Orders, approvals and reports come from one record.
Every approval has a status everyone can see.
Every approval goes by e-mail to three people, and nobody knows where it stands.
Before
- Call
The customer data sits neatly in the CRM, yet everything with customers still runs by phone and e-mail.
- E-mail
Approvals go by e-mail to several people, and until everyone has replied, nobody knows where they stand.
- Excel list
At the end of the month someone puts the report together by hand.
What we did
The application accesses the existing CRM directly, without a system in between: customers report faults and see their orders in the portal, while the back office works on the same data.
- Before
- The application sits right on the CRM.Team applications
- Customers report faults in the app.Portal
- Approvals and the monthly report run by themselves.Automation and AI
- TodayEvery approval has a status everyone can see.
How it runs now
- Your teamThe back office sees contract, response time, history and technician schedule on one page and approves.Team applications
- self-serviceCustomers report faults, submit changes and see orders and documents in the portal or in the app.Portal
- automaticCustomer file and device history are added, approvals go to the right people, the monthly report is created from the record.Automation and AI
- outboundConfirmation and appointment go to the customer by e-mail or push.Website and channels
