Account Configuration Manager Features and Functions
The tool allows users to create and maintain customer profiles with account information and links between the customer and other groups or group members.
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- Loyalty program management
- Establish gift service
- Assign a unique customer identifier linked to one-to-many points
- Assign and maintain unique foreign account identifiers linked to one-to-many points
- Assign and maintain unique telephone numbers linked to one-to-many points
- Assign and maintain unique IP address identifiers linked to one-to-many points
- Assign and maintain unique circuit number identifiers linked to one-to-many points
- Summary view of customer data
- Displays different customer summary data depending on the focal point in the organization (eg payments or billing history)
- Creates contacts for a customer organization
- Captures the time of call and the person handling the call
- Views and sorts account information according to customer hierarchies
- Uses a single repository for customer data
- Data synchronization module
- Supports integration of customer data with product development
- Allows review of all the customer history information in a single place
- Business rules implementation in viewing the customer profile
- Customer products and services view
- Manages and maintains the customer’s current product configuration at a detailed parameter level
- Displays the customer’s configuration in a hierarchy by service location and billing structure
- Associates equipment and services with a specific, installed service location
- Deletes existing products and services when updating a customer’s configuration
- Associates workflow tasks with the order being generated, which improves the handling of complex, customer orders
- The system provides a hierarchical view of the customer’s pending configuration
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Sales Force Automation (SFA) Features and Functions
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