Workbooks
Suited For: Small, Mid-size Companies
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Sales Force Automation (SFA), Marketing Automation, Sales Order Management, Customer Service and Support, Purchase Order Management, Invoicing and Cash Collection |
- Workbooks CRM improves the efficiency and effectiveness of marketing; increasing the flow of leads and measuring marketing ROI.
- Sales force automation (SFA) within Workbooks CRM improves and measures sales team performance and boosts productivity by streamlining sales processes including quoting for new business.
- The customer relationship management tools of Workbooks CRM streamline helpdesk organisations. Best practice customer support processes help to improve customer service whilst at the same time reducing delivery costs.
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N/A |
PhaseWare
Suited For: Small, Mid-size Companies
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Customer Information, Information Screens, Service level-agreement tracking, Billing and support package tracking, Incident tickets, Incident templates, Problem management, Quick Incidents, Incident classification, Dashboard indicators, Solutions knowledgebase, Search capabilities, Email features |
- Auto-escalate and receive alerts for high-priority tickets.
- Automatically create incidents from the emails you receive—with customer, contact, subject, and problem already defined.
- Send customers an email update on their open tickets.
- Get automatic alerts on unusual customer or problem activity—based on thresholds you set.
- Get automatic alerts when ticket queues exceed pre-designated thresholds.
- Send automated emails or surveys to your customers when tickets are closed.
- Get automatic alerts if you’re close to missing a service level agreement.
- Get automatic emailed reports on customer, agent or trouble ticket activity.
- Increase internal efficiencies.
- Reduce internal costs
- Provide a truly unique level of customer service and support
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N/A |
