Snapforce call center solutions business management software will deliver an out of the box Cloud PBX Phone System and Call Center Suite of features, including voicemail to email, call transfers, call barging, call monitoring, call coaching, call queues, ACD, video conferencing, dial-in conference bridge, the toll-free number included. Most importantly eliminates manual call logging. Additionally, you can couple this with the world-class Snapforce CRM to combine them for a seamless one system platform.
The call center solutions business management software will integrate webmail clients available within the Snapforce CRM interface doing an Email to CRM Synchronization. The business management software comes with many of the features a normal e-mail client does, but Snapforce Mail has something more; Autonomous synchronization functionality. In a nutshell, this means that Snapforce Mail takes care of figuring out who sent what, and does the data entry work for you. Making Snapforce Mail the ideal e-mail client for businesses.
Snapforce Call Center Solutions Business Management Software Features
Accounts and Contacts: Enterprise account management software to track and build your business relationships.
Leads: Assign your sales team their own lead lists, and give them the chance to succeed with intuitive lead tracking.
Opportunities: Manage the progress of your deals with advanced pipeline management & forecasting tools.
Price Quotes: Create professional price quotes quickly and efficiently. Two clicks are quick!
Sales Orders: Continue on in the workflow by converting accepted price quotes into professional Sales Orders.
Invoices: Collect funds from your outstanding sales orders or price quotes by invoicing your client for those goods/services.
Payments: Securely store customer payment methods. Process payments directly within your CRM software.
Products: Manage your products and services, link them to price quotes, sales orders, and invoices.
Assets: Manage your organization’s assets, as well as its history.
Cases/Tickets: Never lose sight of customer issues with strong support ticketing.
Solution: Provide a knowledge base to your support staff, enabling instant access to answer any case or ticket they encounter.
Client Portal: Assign your client’s a username and password they can use to log in and view their account information, order/invoice history & ask for support.
Reports: Analyze the performance of your team and business with powerful reporting. Includes more than 100 pre-built reports.
Dashboards: To understand your data and custom reports, we’ve built custom dashboards to visually see your data in easy to understand ways.
Calendar and Events: Never miss a meeting with powerful Event Management, calendar integrations with Outlook and Google included.
Activities: Track all communication with your clients with automatic activity tracking. Activities consist of calls, emails, tasks, events, and files.
Telephony: Virtual PBX phone system comes pre-packaged in your software.
Documents: Eliminate redundant applications, use Snapforce for files & document management.
You can connect any email provider with call center solutions business management software and begin to seamlessly synchronize your mailbox and CRM. All emails will automatically find its way (in real-time) to the correct accounts, leads, or contacts that it’s tied to. This also works the other way around, any email you send from within Snapforce will appear in your regular email box. You can use this feature to sync email from any mailbox e.g. Inbox, Sent, Drafts, etc.
use it to build custom reports and dashboards for any module within your CRM. Drill down on specific fields and data sets with powerful filters. Includes print, export, copy/paste, group, and join options. Your own company back-end portal includes: Provision your clients a username and password Your clients can log in and download their invoices, create tickets, upload documents
When your business is spread across regions and you have multiple office divisions, departments and numerous products/services, it is not an easy task to assign customer accounts to sales teams without proper planning. In some cases, it is equally complex to provide access only to selective accounts, for individuals from different teams to work together for a common sales objective.