| Time
is money, and money is time! Save both by utilizing our Integrated
Contact Management solution.
This feature rich product was designed specifically for the
financial services industry to streamline and automate customer
service and
support, marketing and sales
efforts. Enable your
sales staff and lenders to manage opportunities, set tasks and
appointments. Empower
your customer service representatives or call center associates to
improve customer satisfaction by responding more quickly and
accurately to incoming requests by easily logging, assigning,
researching and maintaining service requests and queries like never
before.
Integrated Contact
Manager creates a full historical accounting of all customer
communications, whether originated by the customer or the bank, and
saves it to our powerful, centralized database, permitting quick
access and easy retrieval of information where and when you need
it. Never before has it
been so easy to get immediate attention for your customer's needs
and enable you to monitor the effectiveness of the actions taken by
your staff for satisfactory resolution, and to ensure a consistent
customer experience.
The built in contact
management feature gives your managers and supervisors the ability
to view and manage all pending contact history postings at a
glance. From this
screen, managers can quickly sort and view contact history based on
application, account number, details, assigned user and category for
which the contact histories pertain. Also, your manager or
supervisor can even re-assign contact history to other users and
departments as needed based on employee availability or expertise.
In
addition, customizable reporting is available within Contact History
to provide you with detailed or summarized information in order to
help you better understand and intelligently track your customers
and their needs.
Contact History management is one of the most important and
powerful tools an institution can utilize to help assess, plan and
manage their customer service. Empower your
institution and staff to keep track of clients, issues and tasks by
leveraging an instant, unified view of each customer including all
interactions input through multiple
channels.
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