Help Desk If you’re part of a customer service team, you can automate case creation, automatically answer customer queries, and receive ready-made reports on your team’s performance.
Customer Portal: Customer portal is the one-stop
destination for customers to get all updates regarding their cases and other records. How does it automate your tasks? Since all relevant romania phone number data information is available on the portal, there is less need for customers to contact you with queries. Customers can also submit cases and queries from the portal, which automatically creates case records in the CRM.
Help Desk Insights: Vtiger CRM automatically generates charts and graphs under Help Desk Insights. These visuals display case information and the performance of the customer service team on those cases. Help Desk Insights provides the following details:
The number of cases is grouped by the channel from which the case originated.
Internal Ticket Insights: Internal tickets in Vtiger CRM allow your company’s employees to quickly raise questions and requests. Internal Ticket Insights document the performance of your internal support team serving your employees through charts and graphs. Vtiger CRM collects data from your CRM records to automatically generate these insights.
Live Chat and Chat Insights: By installing benefits of creating a website the Vtiger Live Chat extension, you can move your FAQs to the Live Chat widget. When customers enter keywords, the widget automatically populates the FAQs. Additionally, customers can use Live Chat to contact your customer service representatives. Vtiger CRM records details of customer conversations such as first response time, chat rating, duration, missed conversations, and more. This information is then used to automatically generate chat insights, allowing customer service managers to evaluate their team’s performance and work to improve.
Mailroom: Bring customer complaints b to c database or questions written to your customer service email address into Vtiger CRM with the following settings:
Mailroom Rules in Vtiger CRM
Automatic forwarding in email services
The automatic forwarding feature redirects your emails to CRM using your mailroom address. The mailroom scans the forwarded emails and automatically creates case records based on the rules you set.
