SharePoint Customer Service Management  for Customer Support

Service oriented CRM to manage and track Account and Case activities throughout the Customer Lifecycle

CCS Customer Service for Microsoft SharePoint provides the powerful account, contact and ticket management that your organization requires to optimize call center/support activities. Our SharePoint customer service templates provide the following robust attributes:

Key Features

• Track Accounts, Contacts, Opportunities, Leads, Requests, Documents, Activities, Tickets and more
  
• Capture Leads from email, web forms, and phone, or upload from Excel or CSV files
• Qualify Leads and convert to Opportunities
• Customers can create support tickets by email and Web
• Service requests can be created from email, Web forms, phone and SharePoint
• Dashboards show all important information and activity in a single screen with graphs and charts
  
• Integrates with Microsoft Outlook and Office
• Populate with Outlook Contacts, Calendars and Tasks
• Generate filtered lists of Accounts and Contacts for email campaigns
• Automatically route requests to department for assignment
  
• Fully compatible with SmartPhones and mobile devices - iPhone, iPad, Android, Blackberry, etc
• Provides Knowledge Base, cost tracking and extensive reporting features
  
• Flexible and customizable to support your processes and needs
• Easy to use, deploy, with low cost of ownership

Give your customer service team a collaborative solution to power new service levels and team productivity. Track, manage, and effectively resolve customer service issues and requests, generating much greater customer satisfaction.

Add-in Optional Modules

Equipment Tracking - Manage and track equipment deployed to Accounts. From the Account view, you can see all equipment deployed, service tickets, and links to service contracts. Get a picture of where your equipment is deployed, what equipment is not in service and service history. With our SharePoint customer service ticket tracking, you can see what service time has been spent by account and equipment.

Mobile Option - Provide your team with on the road access to Accounts, Opportunities, customer service cases and more.  Your field support personnel can review, open, edit and close tickets from any Smartphone. No Smartphone client software to install, works for any Smartphone including iPhone, Android, and Blackberrys. Also works for iPad and other mobile devices. Great if your team is out of the office or across campus.

Many Benefits

• Improve customer service immediately and cost effectively
  
• Share sales and customer information across all team members
• Raise staff productivity, accountability and effectiveness
• Gain visibility at the Account, Contact, Opportunity and Product/Service level
• Assign and route customer issues to the right service group
• Keep all team members (Sales, Service and Support) up to date on account activities

Apply To

• Consulting Services: Combine Account Management, Customer Service and Projects to manage client-related activites, projects and costs.
  
• Equipment Related Businesses: Combine Account Management, Customer Service, and Equipment Management to track placement, service, and issues at customer locations
  
• Consumer Products: Customer Service, integrate your choice of IVR, Customer facing website to provide full call center services
  
• Financial Services: Combine Account Management and Customer Service to provide top rated services for Private Client services, Insurance services, and Financial Planning 
• Retail/eCommerce Services: Combine Customer Service with Retail Inventory template to take orders, service customers and track product inventory and availabilty
  
• Many Others: Give us a call, we can create a custom combination of applications for you!