Contacts, task lists, potential business opportunities, contract, quotations data can be stored in could-based system. Field staff can find customer’s real needs to reach customer-orientated service. Managers can control enterprise’s operations with high efficiency.
Unified Management with Enhanced Access Control
Customer data is stored remotely, ensuring the complete record of customer information, visit responses, and business interactions. It also allows the creation of organizational structures and project teams with varying levels of access control. This prevents unauthorized data exposure and makes customer data management effortless.
Tag-Based Classification for Quick Customer Searches
Our system supports customer grouping and classification, allowing you to customize category codes and names. When adding new customers, you can easily select one or multiple categories. This convenience enables you to swiftly locate your desired customer segments.
Comprehensive Customer Analysis and Reporting
Our platform provides customer task analytics, pivot analysis for forms (enabling analysis of customer consumption or maintenance trends), and professional BI business analysis tools. This empowers business owners to create custom reports as per their requirements.
Mobile Operations with On-the-Go App
Our cross-platform synchronization significantly reduces the time field personnel spend searching for or inquiring about customer data. Relevant customer contact information, past service records, and service locations are readily available on their mobile devices.
Automated Customer Data Collection
Customer information collected through potential user forms or surveys can be automatically scheduled for addition to your customer management system. This simplifies the process of building new customer relationships and exploring business opportunities.
Automated Notifications for Customer Care
Automatically send emails to customers after order completion or visit task closure, demonstrating your concern for their product usage and overall satisfaction. This high-interaction, thoughtful service enhances customer satisfaction.
Top-Notch Service for Business Opportunity Discovery
We provide a one-stop operations management by streamlining data collection, sharing, analysis, and utilization. This 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.