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Achiever CRM Customer Services & Account Management

Achiever Solutions help you effectively manage your customer base to help increase customer satisfaction and improve customer retention rates.

Achiever Customer Services & Account Management functionality can help your business:

Maximise sales opportunities with your existing customer base
Increase customer satisfaction

Indentify cross- and up-sell opportunities

Improve customer services
Improve communication internal and external with increased visibility of information

Customer Service & Account Management Functionality

Contact/Organisation Management

Visibility of contact/organisation and related information from one central location
Record additional profile information against each organisation, address and contact, such as competitor products purchased, literature requests, subscriptions and training courses attended
Rank prospects/customers and create filters on priority/hot prospects/customers
Ability to send direct mailings and email shots to existing customers as part of a base campaign and record results and enquiries
Ability to view help desk and issues information
Integrate with your finance system to view accounts information, such as balance, credit limit and on-stop information
Ability to send and record feedback/satisfaction questionnaires against each contact
Allocate each organisation, site and contact to a customer services/account manager (representative)

Activity & Time Management

Record and view all activity including results with customers and prospects and link to the customer record
Achiever's diary is integrated with Microsoft Outlook Calendar and Novell Groupwise Calendar for a complete enterprise-ide view
Send individual correspondence (using corporate standard templates) and email and link to the contact record
Create appointments and add any additional attendees (internal and external) and notes
Utilise Achiever Workflow to automate creation of follow up actions based on result of previous actions
Integration with telephony system for quick and accurate dialing
Send notifications and alerts to selected users based on specific criteria, for example, if an important issues has not been dealt with for a high ranking customer
Utilise Achiever Workflow to ensure all customers receive regular contact, for example, create calls for customers not contacted for over 3 months
Document stie visits and link documents to customer file for future reference
Record expenses and mileage against each visit

Reporting and Analysis

Generate contact and organisation profile reports including help desk issues and training needs
Produce site visit reports for completion at customer site
Generate graphical reports that analyse results from customer satisfaction questionnaires to identify new business opportunities and address weaknesses
Create activity analysis reports and expenses reports

Remote User Access

Browser access to selected information based on security profile

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More Information

Contact Us to find out how your customer services and account management team could benefit from Achiever. 

Call us on 0870 241 1756 for more information and find out about our customer testimonials.

 
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