Customer Details

Customers are the assets of the business, so the TaCRM system is centered around the customer. Enterprises have a good "Customer Relationship Management" system that will help manage detailed information, record customer opinions... from there easily grasp and manage production and business situation in the past, present and predict the future.

1. Overview:

We have 2 ways to view the details of a customer:

Method 1: Left-click on that customer's name in the customer list.

Method 2: Click next to the customer need to see and click

This interface is divided into 3 display areas to have an overview of the customer:

a. SEE DETAIL & MORE INFORMATION

This is the area that displays all the most basic information related to customers from Name, Address, Contact information, Position, ... especially customers are classified by level: Lead, Potential, VIP, …

Assign to: Assign customers who have the same unit together.

In this area we can edit previously entered customer information by clicking next to the information field to correct, enter new data and click to save.

Image: Customer Detail

To better serve marketing and future care, TaCRM system provides additional data fields that allow users to enter other customer information such as: Date of birth, linking Facebook, Twitter, LinkeIn, etc. ...

b. Follow-Ups

Display status Follow-ups (Unfulfilled, Processing, Finish, Out of date) as a pie chart to assist you in understanding the status of your work.

c. Care Level

Based on Follow-ups created at tab Follow -ups and methods of care (Call, Email, Meet,..) of those follow-ups, the system will display the level of care in the form of a line chart for you to evaluate the effectiveness of each method of approaching and taking care of customers.

d. Quotes

The system displays a list of Quotes created for customers and some basic information of the Quote (number of days, number of guests, departure date, ...)

Click on the Quotation code to access the details of the Quote.

e. Booking

The system displays a list of Bookings created for customers and some basic information of Booking (booking status, total booking value, remaining amount to pay).

Click on the booking code to access the details of the booking.

2. Contact:

• Full name
• Department
• Position title
• Phone number
• Email

3. Follow-Ups:

The system supports you to store follow-ups in the form of a list as a customer care process. From there, it is possible to optimize the process of approaching and taking care of customers before, during, and after the sale to help increase your sales.

Image: Manage customer follow-ups

Including:

• Add: Click to add new Follow-ups. Fill in the required information and then click to save.
• Sort/ Search: Here, you can use filters to search for Follow-ups according to your needs: Search by keyword, by Type of Follow-ups or by date range by entering search terms and clicking for the system to display a list of appropriate Follow-ups.

• Edit/ Delete Follow-ups: On the list you click at then choose Edit or Delete. View details of Follow-ups here

4. Booking:

Statistics of Tours/ Bookings that customers have booked.

5. Quotes:

Statistics of Quotes that you have created for customers.

6. Tasks:

Information about internal assignments related to Customers

Fields to note in the Tab Tasks:

• Task name: Title of the task
• Start day/ Finish day: Time to do the task
• Operated by: The person assigned to do the task
• Task: Job Type
• Priority: Classify the priority for work
• Description/ Note: Details of job content
• Attachments: Documents, images, work-related attachments

7. File:

Store data files used for customers such as contracts, scan quotes, scan passports...

8. Bank Account:

Store a list of information about the bank accounts that the Customer uses to pay with the Enterprise.

The information to note when at the Bank Account Tab includes:

• Account Number
• Account Name
• Bank Name
• Branch
• Swift code

9. Notes:

Display a list of Notes about the content worked with the guest or other personal information that needs attention.

10. Emails:

Statistics of emails sent to customers directly on the system.

You can also manipulate sending emails to customers at this tab as follows:

• Add new email: Click to Compose mail

- From: Select the email address to send, there will be 2 options: Default email of the system and email of the account that is accessing the software

- To: Customer's email address

- Email Template: Select email templates available from the system. Managed email templates here. If you don't want to use the template from the system, you can skip this field

- Title: Enter subject here

- Content: Enter email content

Click to send emails to customers.

Image: Add new Email

11. Prepaid Management:

Manage the amount of money that the customer has overpaid, the money that the business has not returned to the customer, used to deduct payments for the following Bookings/services.

- Description: Explain the source of money

- Amount: Specific amount

- Currency: Select the appropriate currency

• Click to Edit the deposit information.

• Click to Delete the deposit.

• Amounts in parentheses () are amounts for services that have been paid for by Credit on Eligible Credit.

• The Balance is calculated according to the formula Balance = Total Credit Deposit - Total Credit Payment. If the balance is put in parentheses, it means that the deposit amount is negative and customers need to top up to deduct the debt and can continue to use the service for the next Bookings.

• The Detail displays details of remaining amount in each currency, and Detail is only displayed when 2 or more currencies are loaded/paid into Prepaid Management.

12. Statistics of revenue, customer debt

This is a quick statistic about specific customer status including: Staff in charge, total revenue, total payment and total debt.

- Responsible Person: Appointed sales staff are providing main support to customers. To change the person in charge, you Click on the name of the person in charge and then select the name of the new person in charge displayed according to the list of existing employees. Click to finish.

- Total Revenue: Total value of customer's booking is recorded.

- Receipted: Amount collected from customer.