Seamless Protocol for High Call Volume Business Environments

Improve customer service by establishing an error free SugarCRM workflow

Improve employee productivity and efficiency using our record locking feature for SugarCRM that enhances the usability experience for your employees.

The purpose of the locking records is to prevent users from tapping one customer multiple times for the same process leading to various errors resulting in poor customer service.

Record Locking

Enhance teamwork within customer facing teams

Drastically reduce customer service errors by deploying record locking features in SugarCRM

Record Locking
Enhance Teamwork

Enhance Teamwork

GProper delegation of customer contacts to employees

Improve Productivity

Improve Productivity

Reduction in resource wastage on a particular customer

Simplified Customer Service

Simplified Customer Service

Error free engagement with customers by employees

Deploy Record Locking Feature on SugarCRM

Here are some benefits and why you need to deploy record locking custom feature in SugarCRM

We have developed a record locking custom feature that helps in reducing inefficient customer management protocols. The feature locks the record of a particular customer whose case or record is currently being handled by another employee.

  • Only one employee can be dedicated to a particular customer and the record gets locked for other employees to edit.
  • An employee can only access a single customer record. If the agent doesn’t make any changes for a defined period the record will be re-assigned.
  • The customer doesn’t get a call for the same purpose from any other employee other than the assigned.