Customer Management

Purpose

This document is a work in progress about the customer management

This list functionalities available to Dev/Sales team once they login to portal

Customer Management

Creating and Managing Customer Profiles

Objective: Creation and management of customer profile

Features:

Create customer profiles through email send or manual registration

View and edit profil

Name/nickName

Email

Phone number

Other contact data (Team ? Zoom ?)

Password

Add internal note

Track interaction history

Creating and Managing Company

Objective: Creation and management of company profil

Features:

Create company profile manually

View and edit profil

Company email

Company phone number

“Personal” account linked

Number of credit

Add internal note

Interaction history

Data Analysis

Objective: Analyze customer interactions and sales data

Features:

Access interaction history

Track and record each customer interactions on portal (looking for product X or Y)

Analyze customer preference (Statistic)

Identify customer engagement based on Trial to Final product

Review sales data reports

Generate reports on sales performance ( DataDog Trial to Full / Trial to Full)

Manage reminders for license expiration

Add automated reminders for internal mail

Track follow-up communications with customer (Email reading and copy)

Stat about timely renewal and customer retention

Email Management

Objective: Send or Pre-Bake email

Features:

Create template for Mail (product/promotion/update)

Send global or selective emails from template or clean

Feedback and Documentation Management

Objective: Handle customer feedback and maintain product documentation.

Features:

Categorize feedback into statuses like New, Read, Denied, or Done.

Update and manage links to product documentation and wiki resources

Product Catalog Management

Objective: Keep an updated product catalog

Features:

Update and manage product

Provide detailed descriptions and specifications for each product

Create license packages