Tag Archives: Activities

Tool to manage Customer Care activities for Financial Service Providers

Posted on August 23, 2010 by

Support Module

1. Users / Vendors / Clients could register their complaints /enquiry online and they would be automatically checked if registered or not.

2. Ability to add calls, its date,remarks, person handling, department & shifting of departments

3. Update and Close tickets

4. White labeled Support Module

5. Auto close of tickets & login for clients as well as email of ticket and its update

6. Ability to make internal notes on action taken on those tickets

7. Ability to search for tickets

8. Ability to allocate task to internal users and set deadline for the same.

This is a preview of Tool to manage Customer Care activities for Financial Service Providers. Read the full post (563 words, estimated 2:15 mins reading time)
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We synchronize Marketing, Sales and Customer Care Activities for Financial services firm, that help your Business Grow

Posted on August 18, 2010 by

A. Lead Management Module:

1. Ability to import clients and leads from excel into the system (we shall need a sample format)

2. With Lead Management Module you can try and convert your every lead into customer. The Module is used to manage all the sales leads online.

3. You can send automated reminders to your leads. You can send SMS as well as customized & personalized email reminders.

4. You can keep track of your each and every sales leads online.

5. Lead Management Module is the best way to pull your leads without making call or following up personally.

This is a preview of We synchronize Marketing, Sales and Customer Care Activities for Financial services firm, that help your Business Grow. Read the full post (1127 words, estimated 4:30 mins reading time)
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