Your customer support agents get thousands of inbound account questions, membership change requests, and troubleshooting tickets every year. Your agents use their expertise, judgment and empathy in each case to get customer questions answered, problems solved, and keep them happy with their membership to your service. When customers ask to cancel agents jump into action to try to save each customer by getting them into a plan that better meets their needs. This work is critical to reducing churn and growing your membership business.
Unfortunately, most member services automation solutions out there either disrupt how you team works or automate only the easy steps a robot could do. The ideal member services automation solution would give your agents both workflow guidance and automation in one solution so you can start with the level of automation that makes sense for each process today and gradually add more as needed in real time.
Our customer service agents now troubleshoot issues 20x faster thanks to FlowEQ decision trees integrated right into our CRM screens."
No need to train users on a new system. With FlowEQ you simply design and embed Smart Flows into your current CRM system. Your teams work within the systems they already know while FlowEQ automates steps behind the scenes.
Use our pre-built Connectors to integrate all the data and trigger actions to automate member services work, without opening any other applications or browser tabs
Automate member services cases and tickets with triggers, automation rules, and batch workflows.
Quantify your member services productivity improvements and compliance with each SOP.
Change member services workflows easily and deploy instantly with our easy-to-use “FlowBuilder”
More ways you can accelerate your member services work with member services automation from FlowEQ:
Improve customer satisfaction by automating menial tasks to speed up the process and eliminate errors
Automate subscription and membership updates with integrations to your billing and subscription management systems
Reduce customer churn with easy-to-follow workflows that guide agents through your customer save plays when a a customer calls to cancel
Handle customer on-boarding, upgrades, billing questions, and other subscription plan changes all from within your CRM with easy-to-use decision trees that can be customized for any process and connectors that automatically update your subscription management and billing systems
Reduce escalations by helping agents walk through every scenario, and capturing all the information needed, before escalating a case for higher-level product or technical support
Effectively handle surge events with a freedom to rapidly onboard reps without a dip inservice quality thanks to embedded decision trees that guide new agents through error-proof workflows
Get through troubleshooting cases faster with detailed guides to walk them through the process for each problem
Rapidly onboard new reps with decision trees embedded right into your CRM system that are easy to adapt and re-deploy as your business processes evolve
Help reps work faster within your current CRM or member services screens with behind-the-scenes automations that update data and actions across all your other systems without opening any other applications or browser tabs
