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.
PORTSMOUTH, N.H., July 23,
2024 /PRNewswire-PRWeb/ -- 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."
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.
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.
About Setuply
Setuply provides a comprehensive AI-powered platform for B2B
solution providers seeking complete control over client onboarding
and lifecycle management experience. With Setuply's global B2B
SaaS, enterprise solution providers can drive long-term success by
making the client implementation process more predictable, ensuring
client satisfaction while safeguarding their data, and finding more
time to focus on growth and profitability.
Headquartered in Portsmouth,
NH, Setuply combines industry experience and technology
expertise to build advanced, scalable solutions. For more
information, please visit Setuply's website or connect with us via
LinkedIn, X, or Instagram.
Media Contact
Melissa Duggan, Setuply, Inc., 1
2073059387,
media@setuply.com, https://www.setuply.com/
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SOURCE Setuply, Inc.