Excel Energy Technologies Improves Customer Service with Soffront CRM

By Anuradha Shukla

TMCnet Contributing Editor

 

Excel Energy Technologies, Ltd. has implemented Soffront CRM as a hosted application to improve customer service and better track customer information.

Soffront CRM software has improved Excel’s ability to track customer data and act more quickly and efficiently on that information. Excel can now keep more detailed records and compile comprehensive reports in less time.

The flexibility of the Soffront’s software enables Excel to easily change cosmetic items on the desktop to meet individual preferences. The company can also customize the software to meet additional functionality requirements, such as adding fields to tables to denote the status of monitored equipment.

Since Excel has a geographically dispersed workforce, they required a web-based solution where employees can easily access Excel’s ticketing system via the Internet   regardless of location.

“We can easily link drawings, spreadsheets, emails, devices, sensors, and reports to a customer’s account. All of the tracked information about the customer, down to the serial number on a piece of equipment, is automatically linked to that customer,” said Customer Service Manager, Excel, Randy Crow in a press release.



“This capability saves us a tremendous amount of time and provides us with valuable information that is easy to access,” he added.

Soffront provides end-to-end, fully integrated CRM solutions spanning sales, marketing, customer service and employee help desk.

Excel provides a fully-integrated enterprise system to manage and monitor key equipment such as HVAC, refrigeration, and lighting at several sites for national chain businesses.

For more information, visit Excel Energy Technologies, Ltd or Soffront.

---------

Anuradha Shukla is a contributing writer for TMCnet covering call centers, CRM and information technology.