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Customer management - Order detail data, customer service notes, order updates, future actions by date, order changes, cancellations, more. All email sent to a customer including order confirmation, status updates and shipping notices are listed with each order.
Customer history - See all orders placed by a customer even if they came in through different storefronts.
Order work flow - Send documents and assign requests for actions back and forth to different departments and the customer with full tracking and documentation on the order.
Work queues - Action items are assigned to personal or group queues so no action or issue ever falls through the cracks. Full notes section for every item, customer and order keeps complete documentation of actions needed and taken.
Sales force automation and lead management - take lead data from either website forms or incoming email and bring the data directly into the lead management work flow queues by sales representative, department or group. Never lose another lead.
Dashboard controls - An administrative dashboard facilitates management and supervision of the customer service and sales reps. The management dashboard allows managers to monitor how many action items are being worked by a customer service or sales rep as well as numbers of past due actions, today's actions, and future actions. Managers can use this data to balance the work load and see where customer service reps are falling behind to offer training.
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