Setuply, Inc., an AI-powered client onboarding and lifecycle management platform for B2B solution providers, is thrilled to announce the addition of advanced case management to its holistic platform. This natively built feature seamlessly interacts with project management, data staging, user portals, PSA, and other core components, further expanding Setuply’s comprehensive solution.
Setuply, Inc., an AI-powered client onboarding and lifecycle management platform for B2B solution providers, is thrilled to announce the addition of advanced case management to its holistic platform. This natively built feature seamlessly interacts with project management, data staging, user portals, PSA, and other core components, further expanding Setuply’s comprehensive solution.
Our native case management revolutionizes client communication. This enhances responsiveness and accountability, builds trust with stakeholders through full transparency, and elevates the client experience by providing real-time updates and comprehensive visibility into every interaction.
“Our native case management revolutionizes client communication,” said Dmitry Korsunsky, Chief Information and Security Officer at Setuply. “By integrating client interactions into a single platform, we ensure users can manage communications efficiently and transparently. This enhances responsiveness and accountability, builds trust with stakeholders through full transparency, and elevates the client experience by providing real-time updates and comprehensive visibility into every interaction.”
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Key Benefits of Setuply’s Case Management System:
- AI Integration: AI simplifies the search and summarization of case information, significantly reducing the time teams spend reviewing case histories. This ensures that team members are promptly informed of relevant details, leading to quicker resolutions and enhanced responsiveness.
- Seamless Case and Project Management: Workflow integration includes time and stage-based actions and dependencies, allowing for escalation and automatic assignment to different team members. Cases are managed efficiently and assigned to the right stakeholders at the right time, enhancing overall operational efficiency.
- Built-in Case Routing and Customizable Workflows: Links cases to specific tasks and addresses client questions and action items by routing cases between teams for onboarding, support, development, and sales. This allows for efficient management of cases, leading to quicker resolutions and improved client satisfaction.
- Notifications: Tracks cases through notifications of real-time comments and status changes. Ability to set up customizable notification formats and powerful email templates to deliver consistent and effective communications, ensuring that all team members and stakeholders are informed promptly.
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Setuply’s case management enables businesses to manage cases and questions that arise during the onboarding process with unparalleled efficiency. This integrated solution ensures that interactions are promptly addressed, fully visible, and easily trackable, preventing issues from going unanswered or overlooked. Centralizing case management within the platform allows teams to collaborate more effectively, leading to quicker resolutions and higher client satisfaction. This seamless approach ensures that the onboarding process and beyond is transparent and efficient, benefiting the business and its clients. The case management feature can function as a standalone solution or as an integrated part of the overall platform.
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