Achieving a balance between operational efficiency and response quality! Introduction of usage scenarios and case studies for the customer portal of F-RevoCRM.
We would like to introduce a case where interactions with customers and agents were centrally managed on a CRM system. Previously, communications were conducted individually via email and Excel, leading to challenges in information sharing and history management. In this case, by integrating on a portal, the speed and accuracy of responses significantly improved. Furthermore, by sharing and digitizing documents such as invoices and estimates, cost reductions were achieved, contributing to enhanced customer convenience and satisfaction. 【Usage Scenarios】 ■ Consolidated customer inquiry channels into a customer portal to reduce the burden on sales representatives ■ Digitized interactions with contracted agents to prevent troubles and improve operational efficiency ■ Visualized the status of agent projects using F-RevoCRM and the customer portal *For more details, please refer to the related links or feel free to contact us.
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【Main Features】 ■ Basic authentication (username/password login) ■ Portal user management (customer information list, permission settings) ■ Upload and download ■ Inquiry management (inquiry details, sharing of past response history) ■ FAQ (saving and viewing example answers) ■ Email notifications (sending notification emails upon publication) *For more details, please refer to the related links or feel free to contact us.
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We are a company that supports corporate digital transformation (DX) and business improvement as the developer of the OSS-based CRM "F-RevoCRM." We address challenges faced by the maintenance and after-sales service departments in the manufacturing industry, such as the personalization of equipment information and repair history for each customer, paper management of inspections and repairs, and delays in communication between the field and the office. We advocate for the realization of "smart business" that goes beyond mere system implementation. Our strength lies in our ability to provide consistent support from business organization to system construction, maintenance phases, and in-house production support. We enable system operations tailored to your company, free from the constraints of package limitations and dependence on specific vendors.




