Business area
Vision 365 for Customer Service
Handle customer requests, tickets and cases with the commercial and operational context behind them — contracts, deliveries and invoices are one click away, not in another system.
What your team can manage with Vision 365
A connected set of capabilities for handling customer requests from first contact to resolution.
Register requests and tickets
Capture every customer request in one place, with its history.
Work cases to resolution
Follow activities and cases through to a documented outcome.
See the full customer context
Open contracts, deliveries and invoices from the same record.
Coordinate with delivery
Involve the operational teams when a request needs execution.
Give customers self-service
Let customers follow their own requests and information.
Keep the documents together
Attach and find the documents related to each case.
Solutions used by Customer Service
Customer Service brings together capabilities from several Vision 365 solutions rather than operating as a separate application.
CRM — Customer Relationship Management
Customer records, contracts, invoicing and the customer portal behind every request.
Project & Service Management
Activities, cases and project work that follow up on customer requests.
ERP — Integrated Business Operations
Delivery and invoicing information needed to answer operational questions.
Intranet & Team Collaboration
Registration and retrieval of the documents attached to each case.
Modules used by Customer Service
The concrete Vision 365 modules behind the activities above, grouped by the solution they belong to.
CRM
Clients ManagementCustomer records, contacts and relationship context.
Sales Contracts managementsThe commercial contracts behind a customer request.
InvoicingCustomer invoicing connected to the commercial process.
Delivery ManagementDelivery information linked to customer activity.
Customer PortalCustomer-facing access to requests and relevant information.
Subscriptions & MembershipsPlans, recurring billing and renewals.
Project & Service Management
Activity and Cases ManagementCustomer-related activities, cases and internal follow-up.
Project ManagementCoordinated work when a request turns into a project.
Intranet & Team Collaboration
Documents Managements and RegistrationRegistration and retrieval of documents attached to a case.
How Customer Service connects with the rest of the business
One platform. Every step. No handoffs.
Common workflows
Typical connected processes supported by the Customer Service business area.
Request to case
Turn an incoming request into a case with an owner and a deadline.
Case to delivery
Involve the operational team when the answer requires execution.
Case to invoicing
Continue from a chargeable intervention into customer invoicing.
Case to knowledge
Keep the documents and the outcome available for the next request.
See Vision 365 applied to your customer requests
Explore how requests, cases and the commercial context behind them can work together in one platform.