with the right staff member
Appointment & Queue Management
Enhanced Customer Experience
- Customer visits are created by appointment or by joining a queue from an onsite kiosk or mobile phone.
- Once a customer joins a queue or check-in for an appointment, all customer information gets transferred to Salesforce.
- Staff gets a 360° overview of the service environment by combining Qmatic journey data and Salesforce customer data.
- With the app, staff members can call, transfer, add, remove, and serve customers in the queue seamlessly in a single interface within Salesforce.
Benefit from the full range of customer journey functionality provided in Qmatic's flexible and secure cloud-based Customer Journey Management solution directly from Salesforce.
- Offer customers the flexibility to wait anywhere
- Reduce crowds and wait times
- Keep customers informed every step of the journey
- Let customers check-in seamlessly for upcoming appointments
- Collect and gather data to deliver a personalized, tailored customer experience
Advanced booking made simple.
- Manage customer flows and match service requests with the right person and utilize staff in a more efficient way.
- Provide powerful functionality for booking multi-appointment visits
- Offer virtual appointments for remote services
- Optimized operations and resource allocation
Request a demo
Request a demo and see how Qmatic empower your workforce, enhances customer flows and offers personalized customer experiences.