Project Management Customer Satisfaction and Complaints Management in CRM
A unique feature of Claromentis CRM is the ability, if required, to use Business Information Manager to allow other users or teams of users to manage and respond to any form based data in the opportunity.
For example this can be a customer complaint, a demonstration engagement or any kind of information that needs to be actioned with the opportunity or customer. This data can be escalated and made available through a workflow, so that various new and different sets of data are available to each new group of users.
Each Claromentis CRM project can have a BIM project within it if required, so that the correct people from within the CRM system can raise a request, receive notifications and allow the porting facilities in BIM to take over and provide appropriate information to the relevant customer satisfaction team.
Users reporting requests within BIM have their own availability to have views on progress, as needed by the business.
This provides unique, bespoke functionality for complex sales and account management by disparate teams of staff within the account, business line or territory.
