CRM | Unique, Complex Workflows and Integrations

Secure, Clear Desk Complaint, Productive,

On-Premise Remote Hybrid Workspaces

Trendzact’s Workspace Monitoring & Response solution offers a unique combination of AI Vision, Gen AI anomaly threat detection and extreme focus on employee privacy.

Trendzact ensures workspace location does not compromise data security, increase data loss risks, violate compliance standards nor reduce productivity.

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Work from Anywhere is Amazing

Cybersecure & "Clear Desk" Compliant Workspaces

A log event is automatically created for every customer interaction including calls, emails,
meetings, and notes.
You’ll never need to decipher who changed what, or when an engagement
occurred.

Facial Recognition Identity Verification

Tickets can be assigned to an agent or a team group. They can easily see how
many tickets are assigned, how many are past due, if they are abandoned, or have not been assigned.

Three (3) Display Screen Recording

Reports and dashboards makes it easy to slice and dice your
TrendzAct CRM data. Over fifty (50) standard reports can be used “as-is” or customized for ad hoc use.
Create progress funnels, know your escalation rates, make better forecasts, track your key performance
indicators, and much more. Dashboards give a real-time visual snapshot of your organization's key
metrics and trends

Collaboration and Coaching

Get access to over fifty (50) consumer demographic data points your team can use by
automatically populating contact records with details from our database.

User Accountability Monitoring

Automate your data entry using address autocomplete verification, email validation, and
phone number masking. This eliminates duplicate accounts and ensures follow-up communication
deliverability (an optional email verification service is available).

Incident Case Management

Our CRM suite includes tools that can sync an agent’s or team’s email account to make every
engagement easier. Agents can select canned, templated messages, attach relevant documents to
individual emails, and send them directly from TrendzAct. Each email is stored in the contact’s record
for historical reference.

HR Applicant Onboarding

Include an electronic signature to your merged documents associated with contacts.Simply
add the eSignature merge fields and your customers across the world can sign it instantly.

Insider Threat Detection

Encourage both competition and collaboration within your team to drive improvement.
Our gamification helps your teams stay focused and improve their metrics every day by treating each
engagement like a competition. Real-time posting of customer satisfaction survey responses makes an
impact on productivity

Digital Watermark and Deterrents

Need to reward a customer for placing an order, making an upgrade, or
allowing your team to “wow” them?
Rebate Gift is the exclusive partner for gift with purchase, or gift
due to action fulfillment

Workspace Panoramic Webcam

In a fast-moving and constantly changing global economy,
opportunities wait for no one. Agility, speed, and flexibility are essential for supporting products or
services. TrendzAct is designed to help global enterprises meet their complex functional, industry, and
regulatory requirements. TrendzAct has unlocked a whole new world of possibility for global enterprises

Automated Alerts and Push Notifications

Employee Well-Being and Productivity

The Intelligent Web Scraper-Autofill Macro will eliminate

“swivel chair entry” for external, third-party software that cannot be accessed via APIs. This browser-
based JavaScript framework can embed either a client-side app or server-side technology inside

TrendzAct CRM to auto-fill fields from and scrape resulting outcomes

Language Localization

We develop custom solutions for the unique needs of a global client base. TrendzAct
currently supports six (6) languages: English, French, German, Russian, Portuguese, and Spanish. The
platform uses a universal language library so adding additional languages is available.

Malicious Actor Deterrents

Leads come in through many different channels and routing them to highest
performing centers, teams or agents is critical to profitability and contact satisfaction. The RevRouter
rules engine evaluates every variable and immediately determines the best choice. Using machine
learning, the engine constantly monitors and updates behaviors, trends and external influences to
ensure maximum predictability.

Anomaly Detection and Incident Response

Instant communication yields better decisions and internal messaging and critical alerts
that can disable certain actions (add ticket, quick search bar) to ensure read and dismiss, then report on
active users who have unread critical alerts.

Notes & Conversations

Notes are vital to understanding the nuances within an interaction, or
documenting follow-up tasks. TrendzAct enhanced its notes functionality so the agent can invite a team
leader to have a real-time chat conversation which is converted into notes and comments once
complete. This unique concept enables the agents to reduce escalation transfers and improve customer
satisfaction.

CCaaS Integrations

Your customers have unique communication preferences. TrendzAct CRM’s multichannel
support means you can interact with them the way they want, from on the phone to live chat, SMS or
email. Keep track of every conversation in one place while following your own interaction rules and
processes. Communicate and connect to give customers a better experience.

Process Controls

TrendzAct CRM helps ensure that everyone in your team follows the correct process,
even when you're not

RESTful Web Services

Your business needs more than just automation to manage all of its activities.
You might use different applications for everything from accounting and analytics, to email and event
management, so our REST APIs let you collaborate, communicate, and share information with hundreds
of external apps

Integrations and Platform Features

Permission settings serve two purposes within the end-user organization: determining
who can access different types of data and limiting which system utilities are available to an individual
employee. Properly calibrated permissions simultaneously ensure data security and make it easy to collaborate. Use profiles in TrendzAct CRM to restrict users from deleting or exporting customer
records; give each team member access to only the functions they need. TrendzAct CRM's enterprise level security features allow administrators to set different levels of access permissions, so they can keep a close eye on who can do what and view which information.

Secure File Transfer & Storage

Emailing files with sensitive data is a security breach. Contacts and
agents can confidently transfer and attach files to the contact record.

Zero Trust Security

Service area lookup (SAL) tool provides an exact address-based list of all
major carriers, service providers, and home services are available across the nation. SAL's flexible API
and management screen allows for a wide array of implementations that will help your business.

Emotion Detection

Our task management tools help your agents create and track both individual tasks and group tasks associated with a contact. They are date/time stamped and include resolution tracking.

Workflow Automation

Increase efficiency with TrendzAct’s thorough yet easy to administer solution.
Automating alerts, tasks, field updates, and sending scheduled communications will save time and effort
that can be better spent interacting directly with customers.

We Customize it

Your

the BEST

Way!

Demo Today

Your business is unique, and we know you need a cybersecurity solution that works the way you do. We customize your solution for today and it is ready for tomorrow's challenges.

Schedule Demo

Brand & Localization

Have your application’s look and feel reflect your brand identity by adding your company logo, customize your instance colors and map the application to your own domain. You can even rename every field, if you want, to use your corporate jargon and terminology.

Workflow Controls

Customer support workflows help you automate the routine administration of
incoming tickets and the process that moves them through to resolution. Use workflows to set stage,
status, route incoming tickets and ensure your process controls are enforced.

Workflow Triggers

Our workflow technology is constantly monitoring CRM activity by automatically
triggering actions when specified conditions are met. Workflows can create alerts, send SMS and
emails, update statuses and record owner, post a note, and assign tasks.

Workflow Automation

Queue up a series of emails and deliver them to a prospect on a schedule you
set. When a rule is triggered, the platform performs the defined action. Messages can go out to your
contact, agents, managers, or any email address. You get consistency and agent optimization by having
the platform send emails on your behalf and improve productivity through automated delegation.

TrendzAct can automate other aspects of your business, too. In addition to sending emails and updating
records, a workflow can also fire webhooks to SMS text message, create a shared document, update a
team, or trigger a direct mail campaign. The sky’s the limit when working with TrendzAct webhooks.

Workflow Templates

Use the powerful template builder to create a library of emails, SMS, and
documents that your agents can access, customize and send on the fly. Templates can pull in any fields,
then as a communication is generated, TrendzAct inserts the values from each recipient’s record (think
mail merge). This creates a personalized touch without all the extra effort and user mistakes.

Forensic Research

TrendzAct user interface is a simple, yet powerful grid system enabling
admins (not programmers) to add System Fields, Optional Fields, Pick Lists, System Controllers, and
Custom Controllers making it more applicable to your business needs.

Live Event Observation Room

A unique feature of TrendzAct is the Dynamic Nested Dependency Lookup
which groups set of inputs together under 3-tier framework. Our technology guides agents through
what actions should be taken and prompts them for the next bit of information in the right sequence.
This process speeds adoption for new hires, as well as reinforces best practices for seasoned agents.

Responsive Violation Escalations

Accurate and consistent messaging are essential to an effective support function.
Our call scripts are unified with Dynamic Nested Dependency Lookups which support unlimited script
paths that your team can follow to deliver concise, accurate information every time. Provide your team
with a verbatim script or just for a more conversational tone.

Webhooks

Webhooks let you trigger external actions when a planned event is triggered in the CRM.
Webhooks put your CRM in conversation with hundreds of other apps with ease.

Compare Trendzact

At Trendzact, we clearly identify our strengths and weaknesses. Here’s how we compare against others

Strengths

Medium to Enterprise Sized businesses (teams of 100 to 10000 users)
All-in-one platform (Monitor - Detect - Respond, Investigate)
Qualifying large lead lists quickly
Straight-forward & transparent pricing (no hidden fees / upselling / consulting cost)
Easy to learn & get started
Improve team’s productivity
Dedicated success team for all customers
On-Demand AI and business intelligence teams
Single source for requirement, full implementation and support

Weakness

Cisco Duo

RemoteDesk

Tetherfi

CollaborationRoom AI

Target Users

50+ users

1000+ user

500+ users

150+ users

250+ users

Pricing

Fixed cost,
unlimited
users

$3-8k/user/yr
plus
AppExchange
costs

$1-3k/user/yr

$2-5k/user/yr

$2-5k/user/yr
plus toll
charges

Customer Care

24x7x365 with
dedicated
team

Requires
annual service
agreement

Training

Unlimited
training

$120-250/hr
from
consultants

Requires
separate
agreement

Modern

Yes, updated
2024

Omni-Engage

Genesys
G-Cloud, Engage

Extra cost for
integration

Expensive
integration

Yes, but clunky

Access to AI
Team

Yes

*All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Time-Tested and Constantly Improved

For over fifteen years, the Trendzact team has developed mid-markt and enterprise-grade solutions for Fortune 500s and some of the most recognized global brands. Our company continually demonstrates we are a trusted, reliable, vendor-partner not only during implementation, but also throughout the engagement with world-class customer service.

Get to Know the Trendzactors

Our features, customization, scalability, on-demand AI, and pricing sets up apart from the competition.
Get answers to your unique needs and find out why Trendzact confidently claims, you need us.

Secure, Clear Desk Complaint, Productive,

On-Premise Remote Hybrid Workspaces

Work from Anywhere is Amazing

Cybersecure & "Clear Desk" Compliant Workspaces

Facial Recognition Identity Verification

Three (3) Display Screen Recording

Collaboration and Coaching

User Accountability Monitoring

Incident Case Management

HR Applicant Onboarding

Insider Threat Detection

Digital Watermark and Deterrents

Workspace Panoramic Webcam

Automated Alerts and Push Notifications

Employee Well-Being and Productivity

Language Localization

Malicious Actor Deterrents

Anomaly Detection and Incident Response

Notes & Conversations

CCaaS Integrations

Process Controls

RESTful Web Services

Integrations and Platform Features

Secure File Transfer & Storage

Zero Trust Security

Emotion Detection

Workflow Automation

We Customize it Your the BEST Way!

Demo Today

Your business is unique, and we know you need a cybersecurity solution that works the way you do. We customize your solution for today and it is ready for tomorrow's challenges.

Brand & Localization

Workflow Controls

Workflow Triggers

Workflow Automation

Workflow Templates

Forensic Research

Live Event Observation Room

Responsive Violation Escalations

Webhooks

Compare Trendzact

Strengths

Weakness

*All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Time-Tested and Constantly Improved

Get to Know the Trendzactors

LEARN MORE ABOUT WORKSPACE MONITORING, QUALITY ASSURANCE MONITORING OR DOCUMENTATION BY TRENDZACT

Copyright (c) 2024 Trendzact Inc

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We Customize it

Your

the BEST

Way!