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CRM: Customer Request Management

CRM: Customer Request Management
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  • collection of calls and orders from all sources
  • communication and document exchange
  • shipment and order fulfillment control

Receive requests and process orders within a unified CRM order management system.

Full description
Description

Searching for an efficient way to handle correspondence and orders from various sources in one location?

Our new pre-built configuration enables you to merge sales and order processing into a single workspace, streamlining the following tasks:

  1. Monitor calls and emails while managing requests from diverse sources.
  2. Interact with customers and exchange photos and documents.
  3. Track shipments and oversee the progress of customer order fulfillment.

Features configuration

  • Receive requests through multiple channels, including phone, email, website, messaging apps, and social media.
  • Take into account all incoming messages, such as new comments in previous conversations or notes on social networks.
  • Route requests to the relevant managers to ensure timely responses for customers.
  • Monitor the order processing and keep customers updated throughout the entire process.
  • Document any order rejections along with the reasons for them.
  • Generate sales reports and access each customer’s purchase history.
  • Analyze conversion rates and the factors behind rejections.

Here you can lead the client from the first question under the post on the social network to the status of “Client of the Year”. Employees of all departments will work in a single system, and customers will receive a decent level of service.

Try configuration

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