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What impact does
ISSUE MANAGEMENT
have on your company?
www.sopondemand.com
Learn more about issue management:
www.esker.com
Handle customer issues
the smart way
With Esker, CSR teams can manage customer issues while maintaining full process visibility, from order creation
to product reception. Using the same interface as their customer orders, CSRs have the ability to log,
track and manage every claim — improving efficiency by completely automating issue management workflows.
Esker’s dashboard metrics provide clear and up-to-date information on the number of complaints awaiting resolution.
Consolidated reports enable managers to accurately analyze, detect and quickly fix “problem areas”
in the process, which directly impacts financial performance and customer satisfaction.
SHIPPING ADDRESS: OK √
REFERENCE ADDRESS:
OOPS, THIS ONE’S WRONG;
NEED TO CORRECT IT.
TOTAL AMOUNT: OK √
Issue Details
------------------------------------------------------
-----------------------------------------------
--------------------------------------------------------------
Solution
----------------------------------------------------------------------------------
---------------------------------------------------------------------
------------------------------------------------------------------------------------
----------------------
|
Issue Details
------------------------------------------------------
-----------------------------------------------
--------------------------------------------------------------
Solution
----------------------------------------------------------------------------------
---------------------------------------------------------------------
------------------------------------------------------------------------------------
----------------------
ApproveReject
Manager
ABC PHARMA: MONTHLY QUALITY REVIEW MEETING THE FOLLOWING WEEK.
A NEW CUSTOMER ISSUE IS CREATED AND SENT TO THE MANAGER FOR APPROVAL. IN THIS CASE,
A REPLACEMENT PRODUCT WILL BE SHIPPED OUT IMMEDIATELY FOR SAME-DAY DELIVERY WITH A 10% DISCOUNT.
ABC PHARMA: WEDNESDAY MORNING, 6:04 A.M.
OUR DASHBOARDS
CLEARLY INDICATE THAT
WE HAVE A PROBLEM WITH OUR
DELIVERY SERVICE. THIS IS THE THIRD
TIME WE’VE EXPERIENCED PROBLEMS.
WE NEED TO CHANGE DELIVERY
COMPANIES OR I’M WORRIED
WE’LL LOSE CUSTOMERS.
BASED ON THESE
DASHBOARDS, WE CAN SEE THAT
OUR NUMBERS ARE UP THIS QUARTER,
BUT IF WE CAN’T DELIVER PRODUCTS
ON TIME AND IN THE BEST CONDITIONS,
WE’RE SABOTAGING
OUR PROGRESS.
ADVENT MEDICAL DISTRIBUTORS: MONDAY MORNING, 9 A.M.
EVERYTHING LOOKS
GOOD TO ME.
ORDER’S ALREADY
IN THE ERP SYSTEM.
SENDING DELIVERY
NOTIFICATION.
ADVENT MEDICAL DISTRIBUTORS: WEDNESDAY MORNING, 9:30 A.M.
YES, DAMAGED!
I’M SENDING YOU
A PHOTO RIGHT NOW.
I NEED MY ORDER
REPLACED ASAP.
I AM SO SORRY. WE WILL TAKE
CARE OF THIS IMMEDIATELY, AND
REST ASSURED, IT WON’T HAPPEN
AGAIN. YOUR BUSINESS IS
EXTREMELY VALUABLE TO US.
GREAT, JUST IN TIME.
THANK GOODNESS THEY
WERE ABLE TO TAKE CARE OF
IT SO QUICKLY AND EXTEND
A DISCOUNT FOR THE
INCONVENIENCE!
ADVENT MEDICAL DISTRIBUTORS: WEDNESDAY AFTERNOON, 4:30 P.M.
A day in the life ...
TIME TO PREPARE
OUR NEXT SHIPMENT FOR
ST MARY'S HOSPITAL —
LOOKS LIKE WE'RE RUNNING
LOW ON TEST TUBES.
BETTER PLACE AN ORDER
THIS MORNING.
ABC PHARMA: MONDAY MORNING, 9:18 A.M.
HERE'S A NEW
ORDER FROM ADVENT
MEDICAL DISTRIBUTORS.
LET'S GET THIS PROCESSED
IMMEDIATELY.
,
Does your company suffer from any of these pains?
§ Multiple and/or complex issue management systems
§ Poor communication between services
§ Little to no customer issue follow-up
If so, it’s likely you’re also dealing with:
§ Errors resulting from manual claims handling
§ Frustrated customers lost to competition
§ Damaged reputation and financial losses
What can be done? Esker’s Order Processing solution features an
electronic issue management tool that eliminates these common pains
and improves global customer satisfaction. Continue below to find out
how!
CUSTOMER
ISSUE
MANAGEMENT
ORDER
MANAGEMENT
ISSUE
MANAGEMENT
REASONS FOR ISSUE ARE
ANALYZED & FIXED
ISSUE
IS RESOLVED
CSRs RECEIVE ORDERS
IN ANY FORMAT
CUSTOMER
COMPLAINS
ISSUE IS CREATED
EXCEPTION DETECTION
& APPROVAL
ARCHIVE & ACCESS
WHEN NEEDED
DATA IS
ANALYZED
DATA ACCURACY
IS VERIFIED
RELEVANT DATA
IS EXTRACTED
FOLLOW-UP
IS CONDUCTED
How issue management works
ESKER
AUTOMATICALLY
READS, EXTRACTS,
CHECKS DATA
AND PRESENTS
THE ORDER
TO THE CSR,
ENABLING HIM
TO DETECT
DISCREPANCIES
OR ERRORS
BEFORE VALIDATION.
Benefits
A win-win situation for both your company and customers:
IMPROVED
CUSTOMER SERVICE
HAPPIER STAFF
MEMBERS
FULL PROCESS
VISIBILITY
CUSTOMIZED
WORKFLOWS
RAPID
IMPLEMENTATION
ONE
COLLABORATIVE
INTERFACE
REAL-TIME KPIS
& DASHBOARDS
YOU’VE GOT TO BE
KIDDING? THEY CAN’T BE
SERIOUS. THIS IS TOTALLY
UNACCEPTABLE. JUST WAIT
UNTIL THEY HEAR
FROM ME.
LEVERAGE PAST
SOLUTIONS
HIGHER
SATISFACTION RATES
Using the same Esker interface where orders are processed, companies can extend automated
efficiencies to customer issue management — streamlining all essential phases of their process.

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Customer Issue Management [Infographic]

  • 1. What impact does ISSUE MANAGEMENT have on your company? www.sopondemand.com Learn more about issue management: www.esker.com Handle customer issues the smart way With Esker, CSR teams can manage customer issues while maintaining full process visibility, from order creation to product reception. Using the same interface as their customer orders, CSRs have the ability to log, track and manage every claim — improving efficiency by completely automating issue management workflows. Esker’s dashboard metrics provide clear and up-to-date information on the number of complaints awaiting resolution. Consolidated reports enable managers to accurately analyze, detect and quickly fix “problem areas” in the process, which directly impacts financial performance and customer satisfaction. SHIPPING ADDRESS: OK √ REFERENCE ADDRESS: OOPS, THIS ONE’S WRONG; NEED TO CORRECT IT. TOTAL AMOUNT: OK √ Issue Details ------------------------------------------------------ ----------------------------------------------- -------------------------------------------------------------- Solution ---------------------------------------------------------------------------------- --------------------------------------------------------------------- ------------------------------------------------------------------------------------ ---------------------- | Issue Details ------------------------------------------------------ ----------------------------------------------- -------------------------------------------------------------- Solution ---------------------------------------------------------------------------------- --------------------------------------------------------------------- ------------------------------------------------------------------------------------ ---------------------- ApproveReject Manager ABC PHARMA: MONTHLY QUALITY REVIEW MEETING THE FOLLOWING WEEK. A NEW CUSTOMER ISSUE IS CREATED AND SENT TO THE MANAGER FOR APPROVAL. IN THIS CASE, A REPLACEMENT PRODUCT WILL BE SHIPPED OUT IMMEDIATELY FOR SAME-DAY DELIVERY WITH A 10% DISCOUNT. ABC PHARMA: WEDNESDAY MORNING, 6:04 A.M. OUR DASHBOARDS CLEARLY INDICATE THAT WE HAVE A PROBLEM WITH OUR DELIVERY SERVICE. THIS IS THE THIRD TIME WE’VE EXPERIENCED PROBLEMS. WE NEED TO CHANGE DELIVERY COMPANIES OR I’M WORRIED WE’LL LOSE CUSTOMERS. BASED ON THESE DASHBOARDS, WE CAN SEE THAT OUR NUMBERS ARE UP THIS QUARTER, BUT IF WE CAN’T DELIVER PRODUCTS ON TIME AND IN THE BEST CONDITIONS, WE’RE SABOTAGING OUR PROGRESS. ADVENT MEDICAL DISTRIBUTORS: MONDAY MORNING, 9 A.M. EVERYTHING LOOKS GOOD TO ME. ORDER’S ALREADY IN THE ERP SYSTEM. SENDING DELIVERY NOTIFICATION. ADVENT MEDICAL DISTRIBUTORS: WEDNESDAY MORNING, 9:30 A.M. YES, DAMAGED! I’M SENDING YOU A PHOTO RIGHT NOW. I NEED MY ORDER REPLACED ASAP. I AM SO SORRY. WE WILL TAKE CARE OF THIS IMMEDIATELY, AND REST ASSURED, IT WON’T HAPPEN AGAIN. YOUR BUSINESS IS EXTREMELY VALUABLE TO US. GREAT, JUST IN TIME. THANK GOODNESS THEY WERE ABLE TO TAKE CARE OF IT SO QUICKLY AND EXTEND A DISCOUNT FOR THE INCONVENIENCE! ADVENT MEDICAL DISTRIBUTORS: WEDNESDAY AFTERNOON, 4:30 P.M. A day in the life ... TIME TO PREPARE OUR NEXT SHIPMENT FOR ST MARY'S HOSPITAL — LOOKS LIKE WE'RE RUNNING LOW ON TEST TUBES. BETTER PLACE AN ORDER THIS MORNING. ABC PHARMA: MONDAY MORNING, 9:18 A.M. HERE'S A NEW ORDER FROM ADVENT MEDICAL DISTRIBUTORS. LET'S GET THIS PROCESSED IMMEDIATELY. , Does your company suffer from any of these pains? § Multiple and/or complex issue management systems § Poor communication between services § Little to no customer issue follow-up If so, it’s likely you’re also dealing with: § Errors resulting from manual claims handling § Frustrated customers lost to competition § Damaged reputation and financial losses What can be done? Esker’s Order Processing solution features an electronic issue management tool that eliminates these common pains and improves global customer satisfaction. Continue below to find out how! CUSTOMER ISSUE MANAGEMENT ORDER MANAGEMENT ISSUE MANAGEMENT REASONS FOR ISSUE ARE ANALYZED & FIXED ISSUE IS RESOLVED CSRs RECEIVE ORDERS IN ANY FORMAT CUSTOMER COMPLAINS ISSUE IS CREATED EXCEPTION DETECTION & APPROVAL ARCHIVE & ACCESS WHEN NEEDED DATA IS ANALYZED DATA ACCURACY IS VERIFIED RELEVANT DATA IS EXTRACTED FOLLOW-UP IS CONDUCTED How issue management works ESKER AUTOMATICALLY READS, EXTRACTS, CHECKS DATA AND PRESENTS THE ORDER TO THE CSR, ENABLING HIM TO DETECT DISCREPANCIES OR ERRORS BEFORE VALIDATION. Benefits A win-win situation for both your company and customers: IMPROVED CUSTOMER SERVICE HAPPIER STAFF MEMBERS FULL PROCESS VISIBILITY CUSTOMIZED WORKFLOWS RAPID IMPLEMENTATION ONE COLLABORATIVE INTERFACE REAL-TIME KPIS & DASHBOARDS YOU’VE GOT TO BE KIDDING? THEY CAN’T BE SERIOUS. THIS IS TOTALLY UNACCEPTABLE. JUST WAIT UNTIL THEY HEAR FROM ME. LEVERAGE PAST SOLUTIONS HIGHER SATISFACTION RATES Using the same Esker interface where orders are processed, companies can extend automated efficiencies to customer issue management — streamlining all essential phases of their process.