CRM

The customer account in UNO provides you with all the customers billing and provisioning related data that has been gathered so that servicing them from one system becomes possible, improving on your customer experience and loyalty. Each user or system event on the account also creates an audit trail giving you a true picture of actions that take place on the account. Well defined and fully configurable tasks and tickets then allow you to manage your customer in-life. With a rich set of data available on ebilling for customers to view also, managing them becomes even easier when your customer services agents can see exactly what your customer is seeing during their conversation. The business intelligence taken from this data can be used to further up sell opportunities as well as creating operational excellence and being used for product development.

In addition, within UNO you can also carry out countless operational and customer management tasks.

  • Maintain all KCI communication templates.
  • Maintain e-Bill notification emails.
  • Setup up Products from scratch creating the structure that links all chargeable elements to SAP/SAGE posting types and GLIDs as well as product categories for presentation on the bills.
  • Create user groups, allocate security profiles and manage operational user setup for UNO and ebilling as well as single sign on for salesforce.com.
  • Monitor all revenue and credits by date, product, posting type etc for every account to monitor charges being triggered from various sources such as UNO Sales, manual entry, APIs, system generated etc.
  • Monitor pre and post bill reports and hold back accounts from closing in a daily cycle if further work is required.
  • Monitor all calls and charges included in previous bills as well as those that are yet to be billed.
  • View invoices.
  • View a full audit of account to build up a picture of all events dating back to the account creation.
  • View history of all orders for activation and ceases.
  • View all CLI and provisioning information as well as checking first and last traffic dates for each CLI.
  • Monitor status of despatch of each invoice via email as well as print file. Report on errors in email delivery and act upon accordingly.
  • Change and update payment method and details.
  • Update account details and move CLIs.
  • Create parent/child structure.
  • Create linked structures by linking multiple parent accounts to be accessed via one login from ebilling.
  • Email an invoice to customer directly from their account.
  • Define ticketing queues, teams, users, types, reasons, resolution types, behaviours, allocation rules etc.
  • Use tasks and tickets to manage customer enquiries in addition to the system generated tickets during various key stages of sales and provisioning.