All the right information at your fingertips
All a customer’s information is contained within a single account view.
- Contact details: Personal details, contact type and level, authentication profile and document delivery preferences
- Marketing: Communication preferences and profile data for marketing campaigns and promotions
- Multiple Addresses: Secondary address information for customers with multiple offices or delivery locations
- Partners: Relationships set up with other customers on the system such as resellers or wholesalers
- Debtors Account: Financial transactions and related documents, arrears profiles and payment methods and plans
- Service Accounts: Product, service and rate details represented by contracts purchased by the customer
- Communication history: Supporting outgoing emails, faxes and SMS messages you will always know what was said to a customer and when
Improve customer service
- Smart view: When you open a customer’s account, all items in progress or areas with recent activity are highlighted – making it even easier to see what changes have most recently occurred.
- Automatically link business and individual contacts to give you the context you need
- Reduce query call times and increase agent productivity by being ‘in the know’ while on a call with all a customer’s information in a single view