M1 Call Management enhances your customer service levels by professionally tracking every call to and from your customers.
M1 Call management provides an effective means of recording all communication with prospects, customers and suppliers.
Call Type Record pre-sales activity, such as an enquiry, by creating a Sales Call. Use Support Call for any after-sales questions or problems.
Track Call Times Log the time spent on each call. You can then analyze the total call times for each prospect and customer.
Assign To Assign a call to the most appropriate person in your organization. Call Management can be used to take messages in your absence.
Priority Prioritize calls to identify contacts requiring close attention. Use the standard searches to sort in order of priority.
Service Contracts Service Contracts can be used to manage warranties and maintenance contracts. Record the start and end dates, along with a value, for each contract. When taking a call, M1 will advise the user if the customer has a current service contract.
KnowledgeBase Create a library of commonly asked questions, and support calls relating to your products and services. Include details on the problem, the resolution and any available workarounds.
Interfaces with ... From a call, create a quote, order, job or invoice. Calls can also be created from within leads, quotes, orders, shipments, AR invoices, purchase orders and AP invoices. View all the calls for an organization under organization Explorer.
Calls Marked for Follow-up Use this search to ensure calls are followed up when required.
