CRM: Customer Request Management: Difference between revisions
From Planfix
| Line 18: | Line 18: | ||
*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 | ||
*[[CRM: Customer Request Management | *[[CRM: Customer Request Management Solution - Adding employees | Add employees]] who will work with orders | ||
== Instructions for working with the solution == | == Instructions for working with the solution == | ||
*[[Installing the CRM: Customer Request Management Solution | Installing the Solution]] | *[[Installing the CRM: Customer Request Management Solution | Installing the Solution]] | ||
Revision as of 20:03, 13 April 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 can I restore the default settings?
Additional Information
- Configuration content
If the solution does not work
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.