Customer Service is no longer just about taking an order – it is about engaging and understanding your customers’ needs. Having the right tools to serve your customers is paramount. The UMAX Customer Service Module provides exactly that tool: a Dashboard optimized for CSRs to focus on customers while the UMAX Customer Service Module does the work.
Visually, the CSR Dashboard features modern, configurable screens that display information in an easily digestible format, eliminating the need for multiple “clicks” to view essential information. In addition, the CSR Dashboard provides prominently displayed Notifications and Account Status Alerts, so you receive critical customer and account information immediately.
Behind the scenes, the CSR Dashboard includes automated Wizards that step you through processes, like setting up a payment arrangement, or managing a move request. These Wizards include customizable automated workflows with form output generation when required.
Universally, UMAX also functions as a traditional CRM to manage all Utility interactions with the customer, and even manages special marketing and campaigning programs. This allows your Utility to target a specific group of customers for unique reasons, like Water Conservation Programs, EV Incentives, and more, and communicate these campaigns through UMAX Customer Self-Serve, Text, Email, Chat, and Social Media to help you deliver the right communications when and how your customers want.