CRM Module

The workFile CRM module gives organisations the ability to manage the complete relationship between themselves and their customers. From targeting customers, marketing campaigns, events, through too maintaining a full audit and history of all the interactions, issues etc. that the customer has experienced with your organisation. When implemented with other workFile modules, the workFile CRM module is seamlessly updated by the other modules, providing a single point of view for agents. This gives agents the ability to call upon all the information they may require to help provide a better quality of service.

Some of the features of the workFile CRM module are listed below:

• Provide agents with a single point of view providing them with all the customer related information they require
• Seamless access and integration with other workFile modules / functions and features
• Store potential and actual customer details
• Identify customer habits and trends
• Manage and maintain campaigns and events
• Track the success of a campaign and / or event
• Manage and coordinate customer interactions across all channels
• Maximise the value of every customer interaction
• Create work within the workFile Case and BPM modules
• Store all forms of interactions (phone calls, notes, e-mails, letters, scanned correspondence)
• Flexible screen configuration
• User security based screen configuration
• Integrate with other line of business applications, such as billing / accounts

Some of the business benefits of the workFile CRM module are shown below:

• Provide a better level of customer service and increase customer retention
• Increased visibility of customers, habits and interactions
• Reduce administration costs
• Identify key potential customers and increase the success rate of your campaigns
• Manage and maintain marketing campaigns and events increasing the chances of attracting new customers
• Track leads, issues and problems and automate responses
• Increase efficiency and productivity of administration and customer facing staff
• High (ROI) Return on Investment

The below screen shot shows the main workFile CRM screen, the history / interactions tab has been selected.

The main CRM screen is highly configurable. Functions and modules can be represented as tabs across the screen, in the screen shot above the customer 'History' tab has been selected. Contact details are available within the 'Contact' tab. The screens functions and data shown can be limited based on a users security profile, ensuring that sensitive data is only available to certain users.

Why not talk to us about the workFile CRM module and how it can be used within your organisation; contact us on +44 (0) 1708 449 416, or at click here