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Pega

Looking for Automation In your Billing Inquiries Here is a Quick Solution !

Published at: October 7, 2020

Billing and payment issues act as a top driver of inquiries to customer service centers. Some issues repeat repetitively and are easier to resolve like customer profile changes or subscription cancellations. However, some inquiries are much harder to understand and handle such as an unexpected charge or first bill. Often, the greatest challenge is resolving the customer’s billing inquiries in an automated manner. 

Undeniably, poor billing practices can drive away customers. According to a research, billing issues are so widespread that as many as 77% of customers have experienced some form of a billing problem, with two-thirds stating they would consider, or definitely switch providers, when one arises. It clearly indicates poor billing practice isn’t an issue businesses can just sweep under the carpet. 

Billing Inquiry Microjourney:

A Microjourney is a single process that promptly allows business outcomes for multiple stakeholders across channels. 

World leading low code automation software Pega’s Customer Service plays a vital role in understanding the Billing inquiry Microjourney to resolve customers’ inquiries. It helps customer service representatives (CSRs) answer the most common issues customers have when calling in about their bill. CSRs can use billing inquiries to efficiently compare changes line by line for any two billing periods. 

Billing inquiry Microjournery gives important features such as previews of the next bill, explanation of taxes, summaries of billing changes, contextual information on hover, and indicators for one-time charges. All these features help you to resolve billing questions in an automated and quick way. 

How Billing inquiry Microjourney in Pega Customer Service Helps Business?

25 Customer Service Scenarios (And How to Handle Them) | Formilla Blog
  • The Billing inquiry case helps CSRs save time by bringing together all key customer billing details on a single screen. 
  • Billing inquiry is a popular call type for communication companies and approximately represents about 50% of total call volume. 
  • Companies can reduce call center AHT by using billing inquiries to overcome the friction CSRs encounter in supporting customers on billing inquiry calls.

Billing Inquiry Microjourney is available in web self-service channels

With Billing Inquiry Microjourney web self-service, customers can open a payment inquiry when they get a notification of a particular payment transaction. That notification holds the complete details of payment received by the bank. They can review the notification and identify missing data if any.  When the customer uses the bank’s self-service channel to request a payment inquiry, the probable inquiry reason is prefilled.

Crochet Technologies

If you want to resolve billing inquiries quickly in your business, you must consider the Pega Customer Service to resolve Billing Inquiry Microjourney. To implement this service successfully we at Crochet Technologies can help you. We are a Global Information Technology (IT) Services and Solutions company and offer end-to-end services from business consulting, development, design, and managed support in Pega space. 

Crochet has worked with many leading banks and financial firms. Our hands on tech teams are experts to understand the specific requirements of a business and serve them in the most relevant solutions.

Categories
Appian

Why Should You Consider Appian Intelligent Automation?

Published at: September 25, 2020

If we want to operate our business successfully, we must change our preconceived plans and embrace scientific & technological enhancements. Also, we have to equip leaders to observe the emergence of a crisis and make more informed decisions before it becomes catastrophic. To make this happen, Intelligent Automation is the best way. This technology is programmed to automate and streamline different business processes to ease your burden and reduce the operation cost.

What Does Intelligent Automation Do?

Intelligent automation is the perfect combination of Artificial Intelligence and Automation. It blends the power of BPM, RPA with low-code development to drive the most successful outcomes in business by optimizing the customer experience. It helps to automate the time-consuming manual repetitive tasks and process much volume of complex data very easily.

How Intelligent Automation Helps Businesses To Grow Faster:

Intelligent automation is a modern technology that has the potential to innovate in the current industry landscape and change the way things are performed for better results. Due to its diverse business benefits, it has become the first choice for businesses to streamline complex processes.

The unique benefits businesses can get with the technology are:

  • Enhance Productivity
  • Better Customer Service
  • Lessens Human Error At Great Extent
  • Run your business round-the-clock
  • Improve operational efficiency
  • Reduce business expenses
  • Improve business and IT collaboration

If you want to empower your business to work quicker, smartly and automatically, you must invest in Intelligent Automation.

Successful Intelligent Automation Cases

Automated Customer Service – Different technologies for example BPM, Case Management and Low-code combined with RPA and AI to enhance the Customer Experience like never before.

Intelligent Delinquency Prediction – Supports Machine Learning and BPM to pick up early signs of borrower’s financial distress before the loan becomes delinquent

Automated Invoice Processing – Supports the power of RPA and BPM to obtain end-to-end automation, transforming invoice processing by automating manual activities

About Crochet Technologies:

Crochet Technologies is a Global Information Technology (IT) Services and a trusted partner of Appian. With Crochet’s deep business acumen, world-class project delivery, and leadership capabilities, we assist companies in accessing the intelligent automation for driving their business value.

Categories
Appian

Appian Process Modeler

Published at: September 21, 2020

With Appian, combine the power of business process management with the speed of low-code development and accelerate your digital transformation.

In this short video, get a taste of how the Appian Process Modeler works. Crochet Technologies is Partner with Appian Platform.

Categories
Appian

This is Appian

Published at: September 17, 2020
Categories
Pega

Accelerate your Client Onboarding Process with Automation

Published at: September 7, 2020
Often Banking & Financial service organizations face multiple challenges during client onboarding due to isolated systems and unproductive systems. This not only affects their productivity and morale of the employees but also adds to the frustration of the customers who go through these mundane manual tasks. These fragmented processes leave the customers disappointed and end up with huge operational expenses and missed opportunities to cross-sell/up-sell. We as partners of Pega enable such organizations to automate and optimize their new business and account maintenance processes through PEGA’s Know Your Customer (KYC) and Onboarding Solutions.

What Does Pega KYC and Onboarding Do?

Pega KYC and Onboarding solutions bring the power of robotic automation to speed client onboarding processes that help in delivering:

  • Best client onboarding experience
  • Reduce the processing time
  • Reduce operational expenses
  • Accelerate time to market
  • Improve revenue for the business
  • Quick response to change

Global Banks & Financial Institutes Add Value To Their Business With Pega KYC & Onboarding

Why Choose Us? | Reliable IT Banking

By joining Pega Robotic Automation within Pega KYC, global banks and financial institutions can automate manual tasks in onboarding and KYC remediation processes to enhance the customer experience.

Global bank and financial executives reconsider their onboarding, and KYC processes, which are identified as the most expensive and time consuming steps banks have to manage. Pega KYC & Onboarding can streamline and coordinate these end-to-end processes from client adoption, new product, and right onboarding, and KYC, to legal, fulfillment, and offboarding on a single solution.

The good news is that now Pega KYC provides more productivity improvements with Pega Robotic Automation by offloading high-volume, low-complexity onboarding, and KYC tasks that affect banks and financial industries. For the very first time, banks can perform these tasks more efficiently and quickly to ensure speedy delivery and minimum time to transact with unified robotic automation capabilities.

Pega KYC & Onboarding – Ease The Workload Of Global Banks & Financial Service Providers:

Leveraging Pega and Blockchain to Support the KYC Process - RIBUS GROUP

Here are the top reasons how Pega KYC & Onboarding helping global banks and financial service institutes in easing their workload:

  • Minimize time to market and eliminate manual data entry failures in large-scale KYC remediation projects
  • Streamline user tasks from front to back office
  • Cut costs by an additional 20 to 50% by combining robotic automation with Pega Client Lifecycle Management optimized target operating model

Final Words

Pega onboarding, KYC, and CRM are built on the Pega 7 platform, which gives business-friendly tools to make application development 8x quicker than traditional coding. Pega operates in the cloud or your centers to keep your system updated. It is the only solution that offers the scalability required for full client lifecycle management.

Crochet Technologies

Crochet Technologies is a Global IT Solution & Service company that automates complex business processes and helps in building a strong relationship with customers with the silver partnership of Pega. Crochtech provides end-to-end businesses from Insurance, Financial services providers to Government. With Crochet’s deep business acumen, world-class project delivery, and leadership capabilities and our Pega partnership, you can advance with KYC & onboarding services.

Categories
General

Three Pillars of Business Process Management Solutions (BPM)

Published at: September 3, 2020
Business process management or BPM software solutions assist organizations in numerous ways. These solutions work as process refinements and automation tools that can streamline the entire business system and come with great customer experience, improved productivity and higher ROI resultsts.

BPM Solutions – Connecting People, Processes and Technologies

Modern BPM drives digital transformation and keeps up with the latest trends of social, mobile and cloud-focused businesses. 

Pillar 1 – People

Employee-customer relations underpin just about every aspect of business success. Keeping customers satisfied and engaged has become an essential competitive differentiator between today’s businesses. And undoubtedly people are the center of these relationships. This is what you can achieve with BPM solutions as it helps in connecting people, processes and technologies.

BPM Software Capabilities:

  • Build process capabilities into apps 
  • Incorporate task management functionality into operations 
  • Provide visibility into both analytics and real-time data 
  • Route processes based on employee skills 
  • Positive interactions

These BPM software capabilities help organizations to build a people-focused environment. Employees will be well-positioned to meet the unique requirements of customers. This way you can offer great customer services and associate them with your business for a long time. Additionally, it can efficiently reduce many tedious operations and red-tape procedures. 

Pillar 2 – Technology

The significance of IT innovation is immediately connected with how strongly technology aligns with business-specific demands. BPM has always focused on people and processes and has advanced into a digital transformation enabler by computing technology to the equation. 

BPM Capabilities:

BPM involves technology in the following methods:

  • Organizing data into user dashboards
  • Aligning processes and application functionality 
  • Accelerating app delivery

All of the information feeding into BPM systems lets the software offer in-depth analysis into trends and patterns.

Pillar 3 – Process

A business process is a set of activities or transactions that are completed consistently. Or we can define the process that:

  • Potentially include internal and external users
  • demand input from multiple stakeholders 
  • Require a variety of data types 
  • Incorporate repetitive workflows that can be automated

BPM Software Capabilities:

  • Identify what processes a business is performing 
  • Map out how those processes communicate 
  • Recognize opportunities for automation 
  • Determine the required scripts and data engines essential for automation systems 

BPM solutions empower companies to build internal policies/rules and implement them.

When businesses efficiently bring the people, processes, and technology together, they can streamline different operations. It allows users to access all data they need to better collaborate, which results in quicker decision-making with diminished risk. 

Our leadership team has more than 100 years of combined BPM Software experience.

We at Crochet Technologies streamline & automate business processes driving digital transformation to deliver value. 

We are partners for leading BPM Solutions PEGA & APPIAN. 

Crochet Technologies:

Crochet Technologies is a Global Partner of world’s renowned PEGA & APPIAN platforms. It has offices across EMEA & APAC and serves across the globe. Crochet provides its core specialized business process management (BPM) consulting and advisory services to worlds leading Fortune 500 & UK FTSE 100 companies. With focus on driving digital transformation through lean & technology-driven approach, Crochet has gained popularity with its Cloud Services offering.

Categories
General

Unlock The Secret To Everlasting Customer Relationship through CRM Solutions

Published at: August 24, 2020
Well-said by a great businessman, “There is only one boss, The Customer.” Any company can find unpredictable obstacles in their path, but those who place their customers’ on top priority can handle them successfully. One of the lessons 2020 has taught businesses is the importance of developing sound relationships with customers. With the strength of strong customer relationships, businesses can stand in the market even in the COVID-19 like situation. This simply depicts to drive successful outcomes in your business, you need to be focused on improving customer services.  When it comes to improving customer services, the CRM system is considered the most effective tool to keep the businesses organized and customers satisfied. The system helps the business to engage their potential customers from anywhere, anytime, or on any device rather than just making them wait over the phone. 

How CRM helps in improving customer services:

CRM tools are specially designed with a number of advanced features and functionality that help the business to improve productivity and build a sound relationship with the targeted audience. In addition to this the most business CRM systems have case management functionality that enables agents to track & manage professionally:Customer Service Software for Small to Enterprise Businesses
  • Customer Contact Information
  • Correspondence
  • Documents
  • Conversations
  • Billing Information
CRM system offers many leverages like LIVE chat or more to the service agents that help them in making a good relationship:

Engagement Through Different Social Media Platforms:

One of the best benefits agents can utilize with CRM software is social engagement with customers. Agents can distinguish the key social media influencers within their customer community, and get vital marketing insights applying the built-in analytics that are usually given by CRM systems.

Knowledge Management Portals

Another remarkable feature of CRM systems is knowledge management portals for customer self-service. These portals allow customers to reach FAQ or troubleshooting items(usually articles) without the help of an agent. Some CRM solutions also allow organizations to provide customers with their online communities where they can invite each other for help, provide feedback, and even voice their plans for new services or products.

Crochet Bespoke CRM Solutions

Crochet Technologies is a Global Information Technology (IT) Services and Solutions company. Crochet’s helps streamline and automate business processes across industries. Crochet offers end-to-end services from business consulting, development, design and bespoke CRM & enterprise solutions. With Crochet’s deep business acumen, world-class project delivery and leadership capabilities, we assist companies in making the most of digital transformation CRM  investments for driving their business value. We have clients across Banking and Financial Services, Manufacturing, Telecom and Public affairs. We create AI-powered CRM applications that  helps small and large enterprises to revolutionize their customer engagement with end-to-end automation.
Categories
General

Does Your Sale Need A Lift? Try Pega Sales Automation

Published at: August 24, 2020

Mobile devices are emerging as a powerful tool providing phenomenal opportunities to the sales team. These devices offer fantastic opportunities for sales representatives and managers to automate different processes and perform an array of work like checking email and schedules tasks, sharing files, accessing documents and collaborating with their co-workers effortlessly.

That’s why every well-developed organization considered mobile applications the most reliable and efficient platform to achieve success in lifting sales.

The purpose of providing mobile devices to the sales team is usually getting the deft and diligent performance. Improvement in sales performance depicts that you’re saving the time it takes to get things completed that ultimately ends in financial savings for the business.

But, the substantial fact is that you don’t have to settle for just boosting productivity. You have to look for solutions that can aggressively drive more sales and energize your sales teams. And, for this purpose, Pega Sales Automation which works equally seamlessly on mobile can be a game-changer.

The Pega Sale Automation application is specially designed for the mobile sales rep or manager and gives an intuitive user experience to automate and streamline common sales activities. In addition to that many other features of this application make it a perfect tool to choose.

Salient Features Of Pega Sales Automation:

  • Automate & accelerate the sales process
  • Less time on updating system or hunting content
  • Instant access to important sale info
  • More time with potential customers
  • Keep progressing sale efforts 24×7
  • Online & offline access to sale reminders
  • Informed actions in real-time
  • Seamless customer experience
  • Improve sales management performance
  • As responsive as on the desktop version
  • Easy to use application

Crochet Technologies (www.crochetech.com) is a trusted silver partner with PEGA and has successfully delivered on Sales Automation requirements in Banking, Financial Services, Insurance, Government & Telecom clients. While building the application, their primary focus is always gathering information about clients’ current objectives and then applying the best practices to action.

More About Crochet Technologies

Crochet Technologies is a Global Information Technology (IT) Services and Solutions company.

Crochet’s Pega competency helps streamline and automate business processes across industries. Crochet offers end-to-end services from business consulting, development, design, and managed support in Pega space. With Crochet’s deep business acumen, world-class project delivery and leadership capabilities, we assist companies in making the most of BPM investments for driving their business value.