Team members can consult individual case files worked on by other staff in real-time, reducing the need for real-life meetings. Greater collaboration across teamsĪ centralized contact record gives everyone in your business more visibility and makes your organization smarter and more transparent. A contact management platform assimilates all this information into one business contact record-including address book and phone numbers-so you can access it from one place. Centralized repository of contact informationĬontact information comes to you across many different channels, like social media, live chat, phone calls, your company website, face-to-face convos, web form capture, purchase records, and more. All this contributes to improved customer experience, reduced churn, and customer loyalty. They’ll have easy access to a centralized contact list, complete with detailed records of past cross-channel customer interactions, and receive task notifications and follow-up reminders. With all-in-one contact management, customer service agents can deliver better performance with less effort. This information will make a crucial difference when it comes to determining what product or service to offer them for cross-selling and up-selling, the tone of your next interaction, and how best to interact with similar customers later. Benefits of contact management software Record customer interactionĪutomatically log all your cross-channel communications with customers, so you’ll have a record to consult later.

Consultant customer management software