Unison Ace provides a comprehensive CRM and CXM platform for managing customer interactions and automating key processes. While the platform is highly specialized for complex industries, its robust, all-in-one approach provides a unified customer view, making it a powerful tool for data-driven decision-making.
Unison Ace Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Unison Ace?
Unison Ace is an advanced customer relationship management (CRM) and customer experience management (CXM) platform designed for enterprise-scale businesses. The software leverages artificial intelligence to deliver a complete 360-degree view of the customer journey. Key capabilities such as its AI-Next Best Action (NBA) engine and personalized dashboards empower organizations to automate complex workflows, enhance sales team productivity, and proactively manage customer interactions across all touchpoints to boost loyalty and retention.
Unison Ace Pricing
Unison Ace Integrations
Who Is Unison Ace For?
Unison Ace is designed for any business aiming to automate workflows and improve customer loyalty through a digital-first approach across various sectors, such as:
- Finance
- Banking
- Insurance
Is Unison Ace Right For You?
Unison Ace is the right fit for enterprise-level organizations, especially in the financial sector, that require a powerful, highly customizable, and AI-driven platform to manage the complete customer lifecycle. Its strength is validated by winning the APICTA Gold Award in the Banking, Insurance, and Finance category, showcasing its excellence in this niche. The platform’s focus on providing a unified view of every customer interaction makes it a strong contender for businesses prioritizing deep customer intelligence.
Still not sure about Unison Ace software? Contact our support team at (661) 384-7070 for further guidance.
Unison Ace Features
This feature uses artificial intelligence to analyze historical customer data and behavioral patterns. It then provides sales and service agents with prescriptive recommendations on the most effective next steps to take with a customer, improving sales productivity and personalizing the experience.
See How It WorksThe platform features an intuitive visual designer that enables users to create and modify workflows and processes without requiring code. It empowers business users to tailor the system to their specific operational needs, enhancing agility and reducing reliance on IT.
See How It WorksThis module automates key sales processes, including lead and opportunity management, contact updates, and activity tracking. By handling repetitive tasks, sales teams can prioritize nurturing relationships and closing deals, thereby increasing overall efficiency and forecast accuracy.
See How It WorksUsers can create and customize their dashboards to display the information and metrics most relevant to their roles. This personalized view enables team members to quickly access critical data, monitor performance, and gain actionable insights at a glance.
See How It WorksUnison Ace integrates cognitive bots to automate customer interactions and internal processes. These bots can handle routine inquiries, manage service requests, and guide users through tasks, providing 24/7 support and enabling human agents to address more complex issues.
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