Answering Client queries can be a very complex thing to do. It might involve various images, executable files, patches, add-ons, up-gradations and so on along with the help of written text to be able to solve a client query effectively. Having been in the Client servicing industry for over a decade now, we understand this… Read More »
The knowledge base is the crux of CRM Self Service Portal. It is designed in such a way so as to save time of both the End-Users as well as our Clients. An alert and proactive Admin is the key to a well maintained and effective Knowledge Base. It should be the Admin’s prerogative to… Read More »
In practical world, one size doesn’t fit all and we understand the need of organizations to customize. To give our Clients the freedom of customization, we have provided them with an ‘Add Custom Page’ field that allows the Clients to add ‘Custom Pages’ to the portal. This particular field can be found in the drop… Read More »
To assist the end users of our Clients, we have provided the facility of downloadable files on CRM Self Service Portal. The download section supports various file types giving you the leverage to use different file varieties in the section. We also provide you with the facility of linking knowledge base sections with related downloadable… Read More »
A Self Service Portal wouldn’t be as powerful if it didn’t come with CRM integration. Keeping in mind an organization’s need to have the Self Service Portal synced with their CRM system, we have set out to integrate CRM Self Service Portal with all the major CRMs that are globally used. Currently, CRM Self Service… Read More »
After real-time, bi-directional Sage CRM integrations for Sage 100, Sage 500, Sage 300, Sage Pro we are glad to release soon GUMU™ integration solution for Sage ERP X3 and Sage CRM. We will keep updating information about this on our blog and web page. This is first in series of our blogs on GUMU™ for Sage CRM –… Read More »
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 »
This post is brought to you by Greytrix’s upcoming Self Service portal. Follow our twitter handle, @selfservicecrm to get more updates As organizations chase new ways of wooing new customers to improve their bottom lines, are we missing out on a surefire way of boosting profit margins: Customer Retention? Companies might be happily adopting the… Read More »
Sage CRM is a license product and every license product has its expiry. However, if Sage CRM license key get expired, one can easily obtain new key from Sage Partners/Resellers. Now, the next step is to activate the License keys for Sage CRM. There are 3 ways user can change the License keys of Sage… Read More »
Recently I came across a requirement from client wherein I have to sort selection fields alphabetically which comprise of approximately 400-450 selection options in it. If it would have been fewer records then probably I would have done it by going into CRM and then change the order of fields at the field level. So… Read More »