Alliant CRM
An integrated CRM module to anticipate, track and resolve customer service issues!
Create, track, edit and close service tickets manually to create a complete service history - by customer. Or, automatically have the system create, assign and notify users about events that occur in the system, such as a reminding you that a customer's service agreement is expiring soon or their credit card is about to expire.
Alliant CRM - a proactive approach to CRM!
A Full-Featured Customer Service Module
Create, edit and view service tickets for your customers right in the system you are already using every day!
- Create new service tickets quickly
- Select from existing customer contacts or create new contacts on the fly
- View recent service tickets directly from the customer screen
- Personalized dashboards for each user or role in the company
- Use service ticket templates to create tickets for common or recurring service issues with a single click
Automated Email Notifications and Escalation
Update key staff automatically as tickets are created, edited and/or closed
- Notify individual users based on the customer, route or type of service issue
- Notify one or multiple users
- Use standard email templates or create your own
- Set up escalation rules to remind users, or reassign the ticket, if not resolved in a certain time frame
System Events - A Proactive Approach to CRM!
Customer service issues are a part of doing business. Alliant CRM can help you get in front of problems quicker to keep small problems from becoming big ones.
- Let the system create, prioritize, assign and notify users when certain 'events' occur in the system
- Examples include:
- A customer just stopped service on an item
- A customer's contract renewal date is coming in 90 days
- A customer is going to get billed for damage on their upcoming invoice
- A stockroom order is going to be late for the customer
- The customer just went from current to carrying an over-30 balance
- ...and many more!
