Built-in Task Management System
Task management is very important among employees and their managers because it helps them become more productive; encourages them to delegate; and enables them to differentiate between tasks by using priorities and deadlines. InfoServ CRM comes with a built-in Task Management System which allows users to maintain To-Do Lists of tasks, delegate tasks to individual or group of users, track progress, set task deadlines and reminders. Each task has a Status, Priority, Deadline, Executors, as well as all related to the task communication (phone calls, notes, filled-in customer service forms, e-mails, web chat transcripts etc.). Track Task progress with a standard Task Management Report including filters on Priority, Type, Status, Creator, Executor, etc.
Cases Management and Customer Support Forms
Use InfoServ CRM’s built-in Case Management system to track raised customer support issues progress and resolutions. In combination with Customer Support Forms you will be able to describe in details what the issue is about, all related with the issue technical details (e.g., operating system, database, screen resolution, etc.) and later analyze all support related issues with InfoServ Report Generator and aggregate results related to customer service reps productivity as well as reports and dependencies related to the issues resolved.