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Apex IT Presents Oracle CRM On Demand for Customer Service
- 1. Oracle CRM On Demand - Customer Service Dan Kudanovych Host – Practice Director Greg Smith CRM On Demand Solution Architect Matthew Cargle Guest CRM On Demand Customer
- 6. What Is the Request to Resolve Process? Productivity Diagnosis Analysis Dashboard Reports Knowledge Management Workflow Render Other Systems UI History of Employee Case Creation Identify & Research Diagnose & Close Case System Directs Inquiry Closure Closure Email CSR Engages Case Management Links to other systems ERP (Quotes, Orders, Financial AR/Credit, Products/Services) Integration Analyze Surveys Operational Reports Email Phone Chat Web Self Service
- 14. Organizations
- 15. Getting the Right Information Efficiently
- 16. Identifying the Appropriate Contact
- 17. Creating a Service Request
- 18. Interaction History is Easily Recorded
- 20. Dan Kudanovych o. (920) 499-2472 c. (612) 281-4264 [email_address]
Hinweis der Redaktion
- Intro’s, then common process within service, value of SaaS, customer snap-shots, then guest speaker – who has also volunteered some screen shots of their CRMOD instance CRMOD for service – could be customer service, could be internal employees (IT HD or HR HD environs).
- Greg can briefly describe work done at BYU and then we kick it off to Matt Cargle.
- When Governor Sonny Perdue first took office, he formed a team called “The Commission for a New Georgia”, which was comprised of local business leaders to determine “What does Georgia need to do to be the best managed state in the union?”. Customer Service was near the top of the list when the report was released. The Governor’s Office of Customer Service was then formed by Governor Perdue to accomplish 3 things: Make the State of Georgia “Faster, Friendlier, and Easier”. Faster means improved processes Friendlier means getting the right people Easier means using the right technology The Office of Customer Service (OCS) employs ~40 people whose areas of expertise range from Call Center to Database to Communications/Marketing to Process Improvement.
- As far as the actual CRMOD part goes, we’ll be talking about the State Personnel Administration. They have a team within SPA that is called “HR Shared Services” or “HRSS” which acts as the HR department for many state agencies who do not have an HR team due to the size of their agency, budgetary restrictions, etc. The HRSS folks create a Service Request in CRMON for every phone call they take. This allows us to: Trend the top reasons why agencies contact us so that we can better serve our customers Trend the top agencies that call in so that we can determine if a dedicated account manager is necessary Quickly find past interactions with our customers that formerly were never documented. And here are the screenshots that reflect the “start to finish” process when somebody calls in.
- And here are the screenshots that reflect the “start to finish” process when somebody calls in. First the agent looks up the group that is calling in via the “Organizations” search feature. Out of the box this will say “Accounts,” but with simple config this can be renamed. In this example, we will be creating a ticket for the Office of Consumer Protection (OCP)
- Next the agent will see some information about that Agency such as the Primary Contact for the Agency, the phone number, website, etc, etc. I have removed some of the personal data from this screenshot:
- Next the agency chooses the name of the person that is calling in. In this example, let’s say it is Bill Cloud. The agent clicks on Bill Cloud’s name, and then Bill’s information appears:
- At this point the agent can see that Bill Cloud has not called in any tickets because there are no tickets listed under the “Service Request” portion. The agent now chooses “New” to make a new Service Request and they see this screen:
- Now the agent fills out the Service Request accordingly, and when they are done it will look like this: When the ticket is saved, you will now see that there is a Service Request associated with Bill Cloud, so the next time he calls in there will be a record of the past interaction and action can be taken on his request more quickly (he doesn’t have to explain his situation again to a new agent)
- Why CRM OnDemand? When we put out the RFP for the Contact Center with a CRM tool, and with every response received CRM On Demand just seemed to be the strongest CRM solution out there We learned a bit about the State Personnel Administration using CRMOD for service How has Apex IT done? Apex IT has been able to assist the State of Georgia in its CRM needs by offering a level of expertise that does not exist within the state’s personnel. By leveraging our relationship with Apex IT, we were able to have subject matter experts from Apex come in an design CRM solutions that met our needs while at the same time, lowering our costs.