CRM
Temsilciler teklif verecekleri tüketicilerin tarife, gerilim, belediye, tüketim dağılımı ve benzeri bilgileri girerek, merkez tarafından belirlenen indirim aralığında tahmini primlerini de görerek tekliflerini oluştururlar.
Temsilcilerin;
- Aynı firmalarla görüşmesi engellenerek oluşabilecek çakışmalar önlenir.
- Geçmişte yapılmış görüşmeler veya görüşülecek firma bilgileri kaydedilir.
- Uzun vadeli görüşme planları yapılarak potansiyel müşterin takibi yapılır.
Müşteri ve sayaç bilgileri temsilci tarafından girilerek merkezdeki iş yükü azaltılır, gereksiz evrak transferi ve zaman kaybı önlenmiş olur.
Müşteriler sisteme kendi kullanıcı adı ve şifreleri ile, gerek yeni, gerek eski faturalarına, ödemelerine, borç?alacak durumlarına ve sözleşeme bilgilerine ulaşabilirler.
Sitemde
- Temsilci ve müşterinin kullanabilecekleri rapor ve fonksiyonlar yönetim tarafından belirlenen kurallara göre kısıtlanır.
- Sisteme giriş yapan müşteri ve temsilcilerin tarih ve IP gibi bilgilerinin kaydı tutulur.
Herhangi bir kurulum gerektirmeksizin, platform bağımsız sisteme erişim sayesinde, masaüstü bilgisayarlardan akıllı cep telefonlarına kadar esnek ortamlarda çalışır.
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