核心功能
Zendesk 集成
通过 Zendesk 使用先进工单功能与工作流。
探索高效的工单分配、升级与解决。
Supportpal 集成
利用 SupportPal UI 进行内置工单管理与沟通。
提供无缝支持流程，最大化用户体验。
统一工单管理
从集中平台管理全部客户问询。
实时跟踪工单状态、优先级与回复。
可定制支持流程
按业务需求配置支持工作流。
设置自动触发器与提醒，实现高效处理。
实时通知
向客户通知问询更新，实现及时沟通。
为支持坐席设置提醒，确保快速处理工单。
用户优势
无缝支持
让客户直接从 B2CORE 界面提交工单，无需使用外部平台。
提升效率
可定制工作流，契合业务模式并提升支持效率。
灵活性
通过 Zendesk 与 SupportPal 集成最大化效率，提供先进无缝的工单管理。
透明度
提供实时状态更新，提升透明度与工单解决效率。
为何选择 B2CORE 帮助台？
01
集成方案
在同一交易平台内管理问询与支持，无需切换应用。
02
随增长扩展
在客户群扩大时处理不断增长的工单量，而不牺牲响应速度。
03
可定制工具
微调工作流与集成，以契合业务要求与用户偏好。
04
提升客户体验
提供响应迅速、高效透明的支持，建立信任与忠诚。
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
