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Priority ERP for Customer Service

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Code: #23921

Supplier: Priority Software

A fully integrated end-to-end customer service module, Priority ERP enables you to deliver goods to customers faster, improve productivity, and implement inventory control. Priority Customer Service helps fosters better customer communication through reliable lead, opportunity, and quote tracking, all the tools you need to engage with your customers, and deliver fast and efficient service and support.


  • Priority’s Customer Service module helps you build, strengthen and maintain your most valuable business asset – your customers. At Priority, we understand the importance of reliable customer service, and how it can be a defining factor in your business success.
    The fully integrated customer service module helps your organization to maximize opportunities, and retain high-value customers to enhance revenues and profit, by organizing and automating the entire customer experience through quick problem resolution. Priority ERP gives you a holistic view of your customers, with real-time visibility and tracking of sales orders, physical distribution of goods, billing, and invoicing. Priority tools enable company management to process sales forecasts, orders, plan shipping schedules, and more, to deliver goods on time – and on budget.
    Customer issues and queries can be reported by the customer via Priority‘s Customer Service web portal, or by your service & support teams, using Priority‘s Call Center reporting functionality. Call center reps can keep track of open service calls, call assignment, escalation status, related communications with the customer, and follow-up calls, to enhance the customer experience, and delivery quality and timely service and support.

  • Knowledge Base
    Priority’s customer service module is fully integrated with your organization’s existing knowledge base, aggregated customer, sales, product and delivery data, FAQs recorded in Priority, and more, from multiple sources within your organization, and from third-party suppliers, making this information accessible to service center reps, sales teams, and other internal stakeholders. The knowledge base collates and stores this information, to provide your customers with immediate response and problem resolution.
    Manage and enhance your company's interactions with its customers, with integrated support for seamless communication with your customers via a web portal, email, and instant messaging, including synchronizing emails directly from Gmail or Outlook to the appropriate service call.
    Account Management
    With Priority‘s dedicated customer account management tools, you’ll get a holistic, real-time view of your customers, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging, and more. Priority account management provides all the tools and strategies you need to build and maintain relationships with current and potential customers.
    Price Quotes & Orders
    Priority’s customer service module conveniently displays product catalogs, including images, with the ability to update quotes and easily convert them into orders, bill your customers and manage received payment, including access to up-to-date customer credit information. With Priority ERP, you can view up-to-date customer ledger and aging data, and make better-informed business decisions.
    Field Service Management
    Priority offers comprehensive field service management tools to support offsite technicians and sales reps on-the-go, with full system functionality from any mobile device or tablet. Benefit from real-time transfer of service calls, via text message or similar, directly to field technicians, and real-time tracking of service call responses from when a technician is on route to your customer.
    Field Service App
    Priority supports offsite service call management via the system’s built-in BPM. Field service technicians can immediately access previous service call history with convenient Plug & Play functionality, displaying real-time information via pop-up notifications on their mobile device or tablet. Full support for opening new service calls on site, warranty handling, part replacement, attachments/photos of a damaged part, digital customer signature, GPS coordinates, and more. Easily generate field service reports including inventory management, replenishment, and opening purchase order requests for spare parts used during servicing.
    Customer Surveys
    With Priority ERP, you can automatically assign tasks and/or surveys for service call summary reports and contract review checklists, and access and conduct customer satisfaction surveys, including digital customer signature and service call location, from any mobile device or tablet. Easily report progress on service calls, customer-related tasks, meetings with customers, and more – all on a single platform.

  • - Control and optimize customer lifecycle
    - Access real-time customer information
    - Real-time reports and analytics
    - Automate customer service center
    - Facilitate customer retention