CRM Integration & Payment Automation
Unleash your potential by automating everyday tasks to increase productivity and provide a more personalised customer experience.
Transform customer experience by bringing static data alive. Keep your data up to date and simplify access to client records. Improve engagement by communication enabling your applications.
Automate common front-line operations to speed up call handing, simplify compliance and reduce frustration. Help individuals and teams to focus on delivering an exceptional customer experience.
Selected demographic information can be displayed to assist with caller verification. When confirmed, the callers record is automatically opened to ensure front line staff have the information they need at their fingertips.
Keep contact details accurate with a system that identifies new numbers when a customer phones in so staff can add it straight to the client record, whilst old mobile numbers can be checked to make sure they are still registered to a network.
An instant time-saver, click-to-dial minimises errors and speeds up outbound communication by enabling numbers to be called from an address book, customer database, call history, web pages or a clipboard.
The information you need at your fingertips. Integrate customer data and telephony to automatically flag special call handling instructions, display appointments or contract renewals and the open client record.
Simplify PCI DSS compliance and free up staff to focus on delivering great customer experience. Agent assisted payment IVR de-scopes your office environment from sensitive card information, or opt for a fully automated 24/7 payment service.
ConnectX is a contact management solution that brings static data to life through telephony integration. ConnectX can integrate with most common CRM systems and many industry sector specific databases.View Brochure
“Oak’s call recording is a valuable asset in training frontline staff; the ability to handle difficult conversations with patients helpfully and with sympathy is a crucial part of the job.”
Jayne Billington, Business Manager, Bryntirion Surgery
“PatientConnect has had a big impact on everyday contact with patients, making communication such as triage and appointment setting, far less stressful and much more efficient. Number capture means contact details stay accurate, whilst click-to-dial means we can speak to more patients in less time.”
Dr Peter Fink, Maples Medical Centre
“We use call reporting to understand when the team on reception need additional phone support, which in turn means we can answer more calls more quickly and provide better care for patients even during busy periods.”
Julie Wade, Practice Manager, Betts Avenue Medical Centre
Feb 27 2019Payment automation - Benefits beyond the obvious
Apr 24 2018Oak's New IVR Payment Solution Makes PCI Compliance Easy
Mar 08 2018Oak broadens CRM integration capabilities with ConnectX
Jan 16 2018Quick Guide - Customer Relationship Management (CRM) Integration