Sage CRM – Finance Ticket Management

 Sage CRM is a customer relationship management solution that provides tools to manage new and current client interactions to assist small and midsize enterprises in optimizing their customer experience. It is critical to delight customers by offering excellent service. Innovative technical technologies can help businesses better manage client communication and assistance. Sage CRM allows your company to create and manage support tickets.

Integrating Sage CRM with a loan finance system to get customer loan purchases and manage service tickets in CRM was one of our successful deployments. A support ticket, as we all know, is the process of tracking the updates and specifics of a problem from the time it is reported until the issue is handled. Each ticket issued represents a distinct event and can be assigned to the appropriate support team or department to help resolve your customer's issues as promptly as possible.

Our implementation method includes integrating the money management system via the backend. We were able to pull the customer's Loan purchase details into CRM for viewing purposes this manner. Users would be able to deliver ticket resolution details to the client based on these loan details without navigating between distinct systems.

Elements that are tracked in a support ticket –

• Customer Account information
• Customer Loan details
• Details of the problem
• Details on the steps taken to fix the problem
• Status and next steps
• Resolution to the problem

Benefits of using Sage CRM in a Ticket management system –

1. Organize Your Email

• Better organization - all communication is centralized on the support ticket, together with any loan purchase details from the finance system required for ticket processing.
• Removes the need for several emails on the same subject.
• As the ticket can be allocated to the selected department as required or requested, it makes it easy for multiple operators to collaborate on the problem.

2. Review Reports and Analytics

• View the performance of operators and departments with ease.
• Using ticket distribution, you may identify prevalent issues.
• Determine the issues for which your firm needs to write a specific process.

3. Reduce time and resource usage

• Because of the ability to sift and allocate tickets, less time is spent.
• Increase your productivity by automating specific tasks.
• Reduce response time by conveniently routing the ticket to the appropriate department.

4. Add Value for Your Clients

• Transparency in your processes keeps them informed.
• Know exactly what another operator has already told the customer.

In this way, Sage CRM may assist a car finance company in managing their customers, support tickets, and complete and up-to-date information on their loan purchase.

Originally published by Greytrix Africa Ltd.