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CRM 1.0
WebUpdate
The power of managing customers as easy as 123
FEATURES

WebUpdate CRM is designed using the most common business logic on how to fulfill incoming requests whether they are service requests or eCommerce sales.


Entirely Web-Based
WebUpdate CRM is entirely web-based. No software to install on the desktop. You can access it from anywhere as long as you have Internet access

Custom Interface
The public-facing side of WebUpdate CRM fits the look and feel of your existing web site. Not the other way around.

User Management
You can define unlimited numbers of users which belong to one of two groups: Regular Users or Managers. Managers are super users and have access to all the features of the software including reports.

Standard Responses
Allows you the capability to upload and edit standard responses that staff can use when responding to service inquiries from the site.

Workflow
Service requests get delivered and assigned to staff according to their role in the company. For example, warranty requests get delivered to the warranty department, literature requests get delivered to marketing, sales orders get delivered to sales fulfillment, etc.

Load Balancing
If more than one people are assigned to handle a type of request, the software balances the distribution of requests according to how many pending requests are in each person's queue.

Manager Review
Manager users can review and approve each service response coming from any staff and edit and approve, or decline and return to the staff member that created the response

Customer History
Each customer is identified by their e-mail address, and the software shows the customers history with details about each of their service requests.

Master View
Manager users can switch their screen to view the queue of any user in the system. This allows managers to easily assist regular users with fulfillment of requests.

Request Reassignment
Manager users may reassign a service request to any user in the system.

User Queue Status
Users can be easily turned on and off from the active Queue status. This way, if a user is out of the office for extended periods of time he/she will not be receiving any service requests.

Full Reporting
A set of complete reports gives manager users the capability to get a status of completed requests, requests in the queue, staff overview, and staff performance. Reports can be also customized to fit your information needs.






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