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Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
Helpdesk (CRM)
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Helpdesk (CRM)

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An easy to use support tool to follow up and convert a contact to prospect to customer across the franchises or branches: …

An easy to use support tool to follow up and convert a contact to prospect to customer across the franchises or branches:
1. Inquiry Management
2. Service Request Management
3. Bulk email/sms

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Transcript

  • 1. Helpdesk
    RaosInfosoft Join Pvt Ltd
  • 2. Features
    Manage branches and coordinators
    Manage and maintain customer database
    Manage Inquiries
    Manage service requests
    Track payment dues
    Bulk Email and SMS
    Reports
  • 3. Major Roles
    Administrator
    Create coordinators
    Create branches
    Assign coordinators to branches
    Add/upload customer profile in bulk
    Send bulk sms/email
    Monitor reports on inquiry commitment, service requests, payment dues and follow up with coordinators to close
    Coordinator
    Add walk in customer profile to the branch
    Create and follow up on inquiries
    Follow up on service requests or complaints from customers
    Update on payment received
  • 4. Inquiry Management
  • 5. Customer
    Coordinator
    Prospect
    Customer
    Administrator
    Online
    Database
    Work Flow
    1
    Establish
    Contact
    4
    3
    Record Potential
    Inquiry for follow up
    SMS reminder
    to follow up with
    customer name
    and contact
    5
    If Interested
    Follow up on the inquiry and get commitment date
    2
    On Commitment
    6
    Reports
  • 6. Service Request Management
  • 7. Field
    Representative
    Customer
    Coordinator
    Manager
    Online
    Database
    Work Flow
    5
    Automated
    Escalations
    1
    3
    Phone call
    To helpdesk
    SMS with customer
    information
    And problem description
    Complaints
    registry
    Follow up
    Reports
    2
    SMS with reference number
    4
    On demand status/
    performance
    reports
    3
  • 8. Payment Dues Tracker
  • 9. Customer(s)
    Customer(s)
    Coordinator
    Manager
    Online
    Database
    Work Flow
    SMS Reminder
    for making payment
    when triggered
    Update payment
    due date
    SMS Acknowledgement on payment
    On demand
    Collection
    Reports/status
  • 10. Bulk Email and SMS
  • 11. Email & SMS Work Flow
    Customer Type
    Branch
    All Customers
    Contact
    Branch Code
    Prospect
    All Branches
    Customer
    Cross
    Product
    Terminated
    HTML editor
    for email
    Broadcast
    In single click
    SMS text box
  • 12. Questions
    &
    Live Demo

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