Quick LinksSite Home

Adaptive CRM

Customers are everything to your business, without them, you simply don’t have a business. It’s so important to maintain these relationships well. Attracting new customers helps a business grow, but only if customer retention is a high priority, to retain customers, your business must continue to deliver good services and keep a healthy customer relationship in place.

workFile Vision is unique in the arena of CRM, simply because workFile Vision is not just a CRM package. workFile Vision holds all the information relating to that customer, including correspondence in the form of written letters, emails and social interactions (via Twitter or Facebook for example). These interactions can be key to providing good customer services, and they empower the user to help the customer in any way they can.

Some business drivers for workFile Vision adaptive CRM are:

  • Identify and target potential customers
  • Manage the complete customer relationship
  • Empower the end user with all information they need to service a customer request

Some of the benefits of workFile Vision adaptive CRM:

  • Target potential customers more accurately
  • Track and monitor conversion rates from potential customer to actual customer
  • Deliver all information needed to a customer facing agent
  • Provide the freedom to user agents to adaptive the CRM platform to meet their needs
  • Increase the effectiveness of customer facing staff
  • Reduce administration costs

Some of the unique features of workFile Vision adaptive CRM are:

  • Store potential and actual customers in the same repository
  • Utilise the event driven architecture to ensure all work is monitored and carried out
  • Leverage APG facilities to help guide customers through conversations, and customer facing processes
  • Take control of campaigns and measure their success
  • Provide agents with a single access point for all customer based information, including ongoing work processes
  • Kick off work processes
  • Capture all forms of customer facing communication, including social media
  • Integrate with other line of business applications through the complete SOA (Service Orientated Architecture)