How do you facilitate effective customer
service?
Although most calendar and emailing systems are
cutting-edge in terms of technical features, most miss the intrinsic ability to
log every task, meeting, and email against a particular customer. This
leads to inefficient work processes such as forwarding email to everyone in the
company, inviting entire departments as an "fyi" to a meeting, or assigning a task to many
people in the hopes that someone will pick up the ball.
Add to this the impossible task of
searching for
information
when a customer calls, or before a
critical meeting. Do you lead the customer though the conversation, or
does the customer have to lead you?
Basic Customer Relationship Management (CRM) packages offer this type of
functionality straight out of the box. However, most do not link directly
with your inbox, forcing you to keep and monitor multiple calendars and task
lists. This work process can be both confusing and time consuming for your team.
TeamWork Enterprise and TeamToaster can help...
Both TeamWork Enterprise and TeamToaster allow you to quickly and easily associate email,
tasks, and meetings with any customer or project - directly out of your inbox.
Other members of the team can then easily view an entire account history in a
centralized location. No longer do you need to forward email. Simply
publish it to an account, and it will remain as account history for all team
members to review.
Utilizing our Data Integration products, we can also extract key pieces of
information from other business systems (such as sales figures, outstanding orders, and
invoicing) and combine it with your activity-based information. This
can provide sales, marketing, and customer service teams with a single location
to review customer-related information. So the next time
someone takes a call from the customer, they can be confident they know the
status of the account, and can help the customer in the most proactive manner.
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