Business software solutions
Customer Relationship Manager
Empower CSRs to efficiently support customers from a single customer care system – improves data accuracy, improves customer retention, and decreases operating costs. No complex pricing plans to memorize. CSRs remain focused to perform at their highest level.
Single Point of Access | Open APIs eliminate redundant swivel chair tasks and provide CSRs with access to:
-
Workforce management for field techs appointment scheduling
-
Direct access to service orders from CRM >
-
Point of Sale for retail management and inventory
-
Equifax and Experian 3rd party software for real-time credit check and fraud prevention
Customer Profile | Registration wizards systematically progress CSRs through the registration process and keep them informed of subscriber status.
​
-
Customer ‘thumbnail’ provides instant snapshot of customer summary: balance due, credit rating, payments made, deposits, active/disconnected/collection status
-
CSR Welcome dashboard displays personal workflow such as assigned tasks, frequent customer interactions, recent trouble tickets, reminders to follow-up, and journal notes
-
Multiple icons provide instant notification of important status, such as payment arrangements, hot issues, NSF checks, open trouble tickets, directory preferences
-
Daily maintenance including new account registrations, plans and package changes, moves, and deletes
-
‘Create Like’ functionality exists on service account level and service plan level
-
Accept payments, print receipts, print duplicate invoices
Interface
SuiteSolution CRM Payments screen
