Customer Services (“CRM » Sales » Services”) is used to organize customer requests and look-up ongoing-communications between the sales team and potential customers. The section consists of:
The system can be setup to store a variety of conversations. This includes: incoming and out-going emails, order information, shipping information and calls. Some can be manually created by the User Manager application. Communications can have the following information:
- Recipient & Sender information
- Contact Type (Email, letter or similar)
- Internal note
The screen allows the user to lookup and modify communications.
Requests are forms of communication, in which the sender asks for a specific answer in return. The following cases are available:
- Request for bug-fix
- Request for catalog
- Request for feature
- Request for information
- Request for Proposal
- Request for Quote
- Request for Support
- Request for purchase quote
All requests can be assigned to specific parties, product stores and sales channels and can be prioritized according to importance. Requests further feature a status and a request date, as well as a response date, which can be set to determine a specific date in which the request must be answered before becoming obsolete.