Storage of the History of Customer Interaction

Content

CRM with built-in telephony from IPTel allows you not only to maintain a customer database with complete information about customers, their contact details, and additional notes but also to store the entire history of interaction with each customer.

The customer interaction history library enables company management and employees responsible for communication to quickly access:

• Information about customer applications;
• Data on the interaction of customers with the company (contacts using the site, calls, e-mails, etc.);
• Interaction results (for example, a purchase was made);
• Notes and comments made by managers;
• All documents related to the client and his history: invoices, acts, contracts, sent commercial offers.

All of this works in favor of personalizing the customer experience. You and your employees get a convenient tool for further communication, the development of individual offers for customers, and the increase of customer loyalty and motivation.

The history of customer interaction allows you to reduce the risk of errors in communication with customers, helps managers to improve customer service and increases the reputation of the company in the eyes of customers.

You no longer have to collect information about each client piece by piece from notes, chat history in messengers, e-mails, or comments from managers. Everything is collected in one place, and responsible employees get access to information about the client exactly at the moment when they need it.

The history of interaction with customers integrated into CRM is an opportunity to improve the level of customer service and increase sales by working with each customer in a personalized way.

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