Every company that does business with other businesses (B2B) needs to maintain comprehensive and accurate information about each customer. Hornbill Service Manager provides a simple intuitive tool for recording information about each organisation.
Keep organization details including company information and logo, address and contact information, associated contacts, internal relationships, documents attached and of course a timeline of activities against that customer.
Expand the information you manage using custom fields and form layout features so you can optimise the system to hold exactly the right information about each customer.
Information about your customers can be made available to your workforce quickly and easily without complex configuration. Even users that are not Customer Manager users have visibility of the basic organisation and contact details.
One of the major benefits of the Hornbill Platform is the underlying collaboration capabilities. Hornbill Customer Manager takes full advantage of this by making conversations relating to your customers directly accessible in the Organisation record. This means that every internal conversation, and every conversation between you and your customer is recorded in the Organisation timeline, conversations against each contact are also rolled-up into the Organisation view to give you a complete history of activity relating to each customer.
While organisations are generally who your customers are, contacts are the people within these organisations that you will interact with. In Hornbill Customer Manager we call people associated with a customer organization “Contacts”. Maintain full contact information for each contact and associate them to organisation records. Contacts can be associated with more than one organisation allowing you to map even the post complex customer contact relationships.
Get full access to your customer and contact information on the move right in the palm of your hands. Easily find contacts, organizations and related information, activities and call back activities from any desktop or mobile device.
Expand Hornbill Service Manager to work as a B2B external customer service management solution. When Hornbill Service Manager and Hornbill Customer Manager are combined, a very powerful B2B Customer Relationship Management platform is created. Seamless integration includes making requests and tickets available directly within Organisation and Contact records and making it possible to easily configure moral access for individual contacts.
We offer a free implementation service called Switch-On which gets you integrated with Single-Sign-on, brings in your users and customer information as well as getting Hornbill applications and business processes configured, getting you up and running the same day with no fuss, no complicated or expensive installs and no need to find budget for consultancy services.