Customer Services Display

Services Quick Display is a simple slide-out panel that shows certain card agreement types or user fields and whether or not a customer is enrolled in them or how many of their accounts are enrolled in them.  These agreement types and user fields normally require multiple clicks to navigate to, so the difficulty of checking if a customer is enrolled in certain services is decreased. This results in quicker, more informed cross sales, referrals, and recommendations for the customer from the front line, with a simple red colored field (customer does not have) or green colored field (customer does have).

Benefits

Reduce frustration and increase cross sales across the board with our simple slide-out panel.

• Cross sales across organization will increase
• Customer turnaround time will be reduced
• Frontline frustrations when getting customer's overall picture is reduced
• Quickens ability to assist and make recommendations to customer