Operational CRM Setup

ServiceJourney's Operational CRM provides an intuitive view of all service-related information about customers. Front-office and back-office employees use the 360-degree view of the customer to provide exceptional service by seeing all relevant data, cases, relationships and documents in one place.

Operational CRM helps organizations achieve the following goals:

• Provide a 360-degree view to customer service agents
• See all cases and interactions that customer has with your organization
• View the relationships between customers, parent companies, subsidiaries, and related organizations
• Bring in real-time data from other core systems
• Orchestrate customer-related workflows across business units
• Identify service bottlenecks
• Communicate with customers in multiple channels

Operational CRM comes with feature-rich components that can be extended to fit your particular needs.