Customer Service

Once you gain a customer, the customer relationship management becomes critical. To view each interaction your reps have had with a customer gives you a much better understanding of that customer's experience as it relates to your organization. Here are some examples of how the system can be used to manage the customer relationship.

Interactions - As you interact with your customers, you can track each interaction, then view the entire interaction history of a record. This helps you get a conclusive view of the interaction process.

Activity Management - Activities can be assigned to others in your workgroup to resolve concerns or to route customer inquiries to the right person.

Extensive Reporting - By using the reporting/filtering mechanisms you can create custom reports to show specific information as well as export those reports to Excel for further analysis.

Departmental Integration - Interactions allow your departments to integrate better. For instance, if a customer calls into your support department and gets helped with a particular problem, the next time you work with that customer, the information from the support call was entered. You can then ask that customer if they had been taken care of properly and if their problem had been resolved. This provides much better customer care.