Employee Portal, which is being rolled out next week, provides data access through a Web browser, much like Onyx's portals for customers and partners. But unlike those products, Employee Portal also features a host of customer relationship-management tools intended to help front-office personnel do their jobs. Employee Portal lets users manage account information, track sales opportunities, create customer-service queues, and analyze customer data for market segmentation--functions usually found in traditional client-server CRM packages.
The new version of the software makes it possible to customize the portal content and tools--including external content and links to back-office applications--to match the user. While all front-office employees are interested in customer information, they're not interested in the same information. A salesperson may want to see prospects in a sales pipeline and projections for his or her territory, while a call-center rep might want to see how long customers are waiting on the phone, and whether their issues are being resolved. "Rather than giving our people a generic interface, we can customize those views to the way they work," says Doug Clawson, chief technical officer of NetUpdate Inc. NetUpdate, a Bellevue, Wash., application service provider, is implementing Employee Portal for its employees. The Onyx application will tie in with NetUpdate's Web software, which lets customers check their accounts and buy new services. By integrating that system with the Employee Portal, NetUpdate can see what customers have done on the Web when they dial into a call center. Other new features of the portal include customer-list management, product-record tracking, sales-literature ordering and fulfillment, integrated reporting, and workflow and alert capabilities. The portal is available immediately, starting at $30,000 for an Onyx Internet Server license, and $2,500 for each concurrent user.
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Insurance Providers: Improving Customer Retention through the Contact Center
Customer experience is a big deal for the insurance industry, and doing it right has never been more critical than now. In fact, Nationwide Insurance found that a 1% increase in customer retention increased annual premiums by $1 million. In order to master providing a consistent – and consistently positive – customer experience, insurance companies must rebuild their contact center operations around the customer. The problem? Desktop complexity in the insurance contact center, which is particularly prevalent in the insurance industry. Some insurance companies have more than 20 applications and tools on the desktop. That means that CSRs, who are supposed to provide quality and timely service to customers on each call, end up navigating through dozens of non-integrated applications. The good news is that implementing a unified desktop in the contact center will help insurers overcome all of the above-mentioned challenges, giving the CSR that fully integrated view of each customer. A unified desktop solution is the quickest and most efficient way to improve customer retention while reducing your cost of operations – it’s the insurance policy you need to keep your customers’ business for years to come.

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