Customer Support

Customer Support

 CRM provides the Customer Support & Service management (Help Desk) features, such as Cases (Trouble tickets), Solutions (Knowledge base), Case Routing & Escalation through Workflow rules, and easy to deploy Web-to-Case forms for capturing customer-specific cases through Websites. In addition, you can also synchronize customer-specific email messages as tickets from Microsoft Outlook mail client to the tickets module in CRM.

The tickets and Solutions functionality can be used to streamline organization-wide Customer Support processes by integrating Sales & Customer Support in a single system. Integration between Sales and Post-sales support management helps organizations in resolving the customer reported cases in the least possible time, enhancing customer satisfaction and allowing for more cross-selling and up-selling opportunities in future.

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    • Customer Support

      CRM provides the Customer Support & Service management (Help Desk) features, such as Cases (Trouble tickets), Solutions (Knowledge base), Case Routing & Escalation through Workflow rules, and easy to deploy Web-to-Case forms for capturing ...

    • Website Support

    • Customer Portal

      The Customer Portal of  Support plays an important role in helping customers resolve their issues by themselves. You can customize this portal according to your requirements and give your customers access to it. For example, you can customize the ...

    • Support Info Report

      The last report you can run in the Visitors section, is the Support Info report. To run this report, you must first select if you want to run the report for all your agent’s or for a particular agent—and choose from the drop-down menu. Then you must ...

    • Associating multiple support agents to a department.

      To associate multiple support agents to a department, follow the steps mentioned below: Go to Setup>Organization Settings>Departments Choose a department to associate multiple support agents to it In the department detail view page, click Add Support ...