CRM: Customer Request Management: Difference between revisions
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CRM: Customer Request Management [[ | '''CRM: Customer Request Management''' [[Ready-made Solutions | solution]] provides a turnkey solution for receiving and processing customer orders. It demonstrates one of the many ways you can organize your workflow and handle customer requests. | ||
The configuration allows you to: | The configuration allows you to: | ||
| Line 15: | Line 15: | ||
== First steps after installation == | == First steps after installation == | ||
*[[Add customer communication channels]] | *[[Integration with different communication channels | Add customer communication channels]] | ||
*Try Planfix's client communication features, as shown in the video | *Try Planfix's client communication features, as shown in the video | ||
*Simulate a test order by following the steps from inquiry to successful shipment and payment | *Simulate a test order by following the steps from inquiry to successful shipment and payment | ||
*[[Add employees who will work with orders | *[[CRM: Customer Request Management Solution - Adding employees | Add employees]] who will work with orders | ||
== Instructions for working with the | == Instructions for working with the solution == | ||
*[[Installing the | *[[Installing the CRM: Customer Request Management Solution | Installing the Solution]] | ||
*[[Instructions for Setting Up Your Company's | *[[Instructions for Setting CRM: Customer Request Management Solution | Instructions for Setting Up Your Company's Solution]] | ||
*[[Reports]] | *[[Reports for CRM: Customer Request Management | Reports]] | ||
*[[How | *[[How to restore the default settings for CRM: Customer Request Management | How to restore the default settings?]] | ||
== Additional Information == | == Additional Information == | ||
* | *[https://planfix.com/ready-made-solutions/crm-p160/#composition Package] | ||
== If the | == If the solution does not work for you == | ||
If the procedure described doesn't meet your needs, you have several options: | If the procedure described doesn't meet your needs, you have several options: | ||
*Install different | *Install different [[Ready-made Solutions]] from the list of available solutions in Planfix. | ||
*Customize your workflow using the various features and tools in Planfix. | *Customize your workflow using the various [[Feature Description | features and tools in Planfix]]. | ||
*Contact one of Planfix's partners, who can help you configure the system to meet your specific needs. | *[https://planfix.com/ourpartners/ Contact one of Planfix's partners], who can help you configure the system to meet your specific needs. | ||
== Go To == | == Go To == | ||
*[[ | *[[Ready-made Solutions]] | ||
*[[Account Management]] | |||
*[[Feature Description]] | |||
Latest revision as of 09:22, 30 June 2023
CRM: Customer Request Management solution provides a turnkey solution for receiving and processing customer orders. It demonstrates one of the many ways you can organize your workflow and handle customer requests.
The configuration allows you to:
- Engage in dialog with clients through various channels, including social networks, messengers, and email.
- Manage the order sales funnel created during communication or received through the website.
- Automatically manage a database of clients and their orders.
- Record both purchases and rejections, including reasons for refusal.
- View pre-made sales reports or customize your own reports to suit your needs.
First steps after installation
- Add customer communication channels
- Try Planfix's client communication features, as shown in the video
- Simulate a test order by following the steps from inquiry to successful shipment and payment
- Add employees who will work with orders
Instructions for working with the solution
- Installing the Solution
- Instructions for Setting Up Your Company's Solution
- Reports
- How to restore the default settings?
Additional Information
If the solution does not work for you
If the procedure described doesn't meet your needs, you have several options:
- Install different Ready-made Solutions from the list of available solutions in Planfix.
- Customize your workflow using the various features and tools in Planfix.
- Contact one of Planfix's partners, who can help you configure the system to meet your specific needs.