|
Case Management |
 |
Create, assign, and easily manage cases for customer service requests. Manage actions and communications for each case from a central location. |
| |
|
Complete view of accounts |
 |
View all accounts, including sales and order information, to identify top customers and better understand specific customer needs. |
| |
|
Automated routing, queuing, and escalation |
 |
Customizable workflow rules let you automatically route service requests and cases to the appropriate representatives or to queues for resolution, escalation and reassignment. |
| |
|
Searchable knowledgebase |
 |
Publish support articles and other relevant support information to a searchable knowledgebase. Built-in review processes ensure information is complete, correct, and properly tagged for search. |
| |
|
Service contracts |
 |
Easily create and maintain service contracts with Microsoft CRM. When a support case is resolved, relevant contract information is updated automatically. |
| |
|
Auto-response e-mail |
 |
Use customizable templates and workflow rules to generate and send auto-response e-mails to customer requests. |
| |
|
E-mail management |
 |
Maintain an accurate record of customer-related communications, with automated tracking of customer e-mails that associates those mails with appropriate customer records. |
| |
|
Reports |
 |
Comprehensive reporting tools let you identify common support issues, evaluate customer needs, track service processes, and measure service performance. |
| |
|
Integration with Microsoft Business Solutions |
 |
Microsoft CRM integrates easily with Microsoft Business Solutions ERP applications. Key data mapping includes accounts, contacts, product catalog, pricing lists, orders and invoices. |
| |