Learn about SoftExpert Customer
Welcome!
SoftExpert Customer is a customer data management system that provides tools to assist in matters involving compliance with quality standards, such as ISO 9001. This component enables the association of fundamental documents, such as contracts and attachments, ensuring the organization and compliance of records.
In addition to managing the data of customers, it shows their presence throughout the system by means of lists referring to their association with other SoftExpert Suite components.
It also allows for sending polls and regular evaluations to a certain group of customers through SoftExpert Survey. With the results, the customer base can be classified, which makes it possible to track their progress over time.
Watch the video to have an overview of the component:
What are its characteristics?
When accessing the component, you will see it is divided into the following menus:
| Configuration | Menu in which the initial configurations of the component are set; they will be used later on to add the other features. |
| File | Menu for creating customers. |
| View | Menu for viewing records' information. |
Shall we start?
Follow the steps of the flows below to configure and operate SoftExpert Customer correctly:
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In the articles of this flow, the creation and configuration of customers meet the needs of a sales department, which must have a complete record of new customers in order to regularly send them satisfaction surveys.
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In the articles of this second flow, the created customer will be evaluated by the defined default contact. Customer evaluations allow for measuring satisfaction, identifying opportunities for improvement, and tracking service quality progress.