CLARITY CORE feature spotlight: Customer interaction management

Finding it challenging to manage customer interactions effectively and track details across multiple platforms? CLARITY CORE offers a comprehensive solution for customer interaction management, designed to streamline your processes and enhance productivity.

Here’s what CLARITY CORE can do:

• Create and store records: Manage unlimited client records, from potential leads to current and former customers. Store essential information, including contact details, interaction history, sales records, maintenance requests, and more—all in one place.

• Track interactions: Capture every customer interaction, whether it’s enquiries, quotations, phone calls, or emails. Maintain a detailed history of sales contracts, authorisations for discounts, billed and un-billed services, and all related invoices and credits.

• Integrated data access: Ensure all departments—from sales to customer service—have access to crucial customer details like communication history, purchase records, and transactional data. This consolidated view promotes better information sharing and more informed decision-making.

• Automated invoicing: Simplify billing with automated invoicing. All charges are logged and collated from stored rental contracts and recurring services. The system generates invoices through period-end routines and integrates with third-party accounting packages like Sage, Xero, and QuickBooks for smooth financial management.

• Comprehensive insights: Gain valuable insights into customer metrics, including conversion rates, revenue generation, and sales cycle lengths. Access detailed reports on new customers, credit limits, deposits held, and debtor status to drive your business forward.

With CLARITY CORE, managing your customers becomes efficient from a holistic view of each client, allowing you to access detailed interaction histories to sales records, allowing your team to deliver highly personalised interactions throughout customer journey with your business.

To find out more about CLARITY CORE and explore its comprehensive features, click here.