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Customer Service

      Satisfied customers are perhaps any company’s single most valuable asset. With the Customer Service elements of Sales Navigator, technical support representatives can stay in close touch with their customers, with incident tracking and return material handling,  with emphasis on response time. Customer Service shares virtually all the same screens and features as the sales module, but has incident and RMA tracking.  The best part is that both sales and technical support share the exact same database of companies, people, addresses, notes, action items, and sales history.  Customer Service and Sales Navigator truly allow an entire Sales, Marketing, and Support organization to work closely together increasing sales and customer satisfaction.

      The Sales Navigator Customer Service system is designed to ensure rapid response to all customer inquiries. It includes pro-active outreach features and is designed to increase sales and demonstrate active concern for customer satisfaction by:

Click Here to take a closer look at the Incident Summary Screen
Click here to take a closer look at the Incident Detail Screen
Click here to take a closer look at the RMA Screen

  • Service Desk tracking of incidents, real time, with a incident summary view that allows on-screen limiting of open or closed incidents for almost any criteria.

  • Track RMA product returns at every stage of their progress.  Track product returns outside of your accounting system.  RMA and product returns are the traditional "black-hole" where all your money goes.  Get a handle on this revenue, and repair or replace customer returns efficiently and quickly.  Sales will know what's going on just by looking up the customer's account.

  • Sales and Customer Service sharing the same data seamlessly. Both Sales and Technical support will know exactly what's happening up to the second the data is entered.

  • Incident and exception reporting.  Open Incident Reporting by Date, Status Level, or Service Rep.  Closed Incident Reporting by Date, or by Service Rep.  Most Common Problem reports 30/60 days back, this year, last year, and by product.  Calls Closed per week, this year and last year.  RMA Status report and many others.

  • Tracking of problem resolution.  Dispatch style summary screen provides a single screen to quickly identify and track open incidents and RMAs, oldest to newest.  You can actually institute a 4 hour response time policy and escalation system.

  • On-line email and fax capability for information to customers

  • Integration with Outlook and Exchange.  Email messages to engineers making calls that will alert them to a time-sensitive customer incident call.

  • Track time on each call and/or minutes spent on the phone for each callCustomer Service allows you to track the start and stop time of each call down to the minutes.

  • See all the features of the Sales Navigator module. Customer Service does everything the Sales module does except custom profiles, and proposals.

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