Category Archives: Self Service

Customer Retention: The forgotten domain? Part – II

In the last post Customer Retention: The forgotten domain? Part – I, we saw how most companies goof-up on their customer service practices. Now let’s take a look at how companies can save millions of dollars just by taking proper care of their current customers. Do Customers really like to leave their current service providers? (Source… Read More »

SAGE CRM Self Service Control Session Expiration

Self-service applications help passing on ticket logging task in customer’s hand. However these portals are tightly integrated with your SageCRM database which needs to be secure no matter what. Hence it is necessary that we kill the inactive sessions of self-service user logins which improves security as well as performance. SageCRM provides parameter auto logout… Read More »

Download Documents from Self-service site

Sage CRM user can attach and view documents from documents tab as shown below. Documents tab is available in for Company, Person, Cases, Opportunities and Communications entities. In terms of Self-services, Self-service site is designed to have Customer cases. Recently one of our customers came up with a requirement to allow Self-service user to view… Read More »

Export to Excel and Export to PDF functionality on Sage CRM Self Service lists

Sage CRM Self Service allows customers to access information or request services and support over the Web whenever they want. Customers can directly receive information based on their preferences, requests, and history through self- service portal. Read our other Self-service offerings at the end of this post. Sage CRM user can export data into Excel/PDF/CSV… Read More »