Customer Management
Clear Enterprise supports full customer management including loyalty programs, demographic information, access controls for web-enabled self service and a full history of all transactions
Satisfy more customers in less time
Clear Enterprise helps you reach out to customers at the right moment and close more deals the smart way
Customer Management
Comprehensive customer management tools including loyalty programs, demographic information, internet access controls for web-enabled self service and a full history on transactions and customer activity
Comprehensive Information
Information or files related to the customer can be attached by links to customer documents or web pages. Extensive notes and alerts can be attached to any customer to prompt the sales rep, or customer services rep with important information requiring attention
Territory Management
Segment and organize your customers and sales teams across different territories. Allocate reps to customers and locations to maximise revenues and exceed sales forecasts
Track Quotes & Orders
Keep customers informed through every step of a sale. Exception reporting keeps your team advised during the fulfillment process. Track activities and sales inititatives plus keep a history so everyone is kept in the loop
Campaign Management
Manage customer projects and marketing campaign tasks with ease plus track costs and sales revenue generated by specific activities. Set budgets, assign ownerships to tasks, and measure the success of campaigns
Security and Tracking
Monitor their sales team’s activities with audit logs so you can track who did what and when. Extensive security permissions determine who can access what types of customer data
Contact Management
As well as comprehensive recording of customer details, contact management encompasses five main functions
Contact Management
Provides regular contact cycles and last-contact dates. Assignment of activities to staff via e-mail. Escalation and prioritisation along with complete history, follow-ups, contact notification and response along with status reporting
Time Management
Time management includes staff activity lists based on tasks eventuating logged in the call management system, backed up with event logging and escalation processes
Knowledge Base
Knowledge management allows call system responses to be indexed and added to a searchable Knowledge Base for on-going help-desk or internal support requirements
Document Management
Document management enables calls system activites to be linked for storing all associated information in one place related to the customer
Billing Management
Billing management allows call system activities to be integrated to the billing system. For example when placing a customer order in response to a call for products and billable time. Customer service agreements can also be maintained, with regular billing cycles and links to system generated contact cycles
“Clear Enterprise brings all your prospect and customer data together in one location. From CRM to document management, it’s all there at your fingertips”