Customer Relationship Management
Manage customers more effectively with fast access to data
From activity enrollment and transaction history to special interests and medical alerts, our Customer Relationship Management module provides a 360-degree view of every student entering your campus rec facility for greater insight, improved service, and increased transaction efficiency.
Features
- At-a-glance customer summary automatically displays on screen once an ID card is swiped or a customer ID is entered
- Customize customer summary to display the most pertinent data to your organization, such as upcoming activities, interests, memberships, transaction history, and family relationships
- Chosen customer summary sections appear on a single screen for quick access to full customer information
- Streamline the search for or data-entry of customers when completing new registrations, bookings, memberships, etc.
- Add customer notes or alerts. Set the frequency to display high importance notes/alerts which users to alert.
- View transaction history for a customer and his/her family from registrations, memberships, point-of-sale, payments, communications, and more
- From the customer view, complete actions such as registrations, reservations, and memberships without having to re-enter customer data
- Tabs, similar to the tab functionality in Internet Explorer 7.0, allow staff to move from one module to another without losing previous work or searches
Benefits
-
Staff
- Build stronger relationships with students
- Understand the specific needs of students and offer customized service
- Reduce data entry for new transactions
-
Customers
- Improved service
- Faster transaction times
- Increase satisfaction