Customer information is often spread across multiple systems, Excel lists and team members. Classic CRM systems collect customer data centrally, but epilot goes one step further: transparency is created across the entire product portfolio and all customer processes. Relationships between contacts, accounts, partners and individual business objects can be viewed. You can see all information about orders, contracts and products as well as communication, notes, documents and pending tasks at a glance. You can also flexibly import data from third-party systems into epilot.
You communicate with customers via an integrated messaging service. Variable-based templates for messages and documents automate your communication. You have your own mailbox and can access central mailboxes depending on role & rights settings – so no information is lost when colleagues are not available.
With note-taking, tagging, and tasks, you collaborate as a team and with partners. The entire history for each customer can be viewed in the activity log.
epilot helps you understand and grow your customers. Use tags to segment your customers. Combining a customer management and eCommerce approach, you submit exciting offers directly through the customer portal.
Some customers prefer to call or go to the customer center instead of using the customer portal? epilot also helps with this: You use forms that guide your customer service agents through standard processes on the phone in a targeted manner. This way, no information is lost. In the customer center, you use the forms on tablets – so customers can enter their data directly themselves.
Collection of all customer data and interactions in one central location.
Use of epilot Journeys as multi-step forms for service employees and customers in the customer center.
Message exchange with customers and partners, also automated via message templates. User mailbox and central corporate mailbox. Integration with existing mailing systems.
Central collection of documents with assignment to customers, accounts, transactions and other business objects.
Collaborate with colleagues and partners via notes, tagging, messages, task assignments.
Assignment of labels, e.g. for segmenting customers or grouping documents, products and services.
Self-service for processes such as data changes, payment method customization, status tracking.
Placement of product and service offers with the option of online conclusion in the customer portal.
Head of Sales