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Customer Service Panel for our clients!

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Customer Service Panel for our clients!

Author: Alek | added: March 1, 2021

We meet the expectations of our clients.

Last year was very dynamic for our company. At the beginning of 2020, we planned to expand the team by one, maximum two people (we planned to expand the team from three to five people), and we ended the year with six full-time employees and an additional four part-time employees.

Such dynamic development forced us to change the current mode of work, among other things. Our motto is high availability and even higher quality of service. We do not want to be a company that cannot be reached, or one whose support department responds casually to e-mails - if at all. We want to be available to customers, not only via e-mail or telephone. That is why we devoted the beginning of the year to programming work on our proprietary service panel, which is now available to customers at: https://bok.image-design.pl.

Main assumptions

First of all, we did not want to create another system of tickets (notifications), which will extend the path of contact with us for clients, delay the implementation time and make communication difficult. We wanted to create a tool that above all:

  • systematizes work ours and our clients,
  • will enable customers access to account history, current and overdue invoices or work time reports,
  • in the future, it will enable expansion with new modules tailored to customer needs,
  • it will synchronize data with our CRM System in real time,
  • will be TURBO responsive - it will not only enable operation from mobile devices, but also provide unrivaled clear and pleasant handling of reports from a telephone or smartphone, without the need to install dedicated applications,
  • will ensure secure data exchange and storage (SSL, 2FA, etc. 🙂)

What are the practical possibilities of the Customer Service Panel?

  • Unlimited number of contacts with access to the "Notifications" tab, where you can order and track the implementation of tasks on an ongoing basis and one main contact, which additionally has the ability to edit company data and access to the invoice tab, where you can find information about invoices and the history of settlements
  • Login with additional two-factor authentication (Integration with SMSAPI),
  • Notification systemwhich allows you to add and comment on tickets, add attachments to these tickets, and archive or temporarily block tickets,
  • REST API integration with our internal CRM System, thanks to which we minimize the amount of sensitive data stored directly in the Customer Service Panel - it is mostly used only for viewing and sending data directly to our CRM System, which makes it even more secure,
  • Receiving email notifications and SMS notifications regarding updates of notifications and settlement history
  • Comprehensive compliance with the GDPR (full use of the Service Panel requires the acceptance of the Regulations, the Privacy Policy and consent to electronic communication and electronic sending of invoices,),
  • Full responsiveness and intuitive operation on all devices.

Sample views of the Panel

Summary

The BOK service panel is currently available to our clients on request. In the future, we plan to transfer most of the communication regarding requests and projects to the Service Panel, which will systematize threads and tasks, and enable the collection of information on specific tasks in one place.

If you are our client and would like to start using the Customer Service Panel, write to us at biuro@image-design.pl or call the phone number 533 959 566 to get access to the Customer Service Panel.

 


 

Do you need a tailor-made, dedicated website that will allow you to automate processes and improve communication, similar to our Customer Service Panel?

See our offer or contact us and we will program an intuitive turnkey website for you ?

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