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:
1. Inquiry Management
2. Service Request Management
3. Bulk email/sms

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Helpdesk (CRM)

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

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