Improve Customer Service! Offer customers the ability to report problems
and track resolutions via the web!
Save Money! Eliminate the hassles of repeated voicemail and faxes between
office, sales reps, and customers!
Communicate Clearly! Instantly inform sales reps and staff, and know if
they have seen the information!
Update Quickly! One-time entry makes data available to all sales
professionals, office staff, and management!
Manage Better! Know who and what sales reps are pitching, and track the
progress of the selling cycle!
What Is A Client Care Center?
The Client Care Center is a hosted web-based interactive Client Relationship
Management (CRM) and Sales Force Management (SFM) tool. The Client Care Center
greases the wheels of communication between customer, sales rep, and central
office staff.
The Client Care Center is a step beyond traditional CRM tools. Rather than
simply recording client contacts with the office, it encourages a customer to
directly interact with the customer service staff and the sales rep. The Client
Care Center allows the customer service staff to respond more quickly to
requests and challenges, while keeping the sales rep and the customer instantly
and accurately informed.
The Client Care Center is also a step beyond traditional SFM tools. Rather than
just recording contacts the sales rep makes with prospects, it encourages the
sales rep to directly interact with management. The Client Care Center lets a
sales manager keep a finger on the pulse of sales activity. It allows instant
access to as much detail as desired about a sales rep’s activities, or even an
individual sale. The Client Care Center also allows the manager to spot problems
and intervene to produce swift resolutions.
Would A Client Care Center Fit My Business
Procedures?
Absolutely! The base Client Care Center is designed to meet most business needs,
but almost every business has a few unique processes. FutureTech can easily
customize the Client Care Center to give you 100% of the features you need. Why
settle for anything less from other software solutions? Customizations are done
for an affordable one-time flat fee that is determined after discussing your
needs.
As your business procedures change over time, FutureTech updates the Client Care
Center to change with you. Small changes, such as an additional screen field or
a different look for a report, are included in the monthly maintenance fee
(charged per user; see chart). If you should discover you need to add a new
report or include another business process, FutureTech will build it for a
one-time flat fee.
Base Feature List
Complete and detailed user login security and menu access rights
Enter Clients and Prospects, including address and multiple contacts,
phone numbers, and emails
Enter Events, including due date/time, free-form description, and
priority
Track different types of events: Phone Call, Task, Meeting, Fax, Email
Assign Event to another User
Enter Follow-Ups on Events (Follow-Ups can be entered by anyone,
including Customers)
Enter Sticky Notes on Client, Event, or Follow-Up
Enter Messages for any User
View/Print Schedule, which is generated automatically from the Event
List Users Per User
View/Print Event List by date, client, etc.
View Rolodex; enter private or public contacts
Link corporate website Contact Us form to Client Care Center
Integration with MS Office (import/export features)
