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SERVICE AUTOMATION
WHAT IS CUSTOMER SERVICE AND
WHY ITS IMPORTANT IN CRM?
• Customer service is the interaction between a
business and its customers.
• It includes all the ways that a business
communicates with its customers, from pre-sale to
post-sale.
• Customer service is important in CRM because it is a
key way to build relationships with customers and to
create a positive customer experience.
FOR EXAMPLE
• Customer service can be experienced at any stage of
the customer purchase cycle: before, during or after
purchase.
• in a B2B context, a company purchasing new
manufacturing equipment might need pre-purchase
engineering advice, assistance during purchase with
drawing up precise specifications for the equipment
and post-purchase assistance with operator training.
• Customers can also assess service standards
during service delivery as well as afterwards
SERVICE AUTOMATION IN CRM
• Service automation in CRM is the use of technology
to automate repetitive tasks and processes related
to customer service.
• This can include tasks such as:
• Answering customer queries via email, phone, or chat
• Scheduling appointments
• Processing refunds or returns
• Creating and sending invoices
• Tracking customer interactions
• Generating reports
SERVICE AUTOMATION
• Service automation is the application of
computerized technologies to support service staff
and management in the achievement of their work-
related objectives.
• Companies deliver customer service across multiple
channels – face-to-face, over the phone, via email,
mail, SMS, multimedia messaging (MMS), social
media, web chat or fax, through the corporate
website and automated self-service channels
BENEFITS OF SERVICE AUTOMATION IN
CRM
• Improved customer service: Service automation can help businesses
to provide faster, more efficient, and more accurate customer service.
This can lead to increased customer satisfaction and loyalty.
• Increased efficiency: Service automation can help businesses to free
up their customer service agents to focus on more complex tasks.
This can lead to increased productivity and efficiency.
• Reduced costs: Service automation can help businesses to reduce the
costs associated with customer service. This can be achieved by
reducing the number of customer service agents required, as well as
the costs associated with training and managing those agents.
• Improved data accuracy: Service automation can help businesses to
improve the accuracy of their customer data. This is because
automation can help to ensure that customer data is entered and
updated correctly.
• Improved insights into customer behavior: Service automation can
help businesses to gain insights into customer behavior. This can be
achieved by tracking customer interactions and analyzing the data
that is collected. This information can then be used to improve
customer service and marketing campaigns.
SERVICE AUTOMATION IS USED IN
FOUR MAJOR CONTEXTS
• contact centres -
• call centres
• at the help desk
• in field service.
CONTACT CENTRES -
• Contact centres are configured to communicate with
customers across multiple channels including
• voice telephony, the Web, mail, email, SMS,
multimedia messaging, instant messaging, web chat,
social media and fax.
• In addition to people-assisted interactions, contact
centres deliver automated self-service, using
interactive voice response (IVR) and speech
recognition technologies,
CALL CENTRES
• Call centres are generally dedicated to voice
telephony communications, whether through a
public switched telephone network, cell-phone
network or Voice over Internet Protocol (VoIP).
HELP DESKS
• Help desks are usually associated with IT
environments where assistance is offered to IT
users. SA applications such as case management,
job management and service level management are
used in this setting
FIELD SERVICE
• Field service is widespread in both B2C and B2B
environments. Service engineers for white goods
such as dishwashers and washing machines, or
brown goods such as televisions and hi-fi, visit
consumers’ homes to install, maintain or repair
products. In the B2B context, technicians and
engineers visit factories, depots, warehouses,
workshops, offices and other workplaces before,
during and after purchase to help customers specify,
select, procure, install, service and decommission a
wide range of machines and systems, ranging from
machine tools to fork-lifts to IT infrastructure
FUNCTIONALITY OFFERED BY
SERVICE AUTOMATION SOFTWARE

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SERVICE AUTOMATION.pptxbusiness authorities

  • 2. WHAT IS CUSTOMER SERVICE AND WHY ITS IMPORTANT IN CRM? • Customer service is the interaction between a business and its customers. • It includes all the ways that a business communicates with its customers, from pre-sale to post-sale. • Customer service is important in CRM because it is a key way to build relationships with customers and to create a positive customer experience.
  • 3. FOR EXAMPLE • Customer service can be experienced at any stage of the customer purchase cycle: before, during or after purchase. • in a B2B context, a company purchasing new manufacturing equipment might need pre-purchase engineering advice, assistance during purchase with drawing up precise specifications for the equipment and post-purchase assistance with operator training. • Customers can also assess service standards during service delivery as well as afterwards
  • 4. SERVICE AUTOMATION IN CRM • Service automation in CRM is the use of technology to automate repetitive tasks and processes related to customer service. • This can include tasks such as: • Answering customer queries via email, phone, or chat • Scheduling appointments • Processing refunds or returns • Creating and sending invoices • Tracking customer interactions • Generating reports
  • 5. SERVICE AUTOMATION • Service automation is the application of computerized technologies to support service staff and management in the achievement of their work- related objectives. • Companies deliver customer service across multiple channels – face-to-face, over the phone, via email, mail, SMS, multimedia messaging (MMS), social media, web chat or fax, through the corporate website and automated self-service channels
  • 6. BENEFITS OF SERVICE AUTOMATION IN CRM • Improved customer service: Service automation can help businesses to provide faster, more efficient, and more accurate customer service. This can lead to increased customer satisfaction and loyalty. • Increased efficiency: Service automation can help businesses to free up their customer service agents to focus on more complex tasks. This can lead to increased productivity and efficiency. • Reduced costs: Service automation can help businesses to reduce the costs associated with customer service. This can be achieved by reducing the number of customer service agents required, as well as the costs associated with training and managing those agents. • Improved data accuracy: Service automation can help businesses to improve the accuracy of their customer data. This is because automation can help to ensure that customer data is entered and updated correctly. • Improved insights into customer behavior: Service automation can help businesses to gain insights into customer behavior. This can be achieved by tracking customer interactions and analyzing the data that is collected. This information can then be used to improve customer service and marketing campaigns.
  • 7. SERVICE AUTOMATION IS USED IN FOUR MAJOR CONTEXTS • contact centres - • call centres • at the help desk • in field service.
  • 8. CONTACT CENTRES - • Contact centres are configured to communicate with customers across multiple channels including • voice telephony, the Web, mail, email, SMS, multimedia messaging, instant messaging, web chat, social media and fax. • In addition to people-assisted interactions, contact centres deliver automated self-service, using interactive voice response (IVR) and speech recognition technologies,
  • 9. CALL CENTRES • Call centres are generally dedicated to voice telephony communications, whether through a public switched telephone network, cell-phone network or Voice over Internet Protocol (VoIP).
  • 10. HELP DESKS • Help desks are usually associated with IT environments where assistance is offered to IT users. SA applications such as case management, job management and service level management are used in this setting
  • 11. FIELD SERVICE • Field service is widespread in both B2C and B2B environments. Service engineers for white goods such as dishwashers and washing machines, or brown goods such as televisions and hi-fi, visit consumers’ homes to install, maintain or repair products. In the B2B context, technicians and engineers visit factories, depots, warehouses, workshops, offices and other workplaces before, during and after purchase to help customers specify, select, procure, install, service and decommission a wide range of machines and systems, ranging from machine tools to fork-lifts to IT infrastructure
  • 12. FUNCTIONALITY OFFERED BY SERVICE AUTOMATION SOFTWARE