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General

What is cloud-based business management software?

Cloud-based business management software is a solution that allows companies to manage and automate a variety of business processes including sales, customer service, marketing, and operations on an internet-based platform. Since it’s on the cloud, you don’t need any additional physical infrastructure; all data and processes are hosted on secure servers accessible anytime anywhere.

What are the benefits of cloud-based software?

The main benefits of using cloud-based software include:

  • Access from any internet-connected device.
  • Scalability, as you can adjust the capacity based on your business’ growth.
  • Security, with enterprise-level backup and data protection systems.
  • Automatic updates, guaranteeing you’re always using the latest version.
  • Reduced infrastructure and maintenance costs, as you don’t need local servers.
How is data on the cloud secured?

We guarantee data security using advanced encryption technology during both transfer and storage. We also boast security certifications such as ISO 27001 and multi-factor authentication (MFA) mechanisms to protect platform access. We perform backups periodically and have strict data management policies to comply with international regulations, such as the GDPR.

Do I need to install any software on my equipment to use the platform?

You don’t need to install any software on your devices. Our software is fully cloud-based, meaning you can access it directly from your web browser. All you need is an internet connection and compatible browser.

What kinds of companies can benefit from this software?

Our software is ideal for companies of all sizes and industries, from small and medium-sized enterprises to large corporations. It is particularly beneficial for companies looking to efficiently and securely optimize their sales, marketing, customer service, and operations on a single cloud platform.

Product Features

What functionalities does the software offer?

Our software includes a wide variety of functionalities covering the entire customer lifecycle at an organization: from generating demand, managing the sales funnel, customer service, marketing automation, advanced reports and data analytics, CRM and external platform integrations, quality management, transcriptions and speech analytics, ticket and collaboration tool management to boost team productivity and engagement.

Can the software adapt to my company’s needs?

Yes, the software is highly flexible and scalable. You can adapt workflows, configure specific control panels and add modules that respond to your company’s unique needs. We also offer integration options for the external systems you already use.

How can I integrate the software with other tools that I am already using at my business?

Our software has open APIs and multiple connectors that allow it to be integrated with platforms like CRMs, digital marketing tools, e-commerce platforms, and more. We also offer integration assistance to guarantee optimal functioning with your current systems.

Does the system allow you to manage multiple business areas?

Yes. The platform is designed for comprehensive management of the entire customer lifecycle, from lead generation to after-sales service. You can administrate and optimize key processes like sales, marketing, customer service, and support, ensuring you offer exceptional customer experience (CX) at each point of contact. The system also includes tools to improve employee experience (EX), facilitating collaboration, tracking performance, and efficiently managing interactions with customers, all in one place.

Professional Services

What services do you offer with the software?

We offer a complete range of professional services, including business mentoring, implementation consulting and integration with existing systems, as well as consulting to optimize the performance of your platform. We also offer 24/7 tech service, customer success from the get-go, and training via the Inconcert Academy.

How does the implementation process work?

The implementation process includes a variety of phases: requirement analysis, personalized configuration, integration with your current systems, exhaustive testing, and training for end users. We work with you and our Customer Success team from start to finish to guarantee that the software is configured according to your specific needs.

How long does software implementation take?

Implementation times vary based on the complexity of the requirements and the scale of your business. However, the average project lasts between 4 and 12 weeks. We offer a detailed timeline before beginning so you have a clear understanding of the timing.

Can the Inconcert team help me integrate the software into my current systems?

Yes. Our team of experts is available to help you integrate the software into your existing systems, such as CRMs and other platforms. We offer tech support and custom solutions to ensure that the integration is fluid and efficient.

Do you offer consulting services to optimize my company’s use of the software?

Yes. In addition to implementation, we also offer continuous business mentoring services to help you maximize the use of the software, improve processes, and boost operational efficiency. This includes performance analysis, optimization recommendations and strategic support.

Training and Support

What kind of training do you offer users of your software?

We offer a variety of training sessions adapted to each customer’s needs. These sessions include courses for new users, advanced users, and system administrators. Training can be

delivered in-person or remotely. You’ll also be able to view articles and tutorials on our e-learning platform where you’ll find self-guided modules and webinars.

How can I access online training?

When you enter our ecosystem, you’ll have access to our knowledge portal, where you’ll be able to learn about all of our solutions. Not just the ones you’ve hired! You’ll have articles, guides, and tutorials available to you. For user, admin, and developer training sessions, a sales rep will help you book custom sessions with a trainer.

Do you have training programs for advanced users?

Yes. We have advanced programs designed for users who need to deepen their understanding of specific functionalities of the software, such as advanced customization, complex integrations, and data analytics. The programs include practical sessions and adapt to your actual situation.

What does 24/7 support include?

Our 24/7 support covers real-time tech assistance for emergencies, queries about software use, and continuous monitoring of the system. You can contact us anytime, day or night, by phone, email, or live chat.

How can I get in touch with the tech support team?

When you enter our ecosystem, you’ll have a ticket channel where you can place requests. You’ll also have a support hotline to call.

Pricing and Billing

What pricing plans are available?

We offer flexible plans adapted to your company’s size and needs. We have monthly and annual subscription pricing options and custom packages for large companies and those with specific requirements. Get in touch to learn more and get a custom quote.

Does the price of the software include updates?

Yes. All software updates are included in your subscription. This ensures that you are always using the latest version with new functionalities and security enhancements at no additional cost.

Are there any additional costs for support and training?

Basic tech support is included in the subscription, but we offer premium support packages with faster response times and custom services. Costs for trainer-led sessions vary, depending on the specialty, whether it is provided on-site, and whether you need assistance with specific developments.

Do you offer a free trial of the software?

We do not offer free trials, but you can check with your account manager about the possibility of a proof of concept in the event you have a clear, one-off need with well-defined objectives.

Security and Compliance

How do you guarantee the security of the data stored on the software?

We guarantee the security of your data by adopting the highest security standards in the industry. Our platform is hosted on public clouds such as AWS (Amazon Web Services), GCP (Google Cloud Platform), and Huawei Cloud, allowing us to offer infrastructure that is scalable, redundant, reliable, and secure.

We also boast international safety certifications such as ISO 27001, PCI-DSS v4, recognitions such as CSA-Trusted Cloud Provider, CSA-STAR Level One, CCSK, and a GDPR Compliance Certification from the European Union, ensuring we comply with the most rigorous data protection protocols.

We use specialized, AI-supported security tools to monitor and control our corporate applications and customer production environments, a 24/7 Security Operations Center (SOC), strict access control by level with multi-factor authentication (MFA), among many other security requirements implemented, ensuring we are always at the cutting-edge of the new technologies that support our strict approach to security.

Does the software comply with data protection regulations like the GDPR?

Yes. Our software and all corporate procedures are fully compliant with the European Union’s General Data Protection Regulation (GDPR) and other international data protection regulations. We carry out annual GDPR audits to guarantee identification of breeches and deviations that may affect applicable regulatory compliance in this regard.

Do you have any security certifications such as ISO 27001?

Yes. We have security certifications such as ISO 27001, which guarantee that we follow information security management best practices.

What happens to my data if I decide to stop using the software?

If you decide to stop using our software products, we will work together to coordinate everything necessary to provide you the data we were responsible for processing and, once you confirm you have received it, we will run secure data deletion procedures and certify that we have not kept any data not belonging to us beyond what is required by law or contract.

How are backups and disaster recovery handled?

We have a Backup Policy that sets out the criteria to be followed when creating automatic and periodic backups of all the data stored on the system and we do restoration testing periodically. We also have a Business Continuity Plan that includes various recovery strategies to restore system data and operations in the least amount of time possible (established RPO and RTO), in response to any incident interrupting the operation of services. All of this is backed by ISO 27001 auditing.

Does the software offer a service level agreement (SLA) with 99.999% availability?

Yes. We offer a service level agreement (SLA) guaranteeing 99.999% availability on our cloud platform, equivalent to inactivity of less than 5 minutes per year. This high availability is possible thanks to our public cloud-based infrastructure, which allows us to guarantee maximum reliability and performance for our customers.

Updates and Maintenance

How often is the software updated?

We launch new versions approximately every other month, which incorporate new features and patches for bugs.

How are updates handled?

Updates are implemented during maintenance periods scheduled with the customer to minimize any potential disruption to the service. You will always receive prior notification so that you are aware of the update and can coordinate post-update testing if necessary.

Do you schedule downtime for maintenance?

Yes. We occasionally schedule maintenance periods to perform major updates. These updates are usually performed outside of normal business hours and prior notice is given to minimize impact on your operations.

How will I be notified about new updates or improvements?

We notify our customers about new updates and improvements via email, alerts on the platform, and posts on our support platform.

Do updates have any additional costs?

No. Updates are included in your subscription fee. This means that you’ll always have access to the latest functionalities, enhancements, and security updates at no additional cost. Our team takes care of updates being implemented automatically with minimum impact on your operations.

Integration and Compatibility

What systems and platforms is this software compatible with?

Our software is highly compatible with a wide variety of systems and platforms, including popular CRM, ERP, marketing, e-commerce, and project management tools. We also offer native integrations with solutions like Salesforce and MS Dynamics. Contact your sales rep for more details.

Can I integrate the software with my current CRM?

Yes. Our software is designed to be integrated with the major CRM systems with no issue. We offer preconfigured connectors for quick and efficient integration, allowing you to automatically sync data and workflows.

What API or integration tools do you offer?

We have an open and robust API that allows for integration with nearly any external system. Our API facilitates data exchange and process automation between our software and the other tools you’re already using. We also offer support for webhooks and other advanced integration methods.

Is the software compatible with external databases?

Yes. Our software is compatible with a wide variety of external databases, so you can integrate it into existing data storage systems. We support SQL and NoSQL databases such as MySQL, PostgreSQL, MongoDB, and more, allowing you to manage data in a centralized fashion.

How do you handle integration with third-party applications?

Integrations with third-party applications are handled via our native connectors and open APIs, facilitating process automation and synchronization in real time. We also offer professional services to support and manage more complex integrations and ensure they are done efficiently and securely.

Testing and Demo

Do you offer software demos?

Yes. We offer custom software demos, where you can see first-hand how our solutions can adapt to the specific needs of your company. During the demo, an expert will guide you through the main functionalities and answer any questions you may have. Request a demo here.

How can I get a free trial?

We do not offer free trials, but you can get in touch with your sales rep to request a POC (proof of concept)

What functionalities are available in the proof of concept?

A POC entails a certain amount of commitment on your part, since you’ll need to provide us with some details in order to validate our value proposition and see how our solutions can fulfill your needs and improve your business’ CX, EX, and metrics. You can access the solution, adapted to each use case, and we’ll guide you through onboarding and the functional testing experience.

How long does the free trial last?

It varies, but the maximum amount of time is 6 weeks.

Can I get assistance during the trial period?

Of course! Your sales rep will provide you with contact details so you are fully supported and guided.