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.
Enhance teamwork within customer facing teams
Drastically reduce customer service errors by deploying record locking features in SugarCRM
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.