CRM Systems
Activity Management
Process Maps
Respond to Calls with Confidence
When you get a call, start by
searching Salesforce. You can quickly review the account and see who else at
your company has been working with them. You can then use Salesforce to capture
call notes and create a follow-up task if need be.
Connect with Outlook and Capture
Important Emails
You can use Outlook email to
communicate with customers while easily capturing everything in Salesforce at
the same time for organization-wide visibility. Add incoming or outgoing
Outlook emails to the appropriate record in Salesforce with a single click in
Outlook.
Manage Your Tasks and Follow-Up
Activities
Coordinating customer-facing
activities is a critical part of closing business and managing customer
relationships. Salesforce's activity management capabilities help keep your
team organized and working together so your customers receive the attention
they need.
Salesforce Ideas
Capture Feedback and Drive Innovative
New Ideas
By creating
an interactive Ideas forum where people can vet their best ideas, you can
become a more responsive company, uncovering new opportunities and instilling a
sense of co-ownership with your most passionate evangelists.
Service and Support
Funnel Cases from Disparate Customer
Touch Points
Effective customer service benefits
everyone—customers, agents, supervisors, and the company’s bottom line. Deliver
outstanding and consistent service and support across many channels including
phone, email, the Web, and chat.
Streamline Your Case Resolution
Process
Make sure your service and support
organization operates with maximum efficiency and accuracy. Streamline complex
customer service processes, automate workflow, and increase service quality and
consistency.
Provide 24/7 Self-Service Support
with the Customer Portal
In an increasingly connected world,
customer self-service has become a way of life. Drive greater customer loyalty
through customer-driven communities and unprecedented online access to
information and resources.
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