Sage CRM Customer Care

Sage CRM gives customer service staff the tools to develop real, lasting and  beneficial relationships with customers. There is no better example of a department where the right technology and approach can transform a cost to the business into a potential profit center than in customer service. It is with this in mind that Sage CRM was built to deliver the functionality, the cost of ownership and the ease of use to the middle market so that service excellence can be at the heart of everything.

Sage Customer Care

Case Management

  • Capture and track every interaction with every customer regardless of
    customer touch point or channel of communication.
  • Maintain a complete case history with instant access to all previous issues
    and customer interactions.


Activities and Communications 

  • Assign, schedule and track phone calls and meetings and view records of
    previous meetings.
  • Send emails (plaint text or HTML) and attachments and record communication
    for future reference.
  • Attach documents - white papers, quotes and literature from the document
    library.


Reporting

  • View and measure call turn around time and understand what is taking longer
    to resolve and why.
  • View issues by category, outstanding and unresolved issues.
  • Pull graphical reports for weekly, monthly and quarterly management
    meetings.


Knowledge Management

  • Share customer information internally or externally to allow customers and
    partners to resolve their own issues.
  • Build a library of solutions to common customer issues to help the customer
    service team resolve issues faster.


Ticket Tracking

  • Never lose an issue/service request in the organisation through tracking and
    recording of all requests through all stages of response.
  • All issues are date stamped at time of resolution or escalation for internal
    management and for external auditing of service success rates.
  • The representative working on the ticket is always visible as are any later
    representatives or managers as the request is moved through the organisation
    ensuring the ownership and accountability over requests as they progress.


Customer Self-Service Portal

  • Provide your customers with web access to their own 'customer portals' which
    they can access at their convenience 24x7.
  • Empower customers to log queries, make service requests, view the status of
    existing or past requests.
  • Customise your self-service portal to match the look and feel of your
    corporate identity, ensuring your corporate brand is kept consistent through all
    customer touch points.


Escalation and Notification

  • Set up rules to automatically escalate cases if not closed within certain
    time period.
  • Receive notifications automatically when cases are not resolved within a
    certain amount of time.
  • Receive notification instantly through email, web browser, phone
    etc.

For more information or to book a demonstration, please call us on 0845 251 8080, or email us at info@pythagoras.co.uk.


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More Information

Sage 200 Customers
Sage Partner
Sage Customer Development Centre