Difference between revisions of "Customer Manager"

Revision as of 12:50, 1 August 2017

Home > Customer Manager

Introduction

Customer Manager is a business to business customer relationship management application that allows you to create, manage and maintain your vital information about your customers.

Features

Organizations

Organization's are your external customers. Customer Manager provides the ability to create, manage and maintain your customers and their contacts.

Search, sort and organise your customers.
Organisation records in Customer Manager provide the following capabilities.

Activity Stream - Collaborate, Post and Comment on topics relating to the organisation
Activities - Create and manage activities related to the organisation, such as reviews
Members - Link internal staff to the organisation and define their roles (Account Manager etc)
Documents - Search for an link documents held in Document Manager directly to the organisation
Attachments - Upload and hold attachments against the organisation (contracts etc)
Service Contracts (BETA) - Define service contracts, including supported items for the organisation

My Organizations

View Organizations which you are a member of.

Contact=

Against each Organization you can record multiple contact's and their job's within the organization. Each contact in Customer Manager has the following capabilities

Activity Stream - Collaborate, post and comment on the contact record
Notes - Add notes, and schedule call backs
Activities - Manage activities related to each contact

Plug-ins

Service Manager

View all requests which have been logged against the organisations
Manager Portal Access, including contact's rights to cancel requests and view requests which they have raised directly or those which have been raised by other contact's from the the same organization on the customer portal

Document Manager

Search for and link documents to organizations

@@ Line 37: / Line 37: @@
 :* '''Service Contracts (BETA)''' - Define service contracts, including supported items for the organisation
-===My Organization's===
+==My Organizations==
+View Organizations which you are a member of.
-===Contacts===
+==Contact===
+Against each Organization you can record multiple contact's and their job's within the organization.  Each contact in Customer Manager has the following capabilities
 * '''Activity Stream''' - Collaborate, post and comment on the contact record
@@ Line 46: / Line 49: @@
 * '''Activities''' - Manage activities related to each contact
+==Plug-ins==
+===Service Manager===
+* View all requests which have been logged against the organisations
+* Manager Portal Access, including contact's rights to cancel requests and view requests which they have raised directly or those which have been raised by other contact's from the the same organization on the customer portal
-* Customers (Organisations)
+===Document Manager===
-* See all the customers I manage
-* See the split of my customers across industry sectors graphically
-* Associate [[Co-Workers|co-workers]] with customers
-* Manage contacts for customers
-* Manage [[My Activities |activities]] for customers
-* See current requests for customer (if you also have ''Service Manager'')
-* Attach files (documents etc.) to a customer organisation
-* Record notes against organisations
-* Have chronological view of updates for an organisation
-* Schedule calls with contacts
-* Send emails to contacts
-* Record notes against contacts
-==Plug-ins==
+* Search for and link documents to organizations
 [[Category:Customer Manager]]