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| Audience: Any departments or individuals responsible for customer records |
Taking care of your organisation’s client files can decrease costs and increase customer service.
An organisation’s greatest asset is often considered to be its customer base. Managing customer data is an important function within many departments including sales, marketing and accounts. Such functions rely heavily on getting customer information that is both accurate and up to date. As the amount of information pertaining to a client increases, it becomes difficult to maintain a single view across the organisation on all of the customer interactions occurring at any one time. This information can be kept in multiple forms including faxes, emails, electronic or paper documents or even receipts. Customer agreements, contracts or legal documents are examples of customer documentation that is typically kept in paper form, often including original signatures.
The increasing number of client transactions occurring within any month results in huge amounts of filing and photocopying which is both tedious for administration staff and expensive for the organisation.
The genisys Document Management team are specialists in implementing solutions that manage information efficiently and cost-effectively. Call them today to discuss how genisys document management software can save your company money. genisys software at the heart of your client file management systems integrates perfectly with CRM, accounting or other business systems, minimising the time spent searching for misfiled or missing documents. It acts as a central database for all types of documentation, both electronic and paper. genisys can be set up on either a standalone PC or on a network, to give multi-user access to client information based on profiles. Privileges can be set for sensitive documents, restricting viewing to certain departments or individuals. genisys also has a web component enabling remote users to access key customer information whilst out of the office.
genisys stores files in varying formats in a central database. Using smart, user customisable indexes, files can be searched in seconds. With a Windows® look and feel and its ability to link to CRM or accounts applications, users will find genisys document management software very simple to use. |
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| Summary of benefits - enhanced customer services |
- Streamlined client management
- Increased security for sensitive, confidential information
- Improved access to information – multiple users can access the same file simultaneously
- Reduced storage costs
- Improved business contingency planning as data can be stored electronically and off-site
- Easier document transmission via CD, fax, electronic mail or internet
- Reduced wear and tear on original documents
- Better health and safety in office environment
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| Castle Insurance relies on genisys software to manage its client files. |
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| Invensys uses genisys to scan and automatically index documentation using Optical Character Recognition (OCR) technology. Invensys Pensions uses the genisys system to store a full range of Pensions documentation. genisys has been uniquely configured with a desktop popup to provide users with quick and easy access to relevant pension documentation. |
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