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Tracker Customer Information
Overview Customer Information
Information Screens
SLAs Tracking
Billing & Support Package Tracking
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Features
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Benefits
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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.
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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.
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Add unlimited support and maintenance packages |
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Each customer can have support
packages tailored just for them.
The needs of the customer can be
met without constraining service
agreement configurations.
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Perform customer and contact searches |
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A customer or contact can be
found using almost any
information: name, customer ID,
serial number, or any other
identifier creating a flexible
and simple way to call up the
customer record.
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Archive and maintain information |
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Information can be archived at
any level desired: by individual
location, by contact, by product
or component, or by entire
customer record.
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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. |
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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. |
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"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"
More Quotes
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| © 2008 PhaseWare, Inc. All Rights
Reserved. |
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