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How does the entitlement field on the case form work?

User Scphantm
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Final answer:

The entitlement field on a case form is an element in CRM systems indicating the level of service a customer is entitled to. It is based on their service agreement and determines things like response time and access to resources or support personnel. This field enables CRM systems to manage support levels and case prioritization effectively.

Step-by-step explanation:

The entitlement field on a case form is used within customer relationship management (CRM) systems to determine the type of service or support a customer is eligible to receive based on their product or service agreement. This field typically refers to the level of support, resources, or response time that the customer is entitled to when they submit a case or need assistance.

For example, if a customer has a premium support plan, the entitlement field would ensure that their case is prioritized and they receive a faster response or access to more experienced support personnel. Each customer's entitlement level is usually based on their current contract or the specific products and services they've purchased. CRM systems use this field to make sure that customers receive the appropriate level of service, and it helps support teams manage their workload effectively.

In practice, the value set in an entitlement field can trigger workflows or rules that guide how a case is handled by the support team. It ensures customers get the appropriate attention to their needs, in line with their service agreement.

User Wups
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