Manage multiple timezones, departments, services, staff and skillsets, schedules, languages spoken, appointment lengths, appointment instructions (virtual, onsite, in branch) and more.
Configure the flow and functionality to integrate with your booking processes and branch procedures. Coconut provides functionality that flexes to your internal processes.
Create a unique customer journey across all channels. Whether it be the contact center, your mobile app, or directly with your staff member – capture, centralize and create consistency for an intelligent customer experience.
Together we will design your very own unique customer-facing booking flow and confirmation emails that align with your branding guidelines and vocabulary.
Plan and manage the future of your appointment-driven business with more visibility into the performance appointments. Gain insight into:
We are SOC-2 compliant, CASL-compliant, GDPR-compliant and have implemented specific measures (like third-party penetration tests) to monitor and protect your data.
Deployment Options: Based on your security requirements, our team is able to accommodate where your data lives.
Single sign-on: Manage users from a centralized authority with single sign-on.
Have confidence in our people and process. Your dedicated team and customer success coach will lead you through the implementation with a tried-and-true process that requires little IT resources on your end.
Map out your unique customer journey with an onsite design thinking session to better understand where Coconut fits and outline what success looks like for you.
Enjoy a collaborative relationship with a responsive, diligent team who are committed to your success. If you are not happy, they are not happy.
Enterprise SLA It’s vital to know you have support at your fingertips. We take being responsive seriously, and have developed a support plan and uptime levels that meet the needs of enterprise.
Available integrations include CRM (Salesforce), Skype for Business, and Calendar Syncing options with MS Exchange, Office 365 and Google Calendar.
Published API to build your own integration to create custom client views or build integrations with other solutions, including proprietary systems.
Customized integrations including CRM systems, workforce management systems and existing proprietary solutions.
We attended the ABA Wealth Management Conference in San Francisco in February in an effort to further understand the latest industry trends and issues, as well as gain strategic insights to help our customers succeed. While at the conference, Rhys Smith, Customer Success Manager at Coconut Software had the opportunity and pleasure to connect with […]Continue reading