Founded in 2018, B2Metric is an organization specialized in industrial software technologies. It produces rational solutions for insurance and finance companies to manage their risks correctly. They produce artificial intelligence-based software options that will facilitate their customers’ risk measurement and minimization methods. What they need from insurance companies; It offers artificial intelligence models for customer contact, determining customer needs, and accurately analyzing possible damage and accident compensation stages. B2Metric, a successful R&D company, chose to benefit from our solution suggestions to ensure efficient customer management.

We completed the installation of our Freshworks 360 package containing all Freshworks services for B2 Metric. Before the application, the company did not have any application to manage its customer and sales channels. Following our collaboration, we first placed a chat icon on the company’s website using our Freshchat service. By connecting the Facebook account to the application, we ensured that messages from both this account and the website are gathered in a single pool. Visitors who click on the chat icon encounter two different channels. The first is the demo request, and the other is the “ask us” channel. Customers writing to these channels can contact the relevant person. he same channels can also be reached through the Facebook account. . The B2 Metric bot of Freshchat greets the customer entering the channel. The visitor’s information is noted, and a customer representative contacts the customer based on this information. This creates a pool of visitors in the chat section.

We ensured that Freshchat works in conjunction with other Freshworks products. In the case of a potential customer, we made it possible for them to become a customer through the Freshsales product. Thanks to the Freshsales application, customer information can be kept on record. Notes, activities, and emails are all available on a single screen. This product can work in integration with other Freshworks products.

Support requests from customers can now be managed much more easily through Freshdesk. With this application, which can work in integration with Freshsales, customer information and support requests can be seen on the sales screen. Through our Freshdesk product, we established a support portal. Customers logging into the system via email can create new support requests and track existing ones. Frequently asked questions can also be accessed through this application. This way, customers can find answers to their questions without needing to create a support request. A support request coming through Freshchat can be viewed through this application.. Correspondence from Freshchat can be directly sent to the relevant person. Social media accounts also work in connection with this product. Support requests are now resolved much more quickly.

Through Freshcaller, Freshwork’s call center management product, customers can enter their own numbers and make support requests. With this product, customers can call the customer call center and reach the customer call center. If a representative is active in the call center, they can assist the customer. Conversations are recorded on Freshcaller and if needed it is possible to reach customers again. This application also gathers information about customer representatives. Special call reports, information about the most efficient and well-liked representatives, response times, follow-ups, and many other data can be listed. Various reporting can also be accessed through the Freshchat, Freshsales, and Freshdesk applications. If you want to maintain your customer management with a professional perspective, you can benefit from our solution suggestions.