Iserv Dashboard

Customer Relations Management (CRM) System

Iserv Dashboard's Customer Service and CRM (Customer Resource Management) system is a completely integrated and automated way to provide your visitors, customers, subscribers and/or members world-class service in a low cost, highly efficient manner. Automatically track all interaction customers have with your web site and your support personnel. Empower your customers to help themselves by providing access to edit information, view order status and tracking data, view customer service requests and responses, renew or upgrade memberships and search your knowledge base and FAQs. The Customer Service system integrates seamlessly with all Iserv Dashboard systems, allowing you to see complete customer history at a glance!

How You Can Use It

  • Provide your customers with a more efficient way to get support than simple email
  • Cut your costs and save time by accessing all customer data in one simple screen
  • Give your customers access to view and update their information online
  • Create groups to quickly organize, find, and contact your customers
  • Reward your most active customers by offering incentive points or gift certificates


How It Works

The Iserv Dashboard Customer Service and CRM system tracks all interaction with your customers in three primary ways. First, all interaction with your web site is automatically tracked, including orders placed, downloads purchased, emails read, surveys taken, gift certificates redeemed, incentive points earned and much more. Next, your customer has full access to manage and view account settings, order history, customer service requests, shipping addresses and more. All changes made by the customer online are tracked and stored for your administrators to view. Finally, as an administrator, you have full access to view and modify customer information, block problem customers and reward loyal ones. If you have multiple customer service representatives using Iserv Dashboard, you can restrict certain access permissions for each administrator you create.


Highlighted Features

Customer Service Request Manager
Receive your customer requests directly through your Iserv Dashboard-powered web site. Customers can add new requests, view old requests, read replies and even re-open old requests if they feel their request has not been addressed. Iserv Dashboard administrators can reply to requests, close them, re-assign them or escalate them to a supervisor. This is far more efficient than simple email, and provides a central interface where administrators and supervisors can read and track history on all customer service requests.

Customer Information Center
The Iserv Dashboard Customer Information Center provides a complete snapshot of a customer's profile, purchase history, customer service requests and much more. Administrators can make private notes only accessible to other administrators. Easily create new, searchable fields to track any information on your customers.

Customer History Tracker
You'll know every time a customer updates his or her information online or the system makes changes to customer accounts. Track order status changes, customer address changes, account expirations, emails opened and more - all with complete details on the administrator or system process that made the update.

Customer Groups
Easily create and search groups of customers based on complex rules. Use groups to send emails, offer discounts, send physical mail, create orders and more. Groups offer a convenient way to view segmented reporting based on different customer profiles.

Pricing for the Iserv Dashboard starts at only $39.95 per month!

For more information, contact a Business Accounts Manager at 888.64.ISERV ext. 4102 or email sales-info@iserv.net today!