Portals

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User Guide

Contact Center Mobile Application

Contact Center App for Mobile Introduction Answer calls where ever you are with the Contact Center Mobile App. The application works seamlessly together with the CRM and the desktop version of Contact Center. The app has all the same features for making and receiving calls as the desktop app, excluding the admin settings. Contact Center […]

User Guide

Contact Center: Zoiper Settings

Zoiper Settings When using Zoiper (www.zoiper.com) as the CRM-service Contact Center VoIP client, you will need to use the following settings (see also the picture below): Domain name: sip-eu.crm-service.fi Username: the phone number given to you by the CRM-service provider. Password: the password given to you by the CRM-service provider. Using the settings above enables […]

User Guide

Contact Portal

Contact Portal The Contact Portal is a part of the portals provided by CRM-service Oy. It includes modern functionalities, real-time connection to CRM and reporting features. Like the CRM, the Contact Portal is a fully cloud-based service. In the Contact Portal it is possible to manage all the functionalities of the contacting process, for example: […]

User Guide

ECP: Emails and Email Templates

Emails and Email Templates Introduction In the ECP (Email Contact Portal), all the functions and content are focused on the email to be sent. It is not clever to start each email from scratch: instead, it is recommended to create email templates, which make writing emails much faster and make sure that the same style […]

User Guide

ECP: Surveys

Surveys Introduction In the Email Contact Portal (ECP), you can create surveys which will be sent to the recipient along with the email, so that the survey can be accessed through a link in the email. The possibilities of the emails are numerous: with them, you can e.g. ask for feedback, learn more about customer […]

User Guide

Invitation Events in the Self-Service Portal

Invitation Events in the Self-Service Portal Introduction One of the Self-Service Portal’s possibilities is to let your customers use it for signing up for events and training. The events/training shown in the portal are managed in the Invitation Events module in the CRM. You do not have show all invitation events in the portal, however, […]

User Guide

Portals and Channels for Customer Care Automation

Portals and Channels for Customer Care Automation EFFICIENCY FOR MANAGING CUSTOMER ENCOUNTER AND SELF-SERVICE CRM-service offers several customer self-service portals and tools for e-mail marketing and contact center functions. The customer service operates through portals, sms, e-mails and QA functions.

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