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Membership Software- MemberzPlus^TM - 360 View Screenshot

Mouse over any part of the image below for more details.

Tabs
These tabs switch between the common every day applications that the counselors may use. These have the ability to integrate other web pages or other client server applications by passing customer information directly.
Scripts
These scripts pop during when there is an opportunity for the customer. They can popup 'maximized' or popup and anchor themselves to the window and 'twinkle' until they are answered. Scripts are configurable with a drag and drop editor and offer a nearly unlimited number of options.
Icons
This section is configurable based on your needs. These icons highlight to show any significant activity within each business unit. As you can see, 23 is highlighted to alert the counselor of this members outstanding tenure.
Relationship Box
This box not only provides information, but deep links into the various membership components. Change the address, pay for the membership, add an email, add an associate member and update the member's web login and password are just a few features available here.
Contacts
View any communication with this membership whether it be leads or complaints. Visual queues such as icons help represent the type of contact as well as their status. This section is configurable by the counselor based on their own specific preferences.
Contacts
View any communication with this membership whether it be a lead, complaint or compliment. Visual queues such as icons help represent the type of contact as well as their status. Contacts contain not only security but workflow and are completely configurable.
Campaigns
View a list of mailers, emails, or even web campaigns we have delivered to this membership. Click on the icon to view a copy of the actual mailer sent to the customer or click to use the market code associated with the campaign and complete the transaction.
Quick Launch Buttons
Create a few buttons that allow your counselors to get to the business at hand quickly.
Business Line Box - ERS
This box reaches out to the call center application and displays the number of calls for each associate on the membership. If your permissions allow, click the details link on the corner to get the specifics.
Business Line Box - Member Services
Display a quick visual history of the purchases for this membership. If your permissions allow, click the details link on the corner to get the specifics.
Business Line Box - Insurance
Display a quick visual history of their insurance relationship for this membership. If your permissions allow, click the details link on the corner to get the specifics.
Business Line Box - Travel
Display a quick visual history of travels for this membership. If your permissions allow, click the details link on the corner to get the specifics.

Description

The 360 View is a consolidated view of the customer or member. It has the ability to pull information from numerous data sources and present that data without delay. Typically, the 360 view is comprised on the customer's relationship to the organization, transactional history, past contacts and a lifetime value. Selecting this information can deeplink you into the transaction system or present a more detailed drilldown view. Depending on your needs, this view can be taylored via permissions and business function to better suit the counselor.

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Ross Group Inc is an Equal Opportunity Employer, Affirmative Action Employer, Employee Owned Company.

Membership Software- MemberzPlusTM - 360 View Screenshot

Membership Software- MemberzPlus^TM - 360 View Screenshot