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Heatmap for Customer Service processes

Automation potential

HIGH

Automation potential

MEDIUM

CHANNEL SPECIFIC COMMUNICATION BACK OFFICE (2ND LINE) OTHER
Phone Routine request fullfilment Invoicing queries
Chat Problem solving Claim handling
Email Routing to 3rd level teams Product/Service specific process
Portal
Apps

Process examples

KNOWLEDGE MANAGEMENT

Store and manage knowledge articles, training materials, and other resources to help customer service representatives quickly access information to resolve customer issues.

CUSTOMER INQUIRIES & COMPLAINTS

Track customer inquiries and complaints, and manage the associated documents such as customer correspondence, product manuals, and service agreements.

CONTRACT MANAGEMENT

Manage contracts, service agreements, and other legal documents related to customer service activities, ensuring compliance, and reducing the risk of legal disputes.

PERFORMANCE METRICS

Track customer service performance metrics, such as response times, resolution rates, and customer satisfaction scores, allowing managers to identify areas for improvement and measure the success of customer service initiatives.

WORKFLOW AUTOMATION

Automate routine customer service processes, such as ticket routing and assignment, approval workflows, and email notifications, increasing efficiency and reducing manual errors.

REQUEST ESCALATION

Track and escalate unresolved customer issues, and notify supervisors or managers when a certain threshold is reached, ensuring timely resolution and reducing the risk of customer churn.

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