Success Stories

Print Communication and Print Content Strategy

Many companies still print decentrally and send print communications by mail. Whether contracts, deadline letters, data sheets, brochures, catalogs, or invoices – especially in times of declining print content, the costs are increasingly outweighing the added value for the customer.

This is where todo4teams can help. Organize and streamline all workflows related to print communication. Set up a central team that receives all documents and handles printing and mailing. Using todo4teams' open interfaces, print communication can be received on multiple channels simultaneously.

By centralizing print communication, you not only save massive costs, but also increase the transparency of print communication by giving all parties transparent access to the status of the transaction.

CRM Automation: Identify and Support VIP Customers

Our customers often take advantage of the option of clustering customers. Through its connection to a CRM system such as Salesforce, the customer can be quickly assigned to cluster A, B, or C and dynamically routed and prioritized. This allows your employees to focus on the most important issues at the moment, promises regarding response and reaction times are kept, and customer satisfaction increases.

Thanks to todo4teams' scripting capabilities, almost any CRM system with an appropriate interface can be connected.

But that's not all. An automatic note in the CRM about the customer's contact is also possible - if desired. And of course, after tickets are completed for VIP customers, actions such as notifying the customer via SMS can be triggered.

Structured Data in Service: Forms

The service world has become more fast-paced. Customers expect timely and personalized support, while product life cycles and pricing cycles are becoming increasingly shorter.

This requires a service center to operate more flexibly and quickly. There is no time for lengthy programming to establish new workflows and handle requirements that arise at short notice. With todo4eams, we have developed a solution that is unique and 100 percent adaptable to your requirements. Forms are a fundamental component of this.

Whether it's a marketing campaign, product support, customer service support, or contract management, todo4teams lets you quickly create a suitable form. Each form can be equipped with business logic, allowing you to securely and precisely manage the jungle of service processes.

Homepage Integration

Do you want to accept requests for customer service appointments on your homepage? Or requests for manuals? Or questions about your products?

Nothing could be easier. With todo4teams, it's child's play. These forms can be seamlessly integrated in a flash using todo4teams' REST API. This allows you to neatly channel all customer inquiries on your homepage and send them directly to the appropriate team. No searching for the right person. No wrangling over responsibilities.

Once the customer submits the form, it's clear which team will handle the request. For each request, the customer receives a ticket number under which he can ask questions at any time.

Trade Fair Support

Who hasn't experienced this? Countless contacts are made at a trade fair. Questions are jotted down on notes. Cell phone photos are taken. There are product inquiries. There are inquiries about collaborations. 

After the trade fair, all these inquiries must be processed. No more tedious follow-up work. Post all these requests directly in todo4teams, and processing can begin immediately in collaboration with the internal department. 

This leaves you free to focus on the most important thing at the trade fair – contact with your customers.

Monitoring and Escalation

In addition to all its unique capabilities, todo4teams also offers the ability to monitor itself. For example, it can keep an eye on expired tickets using time-controlled notifications. Freely definable escalation actions can then be triggered via scripts. The possibilities are virtually endless. It ranges from simply sending emails or text messages to controlling smart devices.