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Customer Relationship Management Software Selection
Taxonomy Code: TP-3350.8000-100
Programs that help nonprofit organizations, small businesses and other groups plan for, select, install and develop procedures for maintaining and effectively use software that helps them provide enhanced customer service. Features may include a data centralization capability that allows users to retrieve all customer invoice histories, payment histories, quotes, sales orders, sales volume activity, inquiries, services, e-mails, and conversations that have taken place over the course of time; interactive control of all customer information; visual maps of customer locations; auto alert messages; predictive dialing/auto dialing; remote agent support; multiple blended campaigns; help desk applications; online surveys; appointment scheduling; follow-up date call backs; call histories; literature fulfillment; mass mailings; e-mail and fax delivery modes; system and agent monitoring; data import and export capabilities; customization and integration capabilities; and an order entry and tracking system.
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Customer/Client Relationship Management (TP-5000.1700)