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Customer Story

    CRM - WHO GOT EM?
    Customer Story posted 10/23/08 by Arsen, last edited 11/06/08 by TrackVia , tagged TrackVia Solutions
    1659 Views, 3 Comments
    Title:
    CRM - WHO GOT EM?
    Summary:

    Who has build out a fully functinal CRM? Tell us the capabilities and functionalities that you developed within TrackVia.

    Arsen

    Comments

    • posted 10/24/08 by Chris Basham

      Great post Arsen!  I realize that we (TrackVia the company) are a bit of a unique case.  So, this will probably read a bit like an advertisement.  However, it's all true, and we can help you set up your account the same way!  I hope we'll hear from some of our customers who've also set up their TrackVia accounts as a CRM. 

      We at TrackVia use it exclusively for our CRM purposes.  For example, every trial that's created becomes part of a TrackVia database that we use to send our monthly newsletters (through TrackVia's email campaign service).  Opt-outs are automatically tracked in the database, so we avoid the problem of tracking our prospects and our mailing lists in 2 different places, which very often leads to re-emailing people who've opted out already.  Our account reps use this database to track the calls and emails that they place to their customers and prospects, which provides a nice way for us to keep on top of our customer outreach activites - by day, by week, by rep, by rep per day, etc.

      In addition, every support ticket is tracked in a TrackVia database, whether it was created through our support forms, through email, or through a phone call.  Each form and email submission receives an auto-reply to confirm that we've received the email, and that we're working on it.  So, we use our own product for all of our CRM needs, and we're happy to tell you more about it.  Just post a reply, or give us a call!

    • posted 10/27/08 by Roz

      We have a Trackvia form on our website, which our clients or potential clients can enter their information into.  That forms dumps that information into a Trackvia database, which we monitor and use to keep track of who is requesting what information.  It also allows us to put those names in our newsletter database.  All in all, it's a very efficient system!

      Roz

    • posted 12/19/08 by Phil
      WE use web reports a good bit - We have customers who fax over work orders, we generate a record in a trackvia database, then based on the customer chosen, the status of the job is updated to the bookmark I've provided with that particular customer so they can check the status of a work order... We also have equipment that we never have a good way to track the ROI of - it's a BREEZE now!! I used to sit and flip through paper - now I just run a report and discover! Sometimes a customer may want to obtain copies of documents related to a job we do, mainly because they lost their receipt - so, I build a report that only shows that job, email them the link and they can get what they're looking for...