CRM

Work as One

It is challenging for organizations of all sizes to work as one. The sales team is on one end of the building while the customer care team is on the other. Neither group knows what the other has said, promised or delivered to a customer. How do you connect the dots so each member of your team is on the same page, delivering a consistent customer experience?

We specialize in collaborating with organizations like yours to help simplify and streamline the process of working as one. In the end, our clients see an increase in revenue and efficiency. Are you ready to work as one?

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CPI is Dedicated to Helping You

Work as One

Keep everyone on the same page – including customers

Increase Revenue

Anticipate customers’ needs

Drive Efficiencies

Turn chaos into a refined process

Services

At CPI, we are passionate about helping people and organizations transform the way they interact with their customers and team.

Consulting

Implementation

Support

Customer Success

Solution Highlights

Web

Capture and track behaviors and read Digital Body Language while simultaneously personalizing every customer experience.

Email

Rely on a proven enterprise marketing platform. Power increased revenue and higher customer engagement.

Mobile

Engage your on-the-go customers wherever they are. Deliver your content and notifications in context.

Social

Start turning Likes and Tweets into advocacy and revenue. Connect social interaction data to campaigns and analytics.

Customer Engagement

Combine feedback and survey capabilities with outreach campaigns to understand the voice of your customers and proactively communicate with them.

Guided Interactions

Provide customers with a step-by-step guided path to resolution.

Co-Browse

Enable agents to view a customer’s screen and assist in tasks such as eCommerce check-out or walking a customer through a process.

Proactive Chat

Augment self-service with live-agent assistance.

Social Engagement

Expand your reach and proactively monitor and engage customers directly on social media, resolve incidents and minimize social content that can negatively impact your brand.

Guided Resolution

Equip your agents to guide customers through step-by-step troubleshooting and zero in on the right answer to resolve issues faster.

Analytics

Track and analyze customer service performance, customer satisfaction and a host of key service metrics with pre-built dashboards and ad hoc reporting.

What Our Customers Have to Say

“The team at CPI has been exceptional to work with. Anyone in this industry knows that migrating to a new platform can be stressful, but the CPI team went above and beyond to provide us with highly responsive and consistently outstanding service and support. They really are top-notch!”

Greg Ewton | Senior Manager for iCare | Suddenlink