Workflow for Non-Technical Business Managers

The NeoCRM Customer Journey solution enables you to choreograph every interaction your customer relationship professionals have with your customer and supplier stakeholders. You can also track your customer’s progress through the evaluation, selection, purchasing and on-boarding steps of their journey with you. By automating these business processes using your existing NeoCRM deployment, you ensure everyone is working together and is informed about what actions to take at every step along the way. The result: you accelerate the customer’s progress, deliver improved satisfaction and enable your employees to stay on top of their game. It’s a win-win for everyone.

Getting Started is Easy

Non-technical professionals can now create customer journey process templates – with no help from IT! Your professionals can simply leverage the easy-to-use, visual guide that shows what activities need to be performed for every customer interaction.

Make CRM the engine that drives a better, more seamless customer experience.