Driving to work today, you remember that you have to contact your customer, Mike. You arrive at your desk and frantically look through all of your papers for the notes you took the last time you spoke to Mike. As you shuffle through your papers, you become more and more agitated because you just know you had these notes here SOMEWHERE! The clock is ticking and you need to make that phone call – but what were you supposed to do for Mike?
This is exactly why you need a Case Management process built on
- Manage all Cases on a single Dashboard
- Enter new Cases quickly
- Create tasks for each Case and assign each to the members of your team
- Track steps and resolution of cases
- Building a Knowledge Base that your team can use the next time this issue comes up
Check out this short video to learn more about
P2 Automation specializes in business workflow, data collection and workplace productivity using technology you may already own.
P2 Automation is a