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
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
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
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
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
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
