Flexible workflow configuration and task management
Customer Relations
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Customer data platform (CDP) with comprehensive customer profiles and images
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Extensive demographic and psychographic status profiling and market segmentation
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Limitless, user defined status links for client segmentation and contact management
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Client identification using RFID, QR and barcode cards with card design and printing
Communications
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Integrated e-mails, SMSs, faxes and soft phone dialling with communication history
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Electronic document management and e-filing with security lock, fast search and retrieval
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Fast bulk MarCom blasts distributed via e-mail, SMS, fax and postal services
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Customer communication tracking by staff profile, integrated to staff tasks and activities
Workflow Configuration
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Rule based management framework for the creation of unlimited workflow processes
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Management desks with unlimited, user configurable activities, tasks and actions
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Seamless integration to master calendar and different categories of diaries
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Unlimited user defined workflow stages displayed on each management desk
Visual Pipelines
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User configurable case boxes with contact detail and colour coded contact alerts
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Colour coded activities and business cycle progress displayed in each case box
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Case boxes auto positioned by rule based stage control rules and manual drag ‘n drop
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Fast switching between management desk display and activities list display
Task Management
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Fast activity, task, action and contact management execution from the management desk
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System and user configurable tasks linked to priority settings, deadlines and alarms
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Staff task scheduling with client links, progress tracking and pop-up reminders
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Task management view grid with task filters and user configurable reports
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Task alarm with pop-up reminders across LANs and WANs
Help Desk
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Service tickets integrated to CDP, CRM system and customer’s web page
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Fast service ticket creation on the fly, from the web page help button or from mobile devices
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Job progress tracking with fast SMS, e-mail or telephone call feedback to client
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Stock item expensing to service ticket with seamless integration to stock control system
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Invoice directly from service ticket or from fast invoice or cash sale processing system
Templates
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Pre-configured workflow templates for sales management, KYC (FICA) and debt collection
Interfaces
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Client data import facilities, API for Cloud and mobile device data exchange, direct interfaces to financial institutions and middleware interfaces to more than 600 client services devices
CiMSO WORKflow
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Identify Software Suite
Comprehensive CRM software with powerful client identification capability includes the following products:
→ CLIENTmanager
→ CLUBmanager
→ WORKflow
→ HELPdesk
