Helpdesk (CRM)
- 2. FeaturesManage branches and coordinatorsManage and maintain customer databaseManage InquiriesManage service requestsTrack payment duesBulk Email and SMSReports
- 3. Major RolesAdministratorCreate coordinatorsCreate branchesAssign coordinators to branchesAdd/upload customer profile in bulkSend bulk sms/email Monitor reports on inquiry commitment, service requests, payment dues and follow up with coordinators to closeCoordinatorAdd walk in customer profile to the branchCreate and follow up on inquiriesFollow up on service requests or complaints from customersUpdate on payment received
- 5. CustomerCoordinatorProspectCustomerAdministratorOnline DatabaseWork Flow1Establish Contact43Record Potential Inquiry for follow upSMS reminder to follow up with customer name and contact5If InterestedFollow up on the inquiry and get commitment date2On Commitment 6Reports
- 7. Field RepresentativeCustomerCoordinatorManagerOnline DatabaseWork Flow5Automated Escalations13Phone callTo helpdeskSMS with customer informationAnd problem descriptionComplaintsregistryFollow upReports2SMS with reference number4On demand status/performancereports3
- 9. Customer(s)Customer(s)CoordinatorManagerOnline DatabaseWork FlowSMS Reminderfor making payment when triggeredUpdate payment due dateSMS Acknowledgement on paymentOn demand CollectionReports/status
- 10. Bulk Email and SMS
- 11. Email & SMS Work FlowCustomer TypeBranchAll CustomersContactBranch CodeProspectAll BranchesCustomerCross ProductTerminatedHTML editor for emailBroadcastIn single clickSMS text box