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Handle CRM and Inventory Privacy Policy

Stephen Long March 30, 2017 Software & Licensing, Uncategorized No Comments

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

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Single Entry – Workflow

Ryan Fritts October 10, 2016October 17, 2016 Pre-release Lab No Comments

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

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Account Plan

Ryan Fritts September 28, 2016 Account Management No Comments

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

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Account Scorecard

Ryan Fritts September 28, 2016 Account Management No Comments

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

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Is there value in CRM?

Ryan Fritts September 14, 2016September 27, 2016 Handle CRM General No Comments

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

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Identify opportunities and manage the sales process

Ryan Fritts September 14, 2016September 16, 2016 Opportunity Management No Comments

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

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Search by territory or assignment in Target

Ryan Fritts September 12, 2016 Target Marketing No Comments

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

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Searching financial spend in Target

Ryan Fritts September 12, 2016 Target Marketing No Comments

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)’.

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Searching profile data e.g. market segments in Target

Ryan Fritts September 12, 2016 Target Marketing No Comments

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.

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Searching Past Purchases in Target

Ryan Fritts September 12, 2016 Target Marketing No Comments

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)”

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Mobile Inventory – Show/hide costs

Ryan Fritts August 30, 2016August 30, 2016 Mobile Solutions No Comments

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

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Handle Android CRM 1.17

Ryan Fritts August 30, 2016 Mobile Solutions, Release History No Comments

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

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Call Frequency Tracking – Past Due Coloring

Ryan Fritts August 26, 2016August 31, 2016 Account Management, Pre-release Lab No Comments

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

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Inventory Stock Unit Notes – Display in Grid

Ryan Fritts August 26, 2016August 31, 2016 Inventory Management, Pre-release Lab No Comments

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.

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Access External Reports

Ryan Fritts August 26, 2016August 31, 2016 Handle CRM General, Pre-release Lab No Comments

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

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Export from grid (w/o saving)

Ryan Fritts August 26, 2016August 31, 2016 Handle CRM General, Pre-release Lab No Comments

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.

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JDQuote Enhancements

Ryan Fritts August 26, 2016September 15, 2016 Pre-release Lab, Quote Management No Comments

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

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Employee Review

Ryan Fritts August 24, 2016September 15, 2016 Pre-release Lab No Comments

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

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Private Notes

Ryan Fritts August 24, 2016September 15, 2016 Pre-release Lab No Comments

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

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Automated trade matching (Searching)

Ryan Fritts August 23, 2016November 8, 2016 Handle CRM Grips, Pre-release Lab No Comments

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

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Repair Order Activity

Ryan Fritts August 23, 2016October 24, 2016 Pre-release Lab No Comments

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

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Exchange Sync limited functionality

Ryan Fritts August 22, 2016October 13, 2016 Notices No Comments

** 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.

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Pending Stock Unit Template

Ryan Fritts August 19, 2016September 15, 2016 Handle CRM Grips, Pre-release Lab No Comments

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

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Mileage Tracking

Ryan Fritts August 19, 2016September 15, 2016 Handle CRM Grips, Pre-release Lab No Comments

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

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Integrated User Authentication

Ryan Fritts August 16, 2016August 16, 2016 Integrations No Comments

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

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