For Healthcare Business, what type of information can be storred on Customer Plus Plus cloud crm?
Call Type: Pre-sale Support
Call Reported On: 3/27/19
Products supported: Customer Plus Plus cloud crm
Use Case:
Agent: Hey, I work for First Data, and we sell the clover devices that partner with you guys. We are trying to set up a call with a customer of mine that may potentially use your solution. I just wanted to see if you have anybody available to walk them through a quick demo, maybe a 15-20 minute call, to get a view of how it looks. Is that something you guys do?
Solution Proposition:
CSI Works: Of course, absolutely, we are always happy to talk to prospective customers all day long. I would be happy to take the call now. What app are you considering?
Agent: The cloud crm-Customer plus plus.
CSI Works: What specific questions do you have?
Agent: My client is working at a healthcare facility and wants to be able to use this app to create a profile on them, so whenever they purchase or donate he can pull up their name, address, and credit card information. He wants these profiles to be stored there so he could possibly do recurring charges.
CSI Works: Absolutely, we can do that.
Agent: Yeah I thought so but i thought it was best to just set up a call.
CSI Works: Of course, we’d be happy to take a call to answer their questions.