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. To this end, the component enables the association of fundamental documents, such as contracts and attachments.
In addition to managing the data of customers, SoftExpert Customer shows their presence throughout the system by means of lists referring to its association with other SoftExpert Suite components.
It also allows sending polls and periodic evaluations to a certain group of customers through SoftExpert Survey. With the evaluation results, it is possible to classify the customer base and track its evolution 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 resources. Without a category configured, for example, it is impossible to create a customer. |
| File | Menu in which customers are created. |
| View | Menu that gathers the information of all registered customers for an overview. |
Shall we start?
By following the steps of the flow below, you will be able to configure and operate SoftExpert Customer successfully:
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In the articles that compose the flow, the creation and configuration of customers reflect the needs of the commercial department, which must have a complete record of its new customers and periodically send them a satisfaction survey.