Selcomm CRM Account Management is Customer-centric and allows Call Centre staff to service Customer accounts as efficiently and effectively as possible. It centralises all account management activities in one single view: with a simple and easy-to-use interface, Customer Care Agents have at-a-glance access to current financial position, value of account, all account communication history, and all associated account services in one central location.
It manages all Customer account requirements including sales and order management, allocation of new services, processing or diarising account level actions, departmental workflow to service account requests, communication recording, management of accounts receivable, and business reporting.
Selcomm CRM account level features include
- Dynamic allocation of screen layout and functional authority by role, group, and/or user ID
- Segregation of Wholesale Access and Retail ISP (Dealer) Customer views
- Single display of all Customer and related service details
- Definition-based customisable displays, with the choice of what is presented in terms with which you are familiar
- Support for individual or corporate definition with unlimited hierarchy levelling
- Dynamic presentation of Customer and service detail information based on attribute selection
- Context-sensitive command entry that allows for point-and-click operation
- Sophisticated search by most-recently-used, most common attribute, and advanced search
- Online notes on a per Customer and per service basis
Dynamic presentation displays Customer and service details in the order and form you want, including account name, billing address to Postal DPID (delivery point identifier) standard, authorised persons, account hierarchy structure, contact numbers, contract identifiers, email address, the date the Customer was added or changed, and the Customer identifier.