THE JADU BLOG

Here's where you'll find lots of useful information about our customers' successes, product and partner news... and lots more!

All Posts

Personal notes and alerts coming soon in CXM

Personal notes and alerts will provide staff with additional information about a customer, when providing a service or talking to them on the phone.

We’re adding an exciting new feature to our Customer Experience Management service ‘Jadu CXM’ which will enable you to create notes / alerts on a customer profile. This will help your staff to be more informed when dealing with a customer’s case, or when simply talking to them on the phone.

Any important notes that need the attention of staff users, can be elevated to an alert. For example, if you have a customer who calls up and may need a little more support from your staff, such as a ‘hearing impairment’ - your staff member can give other members of staff a ‘heads-up’ that this customer may need some additional support.

Any notes created will be highlighted to staff users on all cases relating to the customer, as well as when accessing the customer’s record.

“Personal Notes will give your customer service teams a heads up about who's calling or requesting a service. Understanding a little bit about a customer's unique needs before and while you interact can make all the difference in a great customer experience”.

Watch this short video to show you how it works.

Person_notes__1_

 

Tom Nickalls
Tom Nickalls
CXM Product Owner.

Related Posts

Q&A with new(ish) PM All-Star, Sylwia Checinska!

What better way to give Technical Project Manager applicants an idea of what to expect here at Jadu than chatting with new(ish) PM All-Star, Sylwia Checinska?

The New Emergency Communications Module (for Jadu CMS)

Be it a natural disaster, accident, civil disturbance or terrorist attack - or any form of tragic or sombre event - the need for urgent, clear communication has been proven time and again to be of the utmost importance.

Sending Webhooks using rules in Jadu CXM

We are pleased to announce the release of an exciting enhancement to our webhooks feature within Jadu CXM, which opens more possibilities for you to use your data, and makes webhooks easier to work with. If you want to know more about webhooks then you might find it useful to read our previous post - ‘What are webhooks?’