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Sales Team Automation's Customer Support
Automation Suite is fully integrated with
its marketing, sales, and order management
solutions, providing a complete view into
every aspect of the customer. By harnessing
the power of shared information and advanced
analytics, customer support professionals
can ensure effective response times and
with with the flexibility to modify service
workflow.
Sales Team Automation's Customer Support
Automation features the following tools
to make your customer support team more
effective and and more able to deliver a
solid return on time spent:
Features:
| Case Management |
Sales Team Automation's
case management allows you to centrally
track the status of customer cases
generated from across all channels
and capture all relevant case data
such as type and reason. All cases
are automatically assigned a serial
number and date/time stamped to ensure
no issue falls through the cracks.
The tools maintain a complete case
history with instant access to all
previous issues and customer interactions,
so customers don't have to explain
past events each time they contact
you.
The case management tools also allow
you to build standard case resolution
templates to help your customer service
team communicate solutions to customers
— improving rep productivity
and increasing the consistency and
quality of customer communication. |
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| Online Case Capture |
Sales Team Automation's
online case capture allows customers
to submit their comments and customer
support questions online 24-7. Sales
Team Automation enables you to easily
set up forms on your company Web site
and have online inquiries directly
populated into Sales Team Automation
for maximum efficiency.
STA Standard enables easy set up
your own branded Web forms. STA Standard
auto-generates the HTML for you based
on the exact information you want
your customers to complete online.
When your customers submit comments
or questions online, a case is automatically
generated in Sales Team Automation
in real time, assigned a case number,
and date/time stamped for tracking
purposes. |
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| Resolution Management |
Sales Team Automation's
resolution management gives customer
service professionals access to all
past successfully resolved customer
cases through robust search and match
tools.
Through dynamically defined resolution
categories and search criteria, solving
customer problems becomes and ease.
The search tools allow searching by
keywords within knowledge base titles,
contact or specified keyword matches.
Once a list of knowledge base article
matches is generated, customer service
professionals can choose specific
resolution from the following items:
article ids, titles, created dates,
modified dates, and descriptions of
similar past problems. |
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| Knowledgebase Management
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With Sales Team Automation,
you can build and manage a central
repository of knowledgesbase solutions
to retain and share the knowledge
of product experts, standardize solutions
handling, and speed case resolution.
Within STA Standard, you can build
a repository of solutions to common
and past customer issues to aid your
customer service professionals in
resolving future cases with speed
and accuracy. Publish certain solutions
from your knowledge base in a self-service
portal for certain customers or to
a public self-service knowledge base
on your corporate Web site.
STA Standard provides an embedded,
multilevel solution review process
to help you ensure the quality of
information in your ever-growing knowledge
base. |
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To fit
the approval requirements of your
organization, you can set up an automated
solution review process or even multiple
processes, if different service groups
or different types of solutions require
distinct approval stages.
Powerful search capabilities allow
reps to quickly and efficiently locate
the right solutions for your customers
during support interactions. Salesforce.com
provides a full-text search of all
stored solutions. |
| Account Management
and Tracking |
Sales Team Automation's
account management allows you to consolidate
all company information in one place,
including contacts, product purchases
and communication histories, making
it easier to coordinate sales campaigns.
This enables you to maintain deep
knowledge on every account, facilitate
collaboration across your organization,
and build and maintain strong, lasting
customer relationships.
Sales reps can be assigned to each
account and account information can
be shared across teams. In addition
to the standard data fields, any number
of custom fields can be added to capture
specific information. |
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With Sales
Team Automation's account management
tools, you can define parent-child
relationships between accounts to
depict complex organizations with
multiple subsidiaries or divisions. |
| Customer Product
Management |
Sales Team Automation
has a complete product management
component built into it. System administrators
can create products based on product
categories, versions, term types,
term lengths, billing period types,
channel type and product mediums.
Every product purchased by your customers
are recorded within STA Standard.
This enables your customer service
professionals access to all customer
product data. Additionally, your customer
service professionals can also identify
solutions to similar product issues.
Finding product case solutions can
be easy by searching by categories,
versions, term types, term lengths,
billing period types, channel type
and product mediums. |
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| Telephony Integration |
Sales Team Automation
offers a full outbound call center
module (CMM). You can increase the
productivity of your sales organization
by adding functionality for an inside
sales team. Fully integration with
all sales team products, you will
have the following features:
Phone Links
Through-out the site, you can click
a link and have phone calls patched
strait to your phone.
Power/Predicative
Sales reps can dramatically increase
the number of leads contacted for
time spent. The power dialer automatically
call the next lead on your marketing
list eliminating dialing time and
clicks. |
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| Email, Fax, Voice
and Direct Marketing |
With Sales Team Automation
email mail and direct marketing communications
tools, you can automate and track
your outbound communications. You
can automatically insert any Sales
Team Automation maintained database
information into the communication,
and you can also add attachments to
email.
Templates
Create professional-looking, high-impact,
HTML-rich templates for sales reps
to use for customer and prospect communications
(both email and direct mail).
Personalization
Sales reps can personalize email templates
with relevant notes and information
before sending to prospects and customers.
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Tracking
Track the success of prospecting emails
by monitoring key metrics such whether
the recipients opened the messages,
when they opened them, and more. |
| Workflow Management |
Sales Team Automation's
customizable workflow automation engine
helps organizations standardize their
workflow to automate sales, marketing,
and service processes for greater
operational efficiency, consistency,
and control.
Sales Team Automation comes pre configured
with default workflow's, but usually
companies implement their own industry
practices or adopt a third-party methodologies.
Sales Team Automation is completely
configurable, from the activities,
to the results and outcomes, to the
actual user interface -- so you can
make it your own.
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| High Custom Configurability |
Though you can use
Sales Team Automation right "off
the Web", companies generally
want to customize it to fit their
exact business needs. Team Automation
is designed to be highly configurable,
from adding custom database fields,
to custom user screens, to defining
an unlimited number of your own workflow's
and much more.
It's designed to be customized by
mouse clicks, not code, which means
even end users can make it their own,
from creating custom dashboards to
building their own reports. |
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| Business Reporting |
Knowing the exact
status of your business at any given
point in time is critical for informed
decision making. Sales Team Automation's
business report center comes equipped
with many robust pre built reports,
but that's just the beginning.
With Sales Team Automation's easy
to use report wizard, you can generate
additional reports on almost any combination
of criteria you can think of to precisely
match your needs. Custom defined database
fields, flexible report logic and
an unlimited number of filters enable
you to get to just the information
your need. |
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| Analytics |
Sales Team Automation's
analytics helps you mine your data,
interpret information and show underlying
trends. You can quickly and easily
create reports and segments, save
historical snapshots, compare data
over different time frames and create
chart animations that show business
trends.
Sales Team Automation's analytics
can be also be displayed via dynamic
dashboards, which allow real-time
visibility to important information
as a user logs in, via charts, cross-tabs,
tables and reports. |
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