1. Anonymous

    14 September 2010 09:25am

    Hi

    We run an online retail site and need to manage our customer services more effectivley.

    Ideally we would like a customer file to be opened for every new customer. This file would show order data as well as allowing staff to leave notes on file. In addition we would need some way to link emails to the file so that all correspondence with a customer could be viewed easily.

    We work with a fulfilment house and would want their data to be integrated so that a customers file would store barcode info (for the item sent out).

    Does anyone have any suggestions?

    Thanks

  2. Anonymous

    06 October 2010 21:24pm

    Getting your customer relationship management setup properly is actually quite easy.

    With the right software, it can be a simple and efficient process. WORKetc is a business management software centered around making all processes, specifically CRM, easier and more efficient. With WORKetc, each customer profile shows transaction history, special notes, important reminders, and all possible contact information. WORKetc is entirely email integrated and allows you to work from any contact's menu and get certain tasks done, like setup a new invoice or task. WORKetc is a total business management system and allows you to manage all aspects of your business, from CRM and PM, to billing and help desk support.

    http://www.worketc.com

  3. lawrence jakab

    Marketing Executive at Software IT Company

    13 October 2010 08:07am

    Avatar-blank-50x50

    I would suggest to use AJ Helpdesk SAAS  which is a web-based helpdesk software with robust Ticket Support. It provides an opportunity for experiencing the effective Live Chat services Support.It covers customer support, ticket system and online help depends on your business needs. AJ Helpdesk SAAS  is an economic, easy to use and useful tool for the growth of all type of business.AJ Helpdesk is providing the lifetime free plan.

    AJ Helpdesk SAAS - Web Helpdesk Software

  4. Mat Oram

    Head of Customer Care at Peto

    22 October 2011 14:57pm

    Mat Oram

    We use Salesforce. We decided to go with it for CRM and integrating basic ticket/helpdesk functionality was easy (as you already get it for FREE with your Professional license). All very easy to setup and it means we have one place to go for everything customer related - makes life so much simpler. I do appreciate Salesforce is at the top end of the £ scale, but from what i've experienced over the last 9 months it trumps everything else still - and it is so quick on the cloud. Competitors seems to still lag by a few milliseconds which can make the experience annoying - then people stop using it!

Reply to this thread

Log in to reply to this thread or join Econsultancy for free so you can post to our forums along with other benefits.