[Video] Customer Service in the Metals Industry - Part IV
Managing vendor claims efficiently is crucial for delivering excellent customer service in the metals industry. In a video, a custom-built CRM Case module is demonstrated to simplify the process of submitting claim requests to vendors. The system allows users to initiate a vendor claim request directly from the case, select the vendor, choose relevant items, and submit the request in a few clicks. It automatically generates a Vendor Claim Request with a unique claim number, vendor details, and itemized claim information. The system also generates a preformatted Claim Document with all necessary details, eliminating manual data entry. Real-time financial tracking is provided, allowing for full visibility into claim-related costs. Integrating vendor claims into the CRM workflow improves efficiency and accuracy.
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