CRM

At Precision Telecom Technologies, we believe our telecommunication clients should be able to keep all their business information in one accessible, easy-to-understand space. With this in mind, we created the Telecom BackOffice Solution (TBS). One key facet of this system is our comprehensive web-based Customer Relationship Management (CRM) module. Our goal with the CRM module is to empower our clients so they can better service end users.

    To help you deliver the best customer support possible, our CRM’s key features include:

  • A complete customer record including full change history
  • Access to all Tasks associated with the account
  • Notes with the ability to tag users and set reminders
  • Document Management

All CRM features are all available in an easy-to-access integrated customer view available to internal users and sales agents.

As this information is accessible in only one place, you can find critical customer data quickly and efficiently. Gone are the days of spreadsheets, filing cabinets, lost paperwork and an inefficient cycle of data management – today, you need a new, customizable service-based solution. Whether you’re brand new to the account, or have a seasoned relationship with the client, correct and up to date information will always be available and attainable when it’s needed most.

With reminders and Tasks with service level goals, you’ll reduce the chances of missing information or deadlines, allowing you to ensure all issues are viewed and handled in an appropriate timeframe.

In addition to customer service capabilities, CRM also has a Customer Portal for end users.

Our Customer Portal provides a modern, easy-to-read dashboard that provides a useful snapshot of account activity the latest news, and quick links to account information. The portal provides end users with tools to:

  • Manage their account and notification options
  • Request support or other account changes
  • Access current and historic invoices and transactions
  • Manage payment options
  • View and export any reports made available by administrators

The portal can be extended with customized reporting and links to external systems.

Access to information, for internal users, the sales channel and end users is easy and efficient, as it should always be, with TBS CRM.

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TESTIMONIALS

Whenever I call with an issue Precision is there, every step of the way, helping us solve it regardless of whether it’s an issue with TBS.
Bobbie WolfeVp of operationsPROCOM