Retargeter Customer Information Management

Customer Quotes

"PhaseWare has made a significant contribution to the support staffs of our customer base. I’ve attempted to let some of them speak to specific points in this response, but I would also be happy to let you speak first hand to PhaseWare clients"

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Tracker Customer Information

Customer Information     Information Screens     SLA Tracking     Billing & Support Package Tracking

Features

Benefits

Add contacts such as sales or service personnel

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Quickly find the primary contact for a given customer, create multiple locations for that customer, or associate a contact with multiple customers. Measure cumulative activity for that contact. Create regions and assign customers to them.

Add unlimited products and assets

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There is no limit to the number of products or purchases associated with a customer; each can be tracked by license number, serial number, or activation key, simplifying analysis of problems or updates related to particular items. Each product can even be broken down into components and the components stored as a master list allowing easy import and customization to each customer. This is invaluable when your business requires monitoring large numbers of individual components.
Add unlimited support and maintenance packages

Each customer can have support packages tailored just for them. The needs of the customer can be met without constraining service agreement configurations.

Perform customer and contact searches

A customer or contact can be found using almost any information: name, customer ID, serial number, region, or any other identifier creating a flexible and simple way to call up the customer record.

Archive and maintain information

Information can be archived at any level desired: by individual location, by contact, by product or component, or by entire customer record.

  Archiving maintains data integrity and makes historical data available for analysis while keeping the customer record intact. Older incidents are available for analysis while preventing inadvertent changes to the record.
Establish Parent-Child records Enhances information handling for larger customers with multiple locations. Simplifies the activation of upgrades, maintenance of multiple sites, and tracking of multiple products within a customer record.