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