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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
Term | Description |
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Customer care functions | A 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 / Concept | Description |
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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.
Entity | Network Characteristics |
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Accounts Receivable Classifications |
Communication Centre Related Modules
Interaction Entity | How |
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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 ...........
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