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Apr 28
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The way in which traditional call centers are managed have greatly changed over the last few years from the use of advanced telephony to a completely new approach. One of those is Salesforce CTI integration. One of the main benefits of using this type of interface is that it cuts down on the amount of time that the agent in the call center must spend resolving problems from inbound calls while also increasing customer satisfaction by providing more accurate call routing. In order to take advantage of this type of tool you will need to be prepared to allow access to a variety of external systems, including:
· Information from your order management system such as current order, fulfillments that are pending, etc.
· eCommerce information such as order details, shopping cart status and the payment status for credit card orders
· Accounting system information such as invoices, order history, payments, etc.
· Manufacturing or ERP system information including serial numbers, shipments, backlog, inventory, return merchandise authorization, parts availability, etc.
A key advantage is that for the most part, this type of information does not often change and many businesses will find that they can do very well with only a periodic batch update. In some instances, if the data should change frequently, you may need real-time access. The depth of the type of integration that you use is ultimately an individual business decision.
Most businesses do find that this type of portal will result in improved customer satisfaction while also presenting cost savings and time efficiencies as well. A customer portal using Salesforce CTI integration can ultimately lower the costs of a company, provide customers with access to the information they need on a 24 hour and 365 day a week basis and even reduce the error rate that is commonly associated with providing support information.
In an ideal situation, the portal should include such information as the customer’s name, address, telephone number and account information as well as order history, invoice information and shipment history. Warranty information should also be provided. Other information you might wish to include covers serial or license numbers, frequently asked questions, manuals and product information and ordering information for parts, upgrades and accessories. The more detailed information that is provided, the more benefits you can typically enjoy while also providing a greater degree of customers satisfaction.