Improve Customer Service
Having some type of system to track customer requests for service is we believe critical for most types of organisations.
Requests for service, or requests to deal with post sales issues or problems, are typically given less priority than requests for new sales over the long term.
However, if such requests are not dealt with adequately the damage to the reputation and brand will ultimately damage new sales. If the core business is after sales service or support, then a system is even more critical since the volumes are likely to be higher.
A CRM system to improve customer service does not have to be exceptionally sophisticated.
Some basic capability as listed below will quickly provide huge benefit and start improving the organisation's reputation.
Core CRM system capabilities for improved Customer Service
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Track all service activities by customer and case
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Ensure data is easy to capture
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e-mail integration
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Web-portal integration
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Voice integration
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Provide regular feedback to customers such as case number and status
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Make all cases and statuses highly visible to customer service operatives and
managers
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Provide auto-alerts
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Have a logical workflow process
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Have an escalation process for exceptions and cases not resolved within a
reasonable timeframe
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Provide customer portal for self-service logging updates and enquiries
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Provide powerful relevant reports to assess performance and trends
Naturally Microsoft Dynamics CRM provides the above capability (and much more) ‘out-of-the-box’, please refer to Dynamics CRM product section for much more detail.
How can Dynamics CRM improve Customer Service?
The Service module assists tremendously with the tracking and resolution of service requests, powerful workflow can prioritise and route requests to employees who are available and with the appropriate skills.
Optional integration with Dynamics GP - Sales Order Processing enables orders to be entered on CRM (even out in the field on PDAs) and flow seamlessly into the back office for fulfilment and invoicing. CRM is automatically updated with accounts information such as credit
and stock availability and order statuses.
The combined effect of this seamless integration between Exchange Server, Office, Dynamics GP and Dynamics CRM is that the organisation becomes much more aware of what is happening across all touchpoints, thus enabling a much more professional customer service and a much improved customer experience.