When companies are unable to see their customers in a single view, resultant interactions are often impersonal, disjointed, outdated and suboptimal.
With a unified view of customers, Atlas empowers people to deliver outstanding customer experiences. Atlas:
Atlas unifies customer data from multiple systems – your CRM, ERP, business productivity tools, documents and even conversations in Microsoft Teams – and enhances it with knowledge and insights from around the business and external sources.
With fast, easy access to aggregated data and related knowledge, cross-functional teams can now proactively identify opportunities and provide informed, enhanced customer service.
Atlas collates information that sits in separate silos such as CRMs, documents, external insights and Microsoft Teams.
Atlas provides relevant, contextualized information to customer-facing employees, equipping them to provide proactive customer service.
Atlas provides a single, collaborative workspace where employees find everything they need about the customer, including CRM data, experts, external insights and more.
Utilizing the best of Microsoft technology, Atlas streamlines bid management, increasing bid quality and win ratios.
Atlas provides fast access to accurate information, reducing the time spent on researching and collating information by at least 20%.
With fast access to accurate information your people can provide a more comprehensive customer experience, increasing customer satisfaction.
“We need to ensure our employees on the frontline have all of the information they need to deliver a successful service.”
“We see staff being more engaged through Atlas, which we [can] track by seeing that they are better equipped and able to deal with any and all challenges.”
“With this platform [our employees] will be better equipped to converse with agents, brokers and policy holders about the company, with the tools they need at hand.”
To find out how you can equip your people with a unified view of your customers, and enable them to provide competitive, stand-out customer service, book a demo with one of our team now.