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Point of Service

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Owner:Public
Last Update:6/18/2009 1:18:51 PM
Point of Service creates the 360o view of your customers and households within SEDONA CRM.  Point of Service is also where your employees can quickly and easily enter referral or lead follow up information.  
Customer Profile
Title: Customer Profile
Description:

See a complete customer profile including profit information at the customer and household levels, marketing information, cross sale information, and retention risk predictors all in one view.
Household Profile
Title: Household Profile
Description: Easily determine the household composition
Customer Promotion Details
Title: Customer Promotion Details
Description: Details of any marketing programs are immediately available to your front line, right down to the marketing pieces sent.
Customer Comments
Title: Customer Comments
Description: A complete history of interactions between a customer and any employee is easily seen.  New comments can quickly be added and status can easily be updated in "real time".
Entering a Referral
Title: Entering a Referral
Description: Entering a referral is simple for every employee.  No need to re-enter already known information like name and contact.  Just select an opportunity from the drop down and enter any needed comments.
My Assignments
Title: My Assignments
Description: Each employee knows exactly which customers or prospects to contact each day using the "My Assignments" view.
360 View of the Customer
Title: 360 View of the Customer
Description: See a complete view of a customer, including individual and household balances, alerts and referrals, profitability, cross-sell recommendations and retention risk.
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