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1-877-383-0400
info@neocasesoftware.com
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Neocase CRM is a customer relationship management solution that provides the capabilities needed to connect sales, marketing, and customer support teams for better customer service.
By encapsulating all the functionality of Microsoft Dynamics™ 4.0 sales and marketing with Neocase Customer Service, Neocase CRM enables employees to make sales decisions, market products, solve customer issues and cater to all aspects of the customer relationship experience.
Neocase CRM is the fastest and easiest way to add customer relationship management capabilities to any organization that uses Microsoft system applications, including Microsoft Office Outlook- the applications your employees use every day.
The simple, intuitive role-based interface in Neocase CRM encourages user adoption and requires minimal training.
Neocase CRM Features :
Neocase Customer Service and Support solution helps organizations see the full value of each customer by enhancing collaboration among customer service calls, web site visits, knowledge exchange, and partner engagements.
Designed for quick implementation, easy use, and optimized for Microsoft Dynamics™ CRM 4.0, Neocase customer service and support solution bridges the gap between customer requests and your employees across the entire enterprise.
By improving your company’s case management capabilities, Neocase can increase cross-channel revenues by 10 to 20 percent while reducing customer churn by 5 to 10 percent. |
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Neocase Customer Service and Support Solution Features:
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Collaborative case management: Create a true collaborative case resolution process that links internal and external experts, instantly assembling the right team to resolve a case.
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Role and activity based dashboards: Permission-based controlled views and customizable interfaces that allow you to track agent performance and customer service team activities in real-time.
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Self Service Portal: Provide the end-user with access to the knowledge management tool for automatic assistance prior to case creation.
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Searchable knowledge management tool: Allows controlled sharing of company expertise directly with agents, customers, and partners.
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Advanced service level agreements (SLA) and contract management: Manage the case resolution process and monitor case progress to ensure contract compliance.
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Customized partner center: Enhance the service chain by allowing partners to interact with your customer service department seamlessly for better and faster case resolution.
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Neocase Sales Automation Solution provides sales organizations with a comprehensive set of tools that automate, simplify, and manage the entire sales cycle from lead to customer.
By integrating all the functionality of Microsoft Dynamics™ 4.0 sales and marketing with Neocase Customer Service, the Neocase CRM software application gives your sales force centralized pipeline visibility to better understand and meet the needs of your customer- creating a complete closed loop sales process for new and existing customers. |
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Neocase Sales Automation Solution Features:
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Opportunity management: Convert leads to opportunities, and track them throughout the sales cycle with customizable workflow rules.
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Sales management: Use customizable workflow rules and selling methodologies to track and close sales consistently and efficiently.
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Quotes: Create accurate quotes using a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.
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Order management: Convert quotes to orders that can be modified and saved until ready to be billed as invoices.
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Sales force management: Measure sales performance and credit opportunities against a salesperson’s individual quota.
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Collateral: Create, manage, and distribute sales and marketing materials, including brochures, white papers, and competitor information. |
Neocase Marketing Automation Solution provides your sales and marketing organizations with a comprehensive set of marketing tools that helps optimize the effectiveness and cost-effectiveness of targeted communications to your prospective and existing customers.
By integrating all the functionality of Microsoft Dynamics™ 4.0 sales and marketing with Neocase Customer Service, the Neocase CRM software application gives your marketing organization the ability to track leads within the sales pipeline to quickly create, manage, and track campaigns associated to sales and account activity.
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Neocase Marketing Automation Solution Features:
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Direct e-mail: Increase sales productivity by selecting customers based on common characteristics. Use standardized templates to send customized e-mails with special offers.
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Marketing campaigns: Plan your marketing strategy based on budgets and expenses, promotion codes, target products, and collateral.
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List management: Publish and manage lists for specific campaigns, or for future campaigns.
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List segmentation: Query lists to locate accounts that meet specific criteria.
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Marketing templates: Create a campaign and re-use it as a template for future campaigns.
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Campaign execution: Track campaign activities, import leads, convert leads to opportunities, view cost and performance data, and more.
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Campaign tracking: View campaign performance reports. Assess success based on opportunities, cost versus payoff, and other criteria. Analyze marketing results. |
To learn more about this solution, download the Neocase CRM datasheet or any of our other documents in the Resource Section. |
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