Maximizer Software Simply Successful CRM

Enterprise 9 - Customer Service

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Questions? Call us.
1-866-416-0557

Who should take this course:

  • Maximizer Enterprise users in Customer Service or Support management positions who are familiar with Maximizer Enterprise fundamentals (topics covered in Enterprise 9 - Level I and Enterprise 9 - Level II courses)
  • Maximizer Enterprise administrator
What You'll Learn

1) Configure the Customer Service & Support module

  • Set-up the right options for capturing customer service case details that follow your business rules, including values for Case Type, Case Reason, Priority and more
  • Set-up customer service user-defined fields to capture case-related detailed information
  • Configure automatic email notifications for case activities, such as emails sent to the case owner and customer when a case is escalated to a manager
  • Assign customer service roles and understand the difference between representatives, managers and monitors

2) Track, assign, escalate and resolve customer service cases

  • Enter a case with all the details and notes to ensure effective case collaboration
  • Take the case to the next level by assigning, escalating, resolving or abandoning a case
  • Use or draft articles for the Knowledge Base to share information in a central repository for future customer issues

3) Manage customer service cases effectively to ensure customer satisfaction

  • Search and retrieve customer cases based on customer record, creation date, status, case age or any other option
  • Generate real-time column reports or case load reports to ensure cases are resolved and customer satisfaction remains high
Cost and Duration
  • $55 $70 (USD) per user ( Price Promotion expires August 31, 2008. Maintenance Discount CANNOT be applied during the promotional period.)
  • 1 hr. 15 min. Pre-Recorded Tutorial
Registration
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Speak directly to the experts at 1-866-416-0557 or e-mail us to request further information.

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