CRM
Customer Relationship Management
Improve customer satisfaction and loyalty
Respond faster to prospects and customers
Enhance the end-to-end customer journey
Gain better customer insights
Our clients trust us
The pain
The challenge: disconnected customer experiences lead to lost opportunities
Customer satisfaction and loyalty can be severely impacted by inefficient service operations, slow response times, and inconsistent communication. Manual processes often lead to delays in handling inquiries, missed engagement opportunities, and lack of personalization, making it difficult to build meaningful relationships with customers.
Common challenges include:
- Slow response times to customer inquiries, leading to frustration and decreased loyalty.
- Inconsistent service quality across different channels due to unstructured workflows.
- Lack of personalization, resulting in generic interactions that fail to engage customers.
- Missed retention opportunities, as companies struggle to proactively address customer needs.
How Bonita helps
Bonita integrates business process automation with CRM to streamline customer interactions, automate workflows, and ensure consistent, personalized customer experiences. By enabling seamless CRM automation, Bonita helps businesses:
- Automate customer service workflows to reduce response times and improve satisfaction.
- Personalize interactions with data-driven automation and real-time insights.
- Ensure consistency in communication and service delivery across multiple touchpoints.
- Proactively engage customers through automated follow-ups, reducing churn.
Meet the challenge with Bonita process automation
Drive higher customer satisfaction and long-term loyalty with Bonita-automated CRM processes
Automated service request handling: Reduce wait times with intelligent ticket routing.
Personalized customer engagement: Trigger follow-up actions based on behavior.
Integrated customer insights: Leverage automated data collection for improved decision-making.
Streamlined onboarding: Automate new customer journeys for a smoother experience.
Proactive retention strategies: Prevent churn with automated alerts and engagement triggers.
CRM use cases with BPM Automation
Proactive service maintenance and customer communication
A telecommunications provider struggled with frequent service disruptions, delayed resolution times, and customer churn. Customers were often unaware of outages or maintenance schedules, leading to frustration.
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The company integrated Bonita CRM automation to handle service updates and proactive customer communication. When maintenance is scheduled or an issue is detected, automated notifications are sent to affected customers with estimated resolution times and updates. Follow-up messages are triggered when service is restored.
Impacts
- Fewer customer complaints and increased satisfaction.
- Faster issue resolution and proactive communication.
- Improved customer trust and retention.
Early cancer detection with Bonita-based patient management
A healthcare provider was facing missed patient appointments, poor engagement, and delayed screenings, particularly for critical procedures like colon cancer detection.
Bonita was implemented to automate patient appointment scheduling, send reminders, and track patient follow-ups. The system now manages screening reminders, health record updates, and appointment confirmations, ensuring early and frequent communication with patients.
Impacts
- Increased early cancer detection rates.
- Higher patient engagement and appointment adherence.
- More efficient management of patient records and scheduling.
Automated user onboarding for a smoother new customer experience
A SaaS provider was experiencing high user churn during onboarding due to confusing setup processes and slow support response times.
Bonita CRM automation was integrated to streamline the onboarding experience, automating:
- Personalized welcome emails and tutorial recommendations.
- Step-by-step guidance for new users.
- Automated ticketing for support inquiries, ensuring fast responses.
Impacts
- Reduced onboarding friction and increased user retention.
- Faster response times for new user inquiries.
- Higher customer satisfaction during initial engagement.
Ready to simplify your processes with Bonita?
Every business deserves a solution that accelerates its success. With Bonitasoft, simplify, automate and transform your business processes. Take the first step towards optimal performance today. Let's talk about it?
