Customer Details

Customer Details

Get Instant Details of Your Inbound & Outbound Customers

Get detailed information about your customers on call based on their past interactions. Personalize your service and make your customers feel valued.

IVR SOLUTIONS VIDEO

Know Your Customers Better

Create Custom Note

Create Custom Note

Store some critical information about the interactions with your customers for future reference.
Centralize Your Contact Details

Centralize Your Contact Details

Access the information about your customer such as history, queries, purchase details, and preferences instantly.
Improve Customer Experience

Improve Customer Experience

Feed your agents detailed information about your clients and make your customers feel special.
What is the Customer Details Feature?

What is the Customer Details Feature?

Customer Details is a reliable feature that organizes and provides all the essential customer information in one place. Think of it like a different digital profile for all those customers who come into your contact which your agents can access instantly. Those profiles basically hold information like customer names, phone numbers, email addresses, records of past calls, chats, etc.

How does Customer Details Feature Works?

How does Customer Details Feature Works?

  1. Customer Data Collection
    The system enables you to gather all the major information through calls, forms, or CRM integration.
  2. Centralized Storage
    All customer data will be stored in a secure and centralized database.
  3. Real-Time Access
    When a customer calls you, you can instantly search for the customer by their contact name and access information in real time.
  4. Updates and Notes
    Based on the interaction you have with your customer, you can add more updates and notes for future reference.

4 Ways to Use Customer Details For Your Business

Resolve Issue Faster

All the information you need about your customer is at your fingertips. Your time won't go wasted in repetitive introductions of customers and their issues. So, dive straight into issue resolution.

Personalized Customer Experience

Greet your customers by name, reference past interactions, and provide tailored recommendations and service. Personalize your customer support and win your customers.

Manage Leads Properly

Prioritize and nurture your leads seamlessly with customer details. Allow agents to identify high-potential customers, track progress through the sales funnel, and convert inquiries into customers.

Improve Team Collaboration

Provide a centralized database to store your customer details promoting seamless collaboration between departments. Whether it's your sales, support, or marketing team, everyone can access updated and consistent information.
How to Access Customer Details Using AakashTel?

How to Access Customer Details Using AakashTel?

  • Stay logged In
    Stay logged into your account in AakashTel’s call center software solution.
  • Access Customer Details & Receive Call
    When your customer calls you, You can see their contact name or number in your dashboard. Based on the contact name or number displayed on the screen, Click on the “Insights” section where you can search the customer by their contact name or number to access all the stored information within a second.
  • Personalize Your Customer Service
    Now use that information to talk and build a meaningful connection with your customer.
Don't let customers hang (up).

Don't let customers hang (up).

Contact sales
FAQs

FAQs

Get your questions and confusions answered quickly. Feel free to contact us now for your unanswered queries.

Yes, go to the IVR setting on your AakashTel Call center solution. There you will be displayed the lists of your IVR, select the one IVR where you want to add your customized greeting. If you are setting up the IVR for the first time, “Add new IVR” and upload your customized greeting to it.

Click on the going call you want to transfer the call. You will be displayed with numerous options, click on the “transfer” button. Dial the extension number or phone number you want to transfer the call to and transfer the call.

Login to the AakashTel call center solution using your credentials. Click on the “Staff Setting” button, then go-to the Department section and create a department by clicking on the “Add New Department” button on the top right corner and assign a DID number for your department or team. Now go to “IVR” and then create a new IVR where you can assign extension numbers to each of your team or employees.

It depends on the number of users and the additional features you want in your IVR solutions. Explore our different pricing plans or reach our sales team to explore different options you have.

Here’s simple step-by-step process using our solution: Create a Campaign: Define the goal (e.g., promotion, feedback, reminders). Upload Contacts: Add a list of recipients’ phone numbers. Set the Message: Record or script the message you want to deliver. Schedule Calls: Choose the best time for calls based on the audience. Launch and Monitor: Start the campaign and track its performance through analytics like delivery rate and responses.