C.R.M. (Customer Relationship Management)

Setup

• Generate business process specific tasks to monitor and maintain the information flow of the customer
• Create alerts and escalation procedures to insure staff and management are kept informed of anomalies in the customer relationship process
• Generate event specific triggers for automatic task assignment and business process automation
• Create user defined fields for company specific customer information data processing

Functional

• Ability to automatically assign specific task for individual customers based on type, location and job role.
• Automatic escalation procedures for task or contact failures
• User specific alerts for mission critical tasks or high profile customers
• Yes / No style task flow for automated business processing
• Database change driven event monitoring for total live control of information flow

  Informational

• Customer and Staff tasks are viewable in both list views and Calendars for easy workflow
• Alerts and reminders are sent in good time for the tasks to be completed
• All information relating to a customer is viewable at all times and both past and future tasks can be seen on the customers record with ease and clarity
• Customer information is in one place from multiple address information, staff assigned to specific roles for that customer and the demographic information