Effective date: 3/28/2017 Welcome to Handle CRM and Handle Inventory by CustomerTRAX (“Handle CRM”, “we,” “us” or “our”, “App”). Handle CRM is a simple, smart, and speedy solution designed to help businesses manage their customers and information. This privacy
We are proposing a new screen to capture information faster and streamline processes. This short video will highlight some of the key changes. Plus, additional screen shots are below. One button and tab to end them all… + Select
Account Plan is used as a part of Account Profiling (Accounts Organizational and Purchasing Profile, Partners, and Account Scorecard). The Account Plan provides a template to assess and setup next steps. Create Account Plan Creating a new Account Plan is
Account Scorecard is used as a part of Account Profiling (Accounts Organizational and Purchasing Profile, Partners, and Account Plan). Account Scorecard provides a methodology for assessing where you are at and areas to improve with a customer. Create Account Scorecard
What is the value of a CRM? This can be difficult to answer as it ranges greatly based on the business and the fact that CRM can mean a lot of different things. However, in almost all scenarios there is
After identifying an opportunity, there may be many steps leading up to closing a sale. Additionally, there can be several more to deliver what is sold. One of the key places a CRM can provide value to an organization is
Coordinate your campaigns by sales territory To create a search based on territory or assignment: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically. Assignments are listed under ‘Record Managers’. Territories are typically
Dissect past payment and financial spending to qualify your buyers To create a search based on financial spend: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically. The financial fields will be appended with ‘(AREC)’.
Select one or more Market Segments to focus your communication by industry To create a search based on markets segments and account profile info: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically.
Create special promotions based on past equipment purchases To create a search based on customer’s past purchases: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically. The account equipment fields will display “(Equipment)”
When discussing inventory with a customer, you can configure your views to show or hide costs. When ‘Costs’ are hidden, they will be removed from the following views: Search results grid Stock unit detail – Pricing group Stock unit detail
Offline synchronization and searching Create saved searches of anything in desktop version of Handle and enable them offline in our mobile app Add ability to use keyword search while offline – Offline on mobile Several field enhancements (decimal support, auto-clear
Pending Release Track accounts that are overdue for contact. Past due color coding (Class column in smart grid) can be configured to adjust based on any customized formula. As of today, the overdue indicator is based on scheduled sales call. We can
Pending Release View inventory stock unit notes in the search results grid. See at a glance the most recent notes entered on that unit. Customize results grid to change the order and display the notes fields you want to see.
Pending Release Handle has several built in reports to analyze and review your data. External report links can be used in place of default reports. We can add additional items to the reports screen that can be configured to point
Pending Release Exporting to excel no longer requires saving to .csv file – open directly. The smart grid export feature enable the browser to either open the file or save it, regardless of how many search results there are.
Pending Release The JDQuote Integration in Handle has many new improvements: Select EQUIP CKC We previously added the ability to pick the CKC id’s from other quotes that are linked to accounts, in addition, we’ve now added any CKC id’s
Pending Release Coach your team to success by discussing yearly performance objectives, leadership qualities, company values, successful behaviours. Set Career development plans, goals, and review them quarterly to keep everyone on track. By setting goals and reviewing progress on a
Pending Release Whether it’s financial, strategic, or just private, confidential information needs to be kept track of for accounts your organization serves. Private Notes are a way to set up restricted access to this sensitive information. Managers can have private discussion
Pending Release Opportunities are designed to track any potential sale. Many times, you may not have exactly what the customer is looking for. The Searching form is the way to keep track of detailed specifications and be automatically notified of
Pending Release Manage, plan, and forecast service work. Understand how much outstanding work there is and when it needs to be done. Using Handle’s advanced searching and reporting, easily find patterns or problem areas and share information across departments. Info
** UPDATE 10/1/16 1:17p ** Status: Pending Release – – – This issue has been resolved and will be released in the next deployment cycle. Please contact support if fix is needed sooner, we can install this specific fix manually.
Pending Release During the sales and delivery process, several steps need to happen. One is the transfer of the incoming Trade to an active Stock Unit. Typically this is a very manual, very redundant process. But most of the key
Pending Release Track your mileage while on the go using the Handle mobile apps. Link the trip to a Sales Call, Opportunity, Trade Assessment, or anything else it is related to. You can then pull lists and total your mileage
Your users have so many usernames and passwords to remember; this can be a headache for admins and users alike. Handle includes a number of options to authenticate with Handle and mobile apps. Giving users the option to use account