CustomerManagement
CRM system keeps all customer information including contacts, tasks, potential business opportunities, contract, and quotations. Field staff can get close to customer’s real needs to deliver customer-orientated service. Managers can also track enterprise’s operations more efficiently.
Centralized Management with Comprehensive Access Control
Remote customer data storage ensures complete customer information, visit histories, and business interactions. Also, with organization chart and project team structure, access control can be defined, preventings unauthorized data exposure and making customer data management easier.
Filter Target Customer with Tag
The system supports customer grouping and classification with customizable category codes and names. When creating new customers, you can easily select one or multiple categories. The feature helps to target your desired customer segments more conveniently.
Comprehensive Customer Analysis and Reporting
Customer task analytics, pivot analysis for forms (enabling analysis of customer consumption or maintenance trends), and professional BI business analysis tools are all provided. Business owners can create custom reports as per their requirements.
On-the-Go Operations with Mobile App
Save field staffs’ time in data search and requiring by real-time data syncrhonization. Customer information including contact, service histories and service locations are all available on mobile devices.
Automated Customer Data Collection
Create new customers through retrieving data from lead list or survey forms with scheduled auto jobs. Make customer information management and business development much easier.
Auto Notifications for Customer Care
Auto-emails to customers after order completion or visit task closure, demonstrating your concern for their product usage and overall satisfaction. Enhance customer satisfaction with highly-interactive, thoughtful service.
Top-Notch Service for Business Development
Optimize data collection, information sharing, analysis, and utilization easily. All-in-one management ensures that customers receive faster, more proactive, and personalized service experiences, ultimately boosting customer satisfaction. Furthermore, it enables you to harness valuable information to uncover hidden business opportunities.
