Maintaining contact and responding to customer requests quickly and efficiently are the issues in today’s customer service environment. Ensuring that the customer always receives a response, is both time consuming and difficult to achieve.

CRM Sales Manager enables you to automate the processes that maintains and controls customer contact. Triggers allow tasks to be created depending on events that occur within the PRIAM ERP system. These are called triggering events.

Examples of triggering events are the creation of a customer name and address record or the raising of a sales order.

A triggering event can initiate an action or series of actions. This could be a follow up call to a customer or a letter / email in response to a customer enquiry.

Actions are allocated as tasks to customer service agents or used to create (pre-defined) letters and emails. Tasks can be chained so that the telephone call can be followed by a letter or email.

Triggers can be applied to any transactional event within the PRIAM ERP system and can have many different uses. For example a trigger could be associated with a stock level falling below a pre-determined minimum level and actioning an email to be sent to an account manager or supplier.

Without a doubt this facility will be of enormous benefit to companies wishing to automate and control their business processes, particularly in a customer service environment.