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Customer Service Efficiencies

Customer Service Efficiencies. Welcome. Connect Conference 2013. This is an exciting opportunity for everyone involved. The benefits go beyond just training and education—collaborate with your peers and inspire others around you. educate • collaborate • inspire.

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Customer Service Efficiencies

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  1. Customer Service Efficiencies

  2. Welcome Connect Conference 2013 This is an exciting opportunity for everyone involved. The benefits go beyond just training and education—collaborate with your peers and inspire others around you. educate • collaborate • inspire

  3. Customer Service Efficiencies • Order Confirmations • Electronic Billing • Coupons and Promotions • Edit A/R Remarks • Apply Overpayments and Credits in A/R • RouteTrak & Proof of Delivery

  4. Customer Service Efficiencies Order Confirmations • Send Confirmation to Single Contact • Send Confirmation to Multiple Contacts

  5. Customer Service Efficiencies Order Confirmation Customer Settings

  6. Customer Service Efficiencies Order Confirmation Customer Settings Link Attention to a Contact

  7. Customer Service Efficiencies Order Confirmation Customer Contacts

  8. Customer Service Efficiencies Order Confirmation Order Entry

  9. Customer Service Efficiencies Order Confirmation Order Entry

  10. Customer Service Efficiencies Order Confirmation Order Entry

  11. Customer Service Efficiencies Electronic Billing Parameter Setting

  12. Customer Service Efficiencies Electronic Billing Contacts

  13. Customer Service Efficiencies Coupons and Promos • Coupons and Promos in Order Entry • Moved the coupons and promos logic into DDMS commercial order entry and Point-of-Sale • Re-worked credits to be more intuitive.

  14. Customer Service Efficiencies Coupons and Promos

  15. Customer Service Efficiencies Coupons and Promos

  16. Customer Service Efficiencies Coupons and Promos

  17. Customer Service Efficiencies Coupons and Promos

  18. Customer Service Efficiencies Edit A/R Remarks

  19. Customer Service Efficiencies Edit A/R Remarks

  20. Customer Service Efficiencies Apply Credits and Overpayments • Purged Invoices • Apply Money to These Invoices • Remove Credits From These Invoices • Customer Wants to Apply Credits From One Invoice to Another

  21. Customer Service Efficiencies Apply Credits and Overpayments

  22. Customer Service Efficiencies Apply Credits and Overpayments

  23. Customer Service Efficiencies RouteTrak and Proof of Delivery

  24. Customer Service Efficiencies RouteTrak and Proof of Delivery

  25. Customer Service Efficiencies Don’t forget to turn in your session survey for a chance to win a $250 gift certificate Surveys can be turned in at the Conference Registration in the Trinity Foyer or in the Lab located in the Pegasus Ballroom (both located on the lobby level)

  26. Customer Service Efficiencies

  27. Customer Service & Support Contact Information • Support • 800-366-4778 • Monday – Friday • 7AM-7PM CST • Training • 800-959-3367 Option 5 • professional.services@ecisolutions.com • Virtual class training • One on One training • Onsite training

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