CUSTOMER SERVICE WORKBENCH

WorkWise ERP Manufacturing Software

Instant access to customer needs

Achieve the Highest Level of Customer Service

Where’s my order?

When will it be shipped? What other items can be substituted?

Why is the discount so low? Who gave you the original PO? Can I get a copy of the Acknowledgement right now?

Sound familiar?

Just another day in the life of a customer service rep. With the WorkWise ERP Customer Service WorkBench (CWB) every one of these requests can be answered and fulfilled instantaneously.

customer service workbench

Customer Service WorkBench Benefits

  • Access to every piece of relevant customer order data from quote to shipment
  • Extensive lookup ability using wild card approaches so that the smallest amount of information from the customer will suffice to get the answer needed.
  • Tracking of all net changes to orders to analyze and improve customer service.
  • Margin and commission data access with security authorization.
  • Access to a complete document archive for each order and /or customer to clear up issues and quickly email the customer requested information.
  • The complete history of all orders is available to be accessed by any metric needed, and the user can quickly compose an analysis for the customer or the president of your company to fulfill any request

Customer Service WorkBench Key Features

DRILL DOWN TO EVERYTHING

The Customer Service WorkBench provides drill down access to the entire customer demand process, from quotation through shipment and invoicing. Sales analysis with unlimited user defined groupings and drag and drop consolidation of data is a few clicks away.

TRACK WORKFLOW

Users are able to track the workflow of any order. In addition, users are provided with crucial order data at every step along the road to shipment, giving them a complete view of any customer order. Customer service reps are always prepared to help your customers.

MANUFACTURING INDUSTRIES WE SERVE

THE ORIGINAL ROLE-BASED ERP SOFTWARE

Role-Based ERP WorkBenches by WorkWise are an innovation that allows the user to assemble all the modules and applications necessary to fit a particular role or task into a single view. Everything is available in one view, sharing the items of interest with multiple functions.

MULTI-TIER EXCEL EXPORTS

Export any portion of the WorkBench to Excel, including multiple pages.

ADVANCED DRILL DOWNS

From one screen, quickly drill down to view invoice details and history

UNLIMITED SEARCH POTENTIAL

Create simple searches or specialized queries with advanced criteria.