workFile CRM - Customer Relationship Management

workFile CRM is a business solution module, bringing together a number of workFile modules to deliver a complete CRM solution. workFile CRM provides a complete management solution for customer relationship within your organisation, from targeting customer, marketing campaigns, events, through to maintaining a full audit trail, interaction history, issues and your ongoing relationship with your customer.

Some of the business drivers for workFile CRM are:

• Identify and target potential customers
• Manage the complete customer relationship, ensuring they feel valued
• Provide a better level and quality of customer service

Some of the busines benefits of workFile CRM are:

• Target potential customers more accurately, leading to an increase in transition
• Focus marketing campaigns and events, increasing their success
• Increase customer retention levels through better quality customer services
• Reduce administration costs
• Track leads, follow ups, issues and problems. Automate responses and ensure work is highly visible to agents
• Increase the effectiveness of customer facing staff

Some of the workFile CRM features are shown below:

• Store potential and actual customer details
• Utilise the event driven architecture to ensure work is not forgotten
• Provide agents with the ability to quickly locate and deal with customer issues
• Identify customer habits and trends
• Manage and maintain campaigns and events, measuring their success
• Maximise the value of every customer interaction
• Provide agents with a single access point, providing them with all the information they require
• Create work within workFile Case management module and workFile BPM module, streamlining customer processes
• Quickly access work within workFile Case management and workFile BPM, providing informed customer facing agents
• Store all forms of interactions, both un-structured and structured (correspondence, notes, phone calls, eMails etc)
• Integrate with line of business applications such as billing and accounts

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