Knowledge Base about Customers
A single place with all client information
The customers knowledge base is a place where all necessary information about your clients is stored. The Aura Business system organizes this data, making it easy to analyze and supporting daily work. Client records provide a valuable source of information about the entire history of cooperation with the client and ensure service continuity. The database guarantees order and quick access to key client information. Data stored in the system is secure, cannot be lost, and cannot be accidentally deleted by unauthorized persons.
Customer Testimonial
“We have been working with Questy almost since the beginning of our business. The tool we use through them is our primary work environment. It has an advantage over competitive products because it is quickly and efficiently adapted to our new challenges and includes only the strictly necessary functions for our daily work. We greatly appreciate the direct and efficient contact with our dedicated Questy representative and hope for further fruitful cooperation.”
Features of the Customer Knowledge Base
- Customers List: all customers are visible on a clear and flexible list with many filtering options.
- Contact Person List: allows tracking and performing actions on contact persons assigned to clients.
- Client Record: access to client data, documents, tasks, processes, opportunities, correspondence, and assigned items.
- Attributes: ability to describe each customers using custom attributes.
- Change History: full control over changes made in various areas of the customer's card.
- Management: manage record access for employees, sales blocks, and the verification process of new clients.
- Integration with GUS: automatically fill in some client record data using their tax ID (NIP) and integration with GUS.
- Customers Import: multiple options for adding clients – manually, via import, or through ERP integration.
Benefits of Implementing Aura Business - Customer Knowledge Base
- Full access to all essential client data.
- Up-to-date knowledge about the rules and history of cooperation with the client.
- Multiple options for creating new client records.
- Automations through integrations with GUS and ERP.
- Continuous control over changes in the client's record.
- Ability to perform multiple actions in one place.
Do you have greater needs and are looking for a tailor-made program?
Find out how the Aura Business system can support your company.
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