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Products June 1, 2007
Online 401(k) Revamps Customer Relationship Management Platform
June 1, 2007 (PLANSPONSOR.com) - The Online 401(k)
has created a new version of its Customer Relationship
Management platform, so that it will be able to service more
clients without increasing costs.
Reported by Adrien Martin
According to a press release from the company, which provides full-service Web-based 401(k) plans for small and middle market businesses, CRM 2.0 automatically initiates an online inquiry submission which it then routes to the appropriate service representative.
Through the new platform, these submissions
also have the potential to be re-routed
interdepartmentally where appropriate.
CRM 2.0’s “Track-It” feature allows
clients to check the status of their submissions
throughout this routing process. If a submission requires
additional information from the client’s end, CRM 2.0
is also equipped with a “To-Do” function to
serve as an alert to the user.
CRM 2.0 also includes homegrown loan and distribution
wizards which now automate their previously manual and
arduous processes, which increase efficiency and workflow
processes, including those involving loan documents and
payment schedules in the loan wizard’s case and check
issuance in terms of the distribution wizard.
The status of all requests is available online as
well.
For more information visit http://www.theonline401k.com/ .