主要功能
Zendesk 整合
透過 Zendesk 存取進階工單功能與工作流程。
探索高效的工單指派、升級與解決。
Supportpal 整合
運用 SupportPal UI 進行內建工單管理與溝通。
提供流暢支援流程，最大化使用者體驗。
統一工單管理
從集中式平台管理所有客戶詢問。
即時追蹤工單狀態、優先順序與回覆。
可客製支援流程
依業務需求設定支援工作流程。
設定自動觸發與警示，提升處理效率。
即時通知
通知客戶詢問更新，確保及時溝通。
為支援人員設定警示，確保快速處理工單。
使用者效益
無縫支援
讓客戶直接從 B2CORE 介面提交工單，無需使用外部平台。
提升生產力
可客製工作流程，符合業務模式並提升支援效率。
彈性
透過 Zendesk 與 SupportPal 整合最大化效率，提供進階且流暢的工單管理。
透明度
提供即時狀態更新，提升透明度與工單解決效率。
為何選擇 B2CORE 服務台？
01
整合方案
在同一交易平台內管理詢問與支援，無需切換應用程式。
02
可隨成長擴充
隨客戶基數成長處理增加的工單量，且不犧牲回應速度。
03
可客製工具
微調工作流程與整合，以符合業務需求與使用者偏好。
04
強化客戶體驗
提供即時、高效且透明的支援，建立信任與忠誠。
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.
