Customer Management

Customer management is the heart of the system, bringing together information from the other modules into a 360 degree view of everything that relates to the customer. This includes information from, contacts, issues, sales, workorders, bills and payments. The customer module keeps a running history of each customer, giving you everything you need to ensure personalized service and no surprises.

Some reasons you will benefit from our Customer Management system;

  1. You have several people who deal with the same customer,
  2. You have a large number of customers,
  3. Interactions with a customer can stretch out over a long period of time,
  4. You people work out of more than one location.

Imagine the situation where a sales rep calls on a customer to sell new services only to find out that there is a serious customer satisfaction issue that has been unresolved for months.

Or, imagine the situation where a customer calls with numerous problems and your service representative is unaware the customer is seriously behind on their bill.

Finally, imagine the situation two people are working with the same customer and each recommends a different solution without knowing about the other.

Today’s business is complex and customers expect personalized service regardless of how many customers you have or how long it has been since you have last made contact with them.