CRM marketing
Description of the functionet_pb_text: content
Pre-sale service
- Registration of potential customers’ calls to the helpline
- Records of sending information materials
- Allocation of contacts with clients to merchants
- Control of the potential customer satisfaction after meeting with a salesperson
- Reminding about future contacts
- Assessment of the effectiveness of the salespersons
- Reporting of the sales visits for managers
- Issuing a note in the database after each contact with the client
- Associating existing contacts with a new client after the conclusion of the contract
Marketing: customer service
- Object console as an operational and financial information center
- Access from the object console to (depending on the permissions):
- list of contracts for the objects
- scans of contracts
- service requests
- maps with the location of the object
- contact lists and arrangements with the client (notes)
- service work performed on the site
- condition of the facility’s equipment
- scheduled visits by service technicians / installers
- maintenance information
- the customer’s payment status and issued invoices
- work completion protocols
contacts of debt collection with the client - scanned incoming and outgoing correspondence
- stocking and graphics of physical protection agents
- physical protection reports
- list of visits by security managers on facilities
- signals received from the object
- history of alarm event handling
- graphic designers of escort services “collection”
- recorded conversations with the client during event handling
(it is also possible to record and listen to other conversations)