Automation of Internal Processes

Client Information Storage

 

Manual client information processing in any business is a daunting task, from physical files to excel sheets, tacit knowledge (information known to only to a few resources in the organization), exposure to risks on data tampering and loss through human error and natural disasters, turnaround time in retrieving data and transferring the knowledge worsens the possibility of analyzing information and reporting.

 

The Go-Experience enables you to automate this process by easily adding, retrieving and updating client information through our integrated customer database.

Want to add new client information? – Given a new client, you can add their details in real time while on call with them or for Bulk Upload of Client Information, you can prepare your CSV file to upload details based on your current client records format and populate the list into the Customer Database at once.

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To maintain a higher accuracy level, you can set mandatory fields which should always be populated and marked with an asterisk. To ensure data integrity, you can set automatic validation of data entry points e.g. emails is in place to avoid erroneous capturing.

Within the multiple access levels, you can add client details while on call or engaging the customer on any other channel e.g. Email, SMS, Web Chat or Social Media;

 

Want to retreive your customer information? – You can be able to preview all your client information within the customer database at a click of a button or filter individual client information by e.g. name, phone number, email etc. via multiple user access levels while on call or engaging the customer on any other channel e.g. Email, SMS, Web Chat or Social Media;

 

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Want to update your client details? – In order to ensure your data is up-to date, you can be able to edit information while on call or engaging the customer on any other channel e.g. Email, SMS, Web Chat or Social Media; to get the most recent and accurate detail of concern. To maintain continuous data integrity, you can assign different rights to different users e.g. deletions on client information.