Help Desk Software - Euphoria CRM - Cloud Based Solution
Major Functionalities:
Ticket Creation: Users can submit issues via email, phone, chat, or web forms.
Ticket Assignment: Automatically or manually assigns tickets to the appropriate agents.
Prioritization: Categorizes tickets by urgency, importance, and impact.
Ticket Tracking: Allows users and agents to track the status, history, and communication of tickets.
Quotation Management Software: Euphoria CRM allows generating multiple quotes for any particular lead. Quotes can be exported in PDF and shared with customers.
Customer Data Management: A tool to manage customer data and view their effective usage patterns.
Order Management: A tool to enter orders for customers and manage order status and payment receipt.
AMC/Contract Management: Provides tools to manage annual maintenance contracts and ensure timely renewal.
Support Team Management and Tracking: Effective management of support staff.
Task Management and Reminders: Teams can schedule work and receive reminders to complete tasks.
Detailed Functionalities:
Ticket Generation
Issues/Complaint entry via web form or phone or any required medium.
Ticket Assignment
Tickets are assigned to suitable support person.
Task Management & Reminder
Provide reminders for upcoming tasks and tasks to be done today.
Send Quotation
Generate and send quotations for support issuea via email and SMS.
Customer Management
Record customer data and profiles based on geo-location and business segments, helping to run marketing campaigns.
Product and Services Management
Provide products and services that can be availed by customers and that the sales team should focus on selling.
Manage Support Team
View support team progress. Add and delete resources. Log and maintain work/task reports.
Product Integration
Helpdesk integrates with whatsapp and sms for status update to customer and support staff.
Why CRM?
For any business, "Customer is King." Any successful business will fulfill customer needs and wants to their delight. The business will have complete information about the customer behavior.
CRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention. Since customer loyalty and revenue are both qualities that affect a company's revenue, CRM is a management strategy that results in increased profits for a business.
At its core, a CRM tool creates a simple user interface for a collection of data that helps businesses recognize and communicate with customers in a scalable way.
Maintaining a CRM tool is the basis for a scalable sales and marketing system. Any company will benefit from maintaining a record of which conversations, purchases, and marketing materials can be associated with leads and customers.
A CRM tool helps in profiling customer attributes and purchase habits. If you are a starter, here are a few questions to ponder:
- Do you have customer data?
- Is customer data profiled?
- Can you view all purchase records in one go for a particular customer?
- How do you handle your repeat customer?
A CRM tool also assists in managing new customer leads and assists in sales funnel management (SPANCO).