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Understand the usage of Communication Centre within CRM.COM

What does this section cover?

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What is the Communication Centre ?

Communication Centre provides the ability to perform customer care functions applied by agents and driven by an interaction with the customer, through a special screen that brings all the customer information and all the customer care functions together. Customer care functions are a set of services used to assist customers in making cost effective and correct use of products and services, before, during or after the purchase or provisioning of the products or services.

The Communication Centre module page is fully configurable. This means that the user can set up through Definitions what information will be displayed at the screen and what actions users will be allowed to  perform. 

When the Communication Centre the user will need to load a contact in order to be able to view contact related information or perform any actions. 
There are 2 available search options:

  • Search for a contact, account, order, transaction etc via the Quick Search filters
  • Search for a contact, account, order, transaction etc via the Advanced Find


Communication Centre  Glossary

TermDescription
Customer care functionsA set of services used to assist customers in making cost effective and correct use of a products and services, before, during or after the purchase or provisioning of the products or services
  
  
  

Communication Centre  Key Processes and Concepts

 

Processes / ConceptDescription
Action Panel 
Quick Search 
Advanced Search 
Latest Communications 

Communication Centre  Network Characteristics

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

EntityNetwork Characteristics
Accounts Receivable Classifications 

 

Communication Centre  Related Modules

Interaction EntityHow
  
  
  

 

Communication Centre  - Business Examples

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

Title of the Business example

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Business Requirement

Company ZX .......

 

CRM.COM Solution

...........

  • Configuration
  • User Process

 

Note

More Information on Specific modules can be found at:

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