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Excerpt
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Understand the usage of Communications within CRM.COM

What does this section cover?

Table of Contents
minLevel2

What are Communications?

Communications are used to log any interaction between your customers and your company. Communications can be incoming or outgoing and can support multiple communication media such as emailsEmails, SMS, phone calls, letters et ceteraetc.

Communications Glossary

TermDescription
Communication

Communication refers to any interaction with a physical person or company through the CRM.COM software.

Communication tagsCommunication tags can be used to generate the subject or the content of a communication based on data kept on the related contact information or referred business entities.

Communications Key Processes and Concepts

Processes / ConceptDescription
Communication Queue Usage and Communication Queue External Systems
  • Communication Queue and Communication Queue External Systems are used to process any communications that need to reach the customers in some way. i.e. via email Email or smsSMS.
     
  • Communication Queue: Communications may have various forms; Face to Face, smsSMS, emailEmail, phone, letter etc. If a communication is an email Email or an smsSMS, then it will be added in the communication queue once created.
    Any communications in the queue will then be further processed, either by CRM.COM (if its it is an email Email or an smsSMS) or by an external system and only then , it will be considered completedas Completed, i.e. send the email an Email or the smsSMS. Other types of Communications , will never go in the queue.
     
  • Communication Queue External System: These are systems that are allowed to access and process information kept in the communication queue of CRM.COM
    If a communication is not going to be delivered to a customer via the SMS gateway or via email the Email provider defined in CRM.COM, it can be processed by an external system as long as the system is defined as a Communication Queue External System. Conditional Access system or a CRM.COM portal are examples of such systems.
SMS Gateway & and Email Provider Integration
  • As explained above communications , Communications may be sent directly via CRM.COM. This means that any communication that needs to be sent via email Email or sms SMS and that is not going to be processed by an external system , and is added in the queue it will be processed by CRM.COM. This is possible if the SMS Gateway integrated with which CRM.COM has integrated with is set up in the system. i.e., CM.
  • Email Provider settings also need to be set up in the system accordingly.
Communication Templates & , Communication Tags & Autocompleteand Auto-complete
  • CRM.COM allows you to easily create communication templates, i.e., ready-made text with tags that will be automatically replaced with the values of the related business entities. In this way the user can select from the available templates and quickly address the customer's requests for information, keeping a standard & and formal style. 
  • Tags may be used to create:
    • Communication Template email Email subject OR Communication subject (not using a template)
    • Communication Template emailEmail / sms SMS content OR Communication content (not using a template)
  • Communication Tags come with an autocomplete auto-complete feature, that by typing so as when you type the name of the entity the available tags will be are being made available for selection
  • Formatting: # entity #entity_name.field : i.e., #subscription.number
Communication Versus Notification Tags 

Communications Network Characteristics 

Network Characteristics define the level of access for each record. i.e. Whether , whether it will be available for selection, for viewing or , editing etc.

EntityNetwork Characteristics

Communications

Communication Queue External Systems
Communication Templates

 

Communications Related Modules

Interaction EntityHow
Contact Information
  • Communication belongs to Contact Information
Job
  • Referring to entity
Subscription
  • Referring to entity
Activity
  • Referring to entity
Service Request
  • Referring to entity
Lead
  • Referring to entity
Related Communication
  • Referring to entity
Notification
  • Referring to entity
  • Communications are created via Notification Runs
Account Accounts Receivable
  • Referring to entity
Bill
  • Referring to entity
Payment
  • Referring to entity
Payment Gateway Card
  • Referring to entity
Payment Gateway Request Number
  • Referring to entity
Reward Participant
  • Referring to entity
Reward Award Transaction
  • Referring to entity
Reward Spend Transaction
  • Referring to entity
Communication Queue
  • Communications are logged in communication Queues
Provisioning - CA Systems

 

Communications - Business Examples 

The following section provides business examples to help you understand how CRM.COM Communications module is used.

Notifying overdue subscribers

Panel
nameblue
titleProvide a title for the business example. (Keep simple and short)

Business Requirement

Company ZX would like to send an sms to overdue subscribers to urge payments before disconnection

CRM.COM Solution

  • Configuration

User Process

  • Create a Communication:
    • Contact: Select a contact with overdue subscription
    • Direction: Outgoing
    • Media: SMS
    • Template: Overdue Subscribers (optional)
    • To: Select contact's phone number
    • Content: Update or Enter message
    • Save

Example-CommunicationSMSAn SMS will be received on Contact's mobile phone



Note

More Information on Specific modules can be found at:

Communicating Subscription details using template

Panel
nameblue
titleCompany ZX would like to set up a communication template for New Subscribers

Business Requirements

Company ZX would like to send an email to every newly registered Subscriber, to welcome them as customers and to provide them with important information.

 

CRM.COM Solution

A template should be created as provided in the box below. Every time that a new Subscription is created the agent should

  • Go to the Subscription
  • Execute Action > Communicate Subscription
  • In the modal Communication window, the agent should select the "New Subscribers" template

 

Info
titleTemplate Text for New Subscribers
Dear #contact_information.name
 
We would like to welcome you and congratulate you for subscribing with us. Your subscription information is the following:
  • Subscription Number: #subscription.number
  • Subscription Type: #subscription.type
  • Subscribed Packages: #subscription.services
  • Hardware: #subscription.installed_items
For any further information, please do not hesitate to contact us at 000-0000-0000. One of our Call Centre agents, will be more than happy to assist you.
 
Regards
Company ZX Co.

Communication Templates using Communication Tags

Panel
nameblue
titleCommunication Templates using Communication Tags

Business Requirement

Company ZX would like to send Communication emails to its customers regarding their account balance, Job status, Subscriptions et cetera.

 

CRM.COM Solution

Create templates using communication tags.

Info
titleCommunicate Subscriptions
 
Dear #contact_information.name
We would like to welcome you in our company.
Your subscription #subscription.number is now activated for the following services:
#subscription.services
The following installed items are used:
#subscription.installed_items
Your subscription #subscription.number will be paid by account #accounts_receivable.number.
Your current account balance is #accounts_receivable.balance
 
Regards
Company ZX Co.
Info
titleCommunicate Jobs
Dear #contact_information.name
 

We would like to inform you that your Job related to #job.type, with number #job.number, has been successfully completed.

Thank you for requesting our services. Should you need further assistance please do not hesitate to call our Call Centre at any time.

 
Regards
Company ZX Co.
Info
titleCommunicate Activites
 
Dear #contact_information.name
 

We would like to inform you that your activity related to #activity.type, with number #activity.number, has been successfully completed.

Thank you for requesting our services. Should you need further assistance please do not hesitate to call our Call Centre at any time.

 
Regards
Company ZX Co.
Info
titleCommunicate Accounts Receivable
 
Dear #contact_information.name
 

We would like to inform you that your Account, #accounts_receivable.number, has #accounts_receivable.outstanding_amount Euro.

Please proceed as soon as possible, with settling your outstanding your amount as we will proceed with Disconnections coming Monday

Should you need more information please do not hesitate to call our Call Centre at any time.

 
Regards
Company ZX Co.
Info
titleCommunicate Bills
 
Dear #contact_information.name
 
We would like to inform you that your September bill with Bill No: #bill.number will need to be settled by the #bill.due_date
 
Regards
Company ZX Co.
Info
titleCommunicate Service Requests

Dear #contact_information.name

We would like to inform you that your Service Request related to #service_request.type, with number #service_request.number, has been successfully #service_request.status.

Thank you for requesting our services. Should you need further assistance please do not hesitate to call our Call Centre at any time.

Regards
AluxSat Co.

Info
titleCommunicate Rewards Participants

Dear #contact_information.name

We would like to inform you that your Rewards Membership, with number #rewards_participant.number, has been successfully created on #rewards_participant.sign_up_on by #rewards_participant.sign_up_by_unit.

Your Rewards Membership is connected with your Account #rewards_participant.accounts_receivable.number

You may start collecting awards and we hope you enjoy your rewards!

Should you need further assistance please do not hesitate to call our Call Centre at any time.


Regards
AluxSat Co.

Info
titleCommunicate Award Transactions

Dear #contact_information.name

We would like to inform you that your Rewards Membership, with number #award_reward_transaction.rewards_participant.number, has been successfully awarded from the offer #award_reward_transaction.offer on #award_reward_transaction.date

Your Rewards Award Transaction, with number #award_reward_transaction.number, awards your account with #award_reward_transaction.amount

We hope you enjoy your rewards!

Should you need further assistance please do not hesitate to call our Call Centre at any time.


Regards
AluxSat Co

Info
titleCommunicate Spend Transactions

Dear #contact_information.name

We would like to inform you successfully used #spend_reward_transaction.total_amount from your Rewards Membership, with number #spend_reward_transaction.rewards_participant.number .

Your rewards were spent following the spend request with number, #spend_reward_transaction.number, on #spend_reward_transaction.date from #spend_reward_transaction.unit

We hope you enjoy your rewards!

Should you need further assistance please do not hesitate to call our Call Centre at any time.


Regards
AluxSat Co

 

 

Info
titleCommunicate Payment Gateway Card Tags

Dear #contact_information.name

Please see below your registered Card details.

Related Card Account Number: #payment_gateway_card.accounts_receivable.number

Related Card Holder Name: #payment_gateway_card.card_holder_name

Related Card Last 4 digits: #payment_gateway_card.last_four_digits

Related Account Receivable Balance: #payment_gateway_card.accounts_receivable.balance

Please review and contact our Call Centre for any required corrections


Regards
AluxSat Co

 

 

Info
titleCommunicate Payment Gateway Request Tags

Dear #contact_information.name


Please see below the information you have requested with regards to your Account with number: #payment_gateway_request.accounts_receivable.number connected to Card registered to #payment_gateway_request.payment_gateway_card.card_holder_name

The balance of your accounts receivable is #payment_gateway_request.accounts_receivable.balance and the outstanding amount is #payment_gateway_request.accounts_receivable.outstanding_amount

Should you need further assistance please do not hesitate to call our Call Centre at any time.


Regards
AluxSat Co

Info
titleCommunicate Payment Tags

Dear #contact_information.name

We would like to inform you that your payment, with payment number: #payment.number for $#payment.amount has been successfully processed.

Your current balance is: #payment.accounts_receivable.balance and your outstanding amount is:#payment.accounts_receivable.outstanding_amount

Should you need further assistance or any clarifications please do not hesitate to call our Call Centre at any time.


Regards
AluxSat Co

Note

More Information on Communication Tags can be found at:

Communication Templates Using Notification Tags

Panel
nameblue
titleCommunication Templates using Notification Tags

Business Requirement

Company ZX would like to send Notification emails to its customers regarding their account balance, wallet balance, welcoming new subscribers et cetera.

 

CRM.COM Solution

Create templates using notification available tags.

Info
titleUnsettled Subscriptions
#notification.number
 
Dear #notification.contact_information.name
 
We would like to remind you that the outstanding amount for your account #notification.accounts_receivable.number is #notification.total_notified_amount, which is related with the following subscriptions
#notification.subscriptions_notified_amount
 
Regards
Company ZX Co.
Info
titleUnsettled Accounts Receivable
#notification.number
 
Dear #notification.contact_information.name
 
We would like to remind you that the outstanding amount for your account #notification.accounts_receivable.number is #notification.total_notified_amount, which is related with the following bill
#notification.bills_notified_amount
 
Regards
Company ZX Co.
Info
titleWallet with low credit
#notification.number
 
Dear #notification.contact_information.name
 
We would like to remind you that the remaining amount in your wallets is the following:
#notification.wallets_available_amount
 
This amount is estimated to be consumed by
#notification.wallets_estimated_consumption_date
 
Regards
Company ZX Co.
Info
titleWallet Product Consumption near estimated date
#notification.number
 
Dear #notification.contact_information.name
 
We would like to remind you that the remaining amount for your prepaid services is the following:
#notification.wallets_product_available_amount
 
This amount is estimated to be consumed by
#notification.wallets_estimated_consumption_date
 
Regards
Company ZX Co.
Info
title New Subscribers
#notification.number
 
Dear #notification.contact_information.name
 
We would like to welcome you and congratulate you for subscribing with us. Your subscription information is the following:
#notification.subscriptions_type
 
Regards
Company ZX Co.
Info
titleCompleted Jobs
#notification.number
 
Dear #notification.contact_information.name
 
We would like to inform you that the following jobs have been completed successfully.
#notification.jobs_type
 
Regards
Company ZX Co.
Info
titleCompleted Activities

 

#notification.number

 
Dear #notification.contact_information.name
 
We would like to inform you that the following jobs have been completed successfully.
#notification.activities_type
 
Regards
Company ZX Co.
Note

More Information on Communication Tags can be found at:

 

Following up on Communications

Panel
nameblue
titleCustomer calling for installation re-visit

Business Requirements

A company ZX customer has called in the Call Centre and he has registered a complaint regarding the quality of his picture. Agent arranged an appointment with the technical department. Once the technician came back in, the agent called back to the customer to confirm whether the problem was solved.

 

 

CRM.COM Solution
 

Customer Calling in to complain

Once the customer calls in to file a complaint then the user should create a new communication of direction incoming, media Phone and Category: Technical Issue. The communication should be saved using Save as Draft, so that the Life Cycle State is not updated to Completed.

 

Agent registering an appointment

At the same time the agent should schedule an activity and assign on the Technical Department with all the related information.

 

Agent calling back at the customer

Once the activity is closed by the technician the agent should go back to the initial communication and save it using the "Save" button, so that the communication LCS will be updated to completed.

Then the Follow up action should be used. On the new Communication that will be created the agent should provide the following information

  • Media: Phone
  • Direction: Outgoing
  • Category: Service Satisfaction

At the same time the agent should call the customer and inquire regarding the quality of the picture and the service provided by the technician. The related information should be logged by the agent in the Shared Notes Field.

Once completed the user should save the communication using the Save button

 

Note

More Information on creating Follow Up communications can be found at: Creating Follow Up Communications

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