ActionWare for Customer Service

Customer Service functions are a logical extension of your sales team, as every opportunity to talk or work with a customer is an opportunity to sell more products, more service, upgrades, etc.

ActionWare lets you make the most of client conversations, easily logging all interactions between the customer and any employee - sales or service.

Customer Service functions relating to orders and sales delivery issues are often included as part of a centralized inside sales team, as there is a very fine line between sales and Customer Service. ActionWare for Sales Force Automation easily links with customer services for a coordinated face to the customer.

So how can ActionWare help you Service your Customers Better?

Recognize the customer

• Know who the customer is, what has happened, and identify and possibly resolve the problem at hand, even if several others have been involved to-date.

• Create automated commitments. Nothing should fall through the cracks. If callbacks are promised, the commitments are recorded on the system and organized in your ToDo list.

Maintain contact information

• Current account status
• Sales representative or territory
• General demographic information about the customer and their business
• Volume or size of business

Record activities completed and promised

• Detailed information from a call to a customer.
• Sales activities going on currently - for example, proposals, new business, contracts.
• Documents, emails, or faxes sent.
• Who has been involved on the current problem and is there an update?
• What is the next step?

Manage contact database

• User-definable database reflects YOUR customer profile and typical product use, not generic profiles or general product use.
• More than ten ways to quickly find a particular record.
• Automatically track the who, when and what of the phone calls to and from a customer using Call Logging.

Increase effectiveness

• Quick access to word processing and automatic outbound email or faxing. The Activity manager automatically tracks what was sent, by whom and when.
• Filters to select groups of records from the databases to call proactively about potential customer satisfaction issues.

Interface to business Applications

• Link to Order Entry and Account Inquiry to service an order, change or look up information about the overall account status.
• Record summary data in ActionWare for customer actions that occur in other business systems across the enterprise for a Single View of the Customer.

ActionWare provides the functionality you want in a Customer Service oriented Customer Relationship Management system:

Performance

Convenience

Versatility

Appearance

ActionWare Data Layout 1:

ActionWare Activity Panel:

ActionWare is your solution for your CRM Customer Services needs.

For more information, please call us at 510-595-4700 or email us at sales@actionware.com