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Customer
Self-Service
Allow your customer to view their own account information
online 24 hours per day
The Customer
Self-Service module gives your customers the ability to
view the status of their account, orders, invoices and payments through
the Internet.
This module is designed to reduce the amount of
interpersonal interaction needed to provide your users with basic
account information. Instead of
your customer service representative fielding calls or answering emails
for routine information, your customer can get this information for
themselves online.
- Customers can view
their account information anytime.
- No need for customers
to call into your office, they can get their account status
online.
- Reduce valuable
customer service time spent on the phone answering basic account.
- Establish a
professional high-tech image.
- All account
information is pulled directly from the ACCTivate! database to
provide your customer with a live look at their account status.
- Customer Self-Service
tags allow you to format the look and feel of the module to match
your website.
How does it
work?
Through a one-time setup and configuration, you place
the ACCTivate! Customer Self-Service module files on your local server,
which will then act as a webhost.
This
is the same server that holds the Primary Installation of ACCTivate!. Contact your ACCTivate!
representative and/or your web developer for more information and
assistance.
Next, configure
each company with a login and password.
These are stored in the Customer Information Window inside
ACCTivate! under the Credit tab
as Self-Service Login and Password.
Standard Template or your own design
The
ACCTivate! Customer Self-Service module comes with a standard
design. However, your web
designer can incorporate your own style into the module so it can look
and feel similar to your website.
After this is
done, either point a link from your existing website to the new
Customer Self-Service system or give your customers a direct link to
the new address.
Find
out how to design the Customer Self-Service module to make it your own
Check out the evaluation
version of the Customer Self-Service module
After
you have checked out the evaluation version contact your ACCTivate! representative
for more information on what the Customer Self-Service module can do
for your business.
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