Business transactions simply depicted
In the customer center, your employees process various processes every day. When creating new customers, numerous entries are made about the person, the products and the contract. Documents are generated and tasks are forwarded internally. The employee must know numerous steps and processes. But every customer and every request is different. Here, previously configured input masks can assist with editing. The program guides you through the processes quickly and efficiently.
Input masks in varioCRM
dimari has also adapted its software accordingly to make the work of the customer center easier on the one hand and to make the workflow even more efficient on the other. The so-called “wizard functionality” has been available since varioCRM version 4.8.3. It is a license feature that requires additional configuration. dimari offers a service for creating input masks. Customers can also book configuration training.
Guidelines are also shown
The wizards can be used in a variety of ways depending on the business transactions. This will help you create new customers, process product changes, requests for moves, implement porting orders and much more. Each case requires a different approach, but the input masks make your employees' work much easier. The setup can also take place at different levels. For example, a mask also serves as a guide for customer conversations. This allows companies to cleverly place and offer additional products.
We would be happy to make you an offer for the individually configurable input masks or train you in creating wizards.Wizard examples:
- New customer wizard with attachment, bank details, phone number assignment and order form
- Acceptance of contract
- Moving with porting order
- Create a ticket and set a technician appointment
- Document generation