Customer Service- Where your customers come for answers!
Is there a more important place to apply the power of automation and CRM? The Customer Service Machine (CSM) is a simple yet effective package that increases productivity in customer service by making it easy to take action, communicate and document issues.

The taskbar at left is the actual control center that your CSRs use to click and get things done!

The Activity List
A single to do list that lets CSRs manage their day and prioritize tasks and call backs.

Take a Phone Message
The end of the pink "while you were out" slip! CSR clicks and documents call. When you call in anyone on the system can check your activity list and deliver your messages.

Document a Customer Service Issue
Do you know where every customer issue and request stands? You will with CSM. CSR clicks and documents issue. Assigns issue to be resolved by appropriate person. That person is notified of new issue with alarm or e-mail. Open issues also appears on users calendar and activity list. Completed issues becomes part of the customer history. 

 Call Logging
One Click logging of important calls. comments become part of customer history. CSR is prompted to schedule a follow up call or message for sales rep (if needed).

Link a File -Eliminate Paper!
Attach any file to the customer record for easy access later. Attached documents area available to anyone on the system. Linked documents sync out to remote users.

Document Collection Calls
How many times has the check been in the mail? With our credit call button you will have a complete history of all credit calls while scheduling a follow up call at the same time.  

Get a handle on Sample and Literature Requests
Every wonder what happened to all those samples? How many turned into sales?

Click to request samples or literature. Automatically schedule for sample department by calendar or e-mail. All requests are documented in history. Automatic follow up call can be scheduled for sales rep.  Includes reports for Lit and Samples requested and sent by customer

Powerful Reports Pinpoint Problems Quickly
CSM puts you in control with the following reports:

• Open issues by user

• Open issues by type

• Closed issues by user by date range

• Closed issues by type by date range

• Open sample requests

• Closed sample request by date and customer

• Open literature requests by customer

• Closed literature request by date and customer

E-mail Templates Make Follow-up Easy
Send a personalized e-mail to confirm actions with a single click. CSM includes a starter pack of e-mail follow up templates including.