Case Studies

Datalink Solutions delivers process and technology based solutions to streamline operations, reduce costs and accelerate go to market strategies. Leveraging Datalink's deep technical skills and reliable global delivery Model, Datalink helps businesses maximize returns on IT investments and achieve measurable results.

Customer Service Management

The Client
Mercer Advisors Inc - Customer Service Manager System by which consultant can schedule the consultation service online and manager his time and clients. Billing  Department gets the gets the immediate pop-up for his request and open completion of service invoice dispatch to the clients.
Requirements
The client wants the software to maintain the Consulting Service Request. It should have the facility to create, assign, Re-assign and Close the Service Requests. The client's consultant can manage their customer, billing, calendar and all various reporting online.
Solutions
Datalink team has made it possible for Admin to create new role based on pre-defined privileges. They will able to perform Create/ Change/ Delete/ View Consultants and Clients. Cross location functionality for the consultant assignment and re-assignment. Setup the consulting scheduling by call center for all Consultants with their clients. Datalink has provided functionality such as CSM (Customer Service Manager) Software, single step service request workflow, immediate inform at the time of Assignment or Re-Assignment, management popup for the pending request more than certain defined time period, billing and communication with other software, database independence architecture, role base implementation, multi level re-assignment and visualizing the current available consulting time and their assigned clients with status, various types of reports in RDLC format, setup creation using install shield.