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Almost OOB Customer Service System idea

Last post 10-09-2008 10:04 AM by fd2000. 2 replies.
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  • 01-10-2008 10:57 AM

    Almost OOB Customer Service System idea

    I'm planning presentations and demos for our company who are thinking of using Sharepoint. So I'm brainstorming possible applications of sharepoint. Here's one

     If it were possible to store and tag mutliple types of information (I think these can all be done from sharepoint) such as:

    • Business Intelligence Reports (Company Credit KPI, etc)
    • Contact information
    • Documents and Spreadsheets
    • E-mails and their conversations filed with metadata
    • Blogs, Notes discussions
    • Any Lists related to the Customer (such as past transactions)

    Then you make a single page with all the information in seperate web parts filtered by a specific piece of metadata (Such as Customer). You then have a different page for each Customer. Now I don't fully understand Customer Service Systems, but wouldn't this be the start of a very basic Sharepoint Customer Service System totally out of the box?

     One thing I have been thinking that may need more work is found at this link: http://www.sharepointu.com/forums/t/2170.aspx Which would be the ability to have the views filter information Dynamically. This would mean you wouldn't have to create a new page for each Customer. Just create one page and have a list of Customer names. On the Customer Service page you'd be able to select from a list of Customers and see all the relevant information. (If anyone has any ideas on how to achieve this, feel free to post in either thread)

    What do you all think?

  • 01-13-2008 5:40 AM In reply to

    Re: Almost OOB Customer Service System idea

    Hi,

    Sorry for the advertising - but I believe this will help you in your demo -

    we have a SharePoint Tagging solution -It is designed to do exactly what you require.

    please let us know if this one helps,

     

    thanks

    Uri

  • 10-09-2008 10:04 AM In reply to

    Commercial tagging extension for SharePoint

    Check out:

    http://www.sharepartxxl.com/products/taxonomy/default.aspx

    for tagging with centrally managed cross-site tree-stype categories.

    If the content is tagged once you can browse the knowledge network using additional navigations, e.g. category tree, A-Z index directory, tag clouds, related item links etc. - independend from the item's storage location.

    Regards, Frank

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