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Customer
Activity Management System |
Customer Activity Management System (C-AMS)
provides a single interface to automate all aspects of Sales/Service calls
starting from initiation to fulfillment
Activity Initiation
- A service or a sales call is initiated by adding a new customer or by choosing
from the list of existing Customers
- Create or edit logs, manage progress of leads and communicate with customers
through a single interface that can be accessed from anywhere and helps maintain
Customer satisfaction
- The Managers can get an overall view of the Customer Requirement fulfillment
process and adjust priorities effortlessly
- Our Clients can add a link to their own website easily.
User Interaction and other features
- All users are provided with different User Id based on their Email address
- Different users can be given access to their own Sales/Service log
- Users are presented with a user-friendly form which allows them to enter call
details quickly
- Multiple comments can be added to each log
- A separate administrator account is provided that can be used to manage
inconsistencies in log entries effectively
- Each log can be re-assigned to a different department or to a different User for
further work and record progress and hence the entire work flow can be traced
very easily
- Estimate and Actual hours or Amount to complete can be tracked from the
beginning to the end
- Approval, Rework and Close Out of each log can be performed depending on
the underlying conditions and the satisfactory completion of processes
- Advanced Search function gives the User ability to filter entries by customer,
status, date and other relevant information.
Admin features
- Client can customize locations, departments, categories and other variables for
their own needs
- Log Status can be defined based on Business requirements of each Client
- Additional Users can be added easily and can be de-activated if needed
- User Privileges can be given to the user for Admin purposes
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