Customer files
Use C2M to specify the data, steps and people concerned by this function in your organization.
AlKhadim Module · C2M Maroc
Customer management
Centralize customer information and find exchanges linked to each file.
The business need
Why organize this process?
An incomplete customer file or split between several tools complicates the service and tracking of requests.
A scenario to examine
For a customer, the file can bring together contact details, current requests and previous exchanges. Authorized people must be able to retrieve the context before responding or continuing an operation.
For whom?
Sales services and customer relations teams.
The scope depends on your current tools, the users concerned and the desired exchanges with other AlKhadim modules.
Functions to study
Information to follow better.
These functions form a basis for discussion. A demonstration allows you to check which ones correspond to your activity.
Interaction history
Use C2M to specify the data, steps and people concerned by this function in your organization.
Request tracking
Use C2M to specify the data, steps and people concerned by this function in your organization.
Set up
A module defined around your uses.
The project begins with the operations you want to track and the information already available. C2M then studies the configuration, access and possible links with other tools in your organization.
Discover the AlKhadim ERP01Describe the operations and users involved.
02Verify data, documents and tracking rules.
03Present the adapted functions and prepare their deployment.
Frequently asked questions
Prepare your demonstration.
A targeted presentation helps confirm the real scope of the Customer Management module.
Who is the Customer Management module for?
Sales services and customer relations teams. Roles and access are defined according to the organization of the project.
Which functions can be examined first?
Areas to review are: Customer records; History of interactions; Follow-up of requests. Their order depends on your priority operations.
Can we connect this module to other AlKhadim functions?
Exchanges with other modules are studied according to your data, your current tools and the operations you wish to share.
Also worth exploring
Other modules related to your needs.
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Follow sales operations and information useful to your commercial relationships.
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Discover the moduleCafe and restaurant
Study order and table management with a business module adapted to your establishment.
Discover the moduleLet's explore the Customer Management module for your organization.
Describe your current processes, information to track, and desired results. C2M will be able to prepare a suitable exchange.
Talk to C2M