Hey Commit team! I've utilized CommitCRM for roughly 3+ years now and feel I am not utilizing the software to its fullest ability. Our company has grown from 3 employees to 10+ in that time and my CRM needs have grown as well.
I was curious if there is anyone available or willing to setup a remote session or phone call to help with implementing the various features below:
Quickbooks Integration
-Ability to generate a proposal that when marked as won, automatically generates a contract (and e-mails to customer if possible) and then generates an invoice based off the proposal once services installed.
Trouble Tickets
-Utilize trouble ticket notifications to customers for alerts when ticket is created, technician dispatched, ticket closed.
-Any way to automatically generate a trouble ticket based off of a customers e-mail request?
Customer Web Portal
-Utilize customer web portal so customers can view basic information such as their current services, network information, etc. (can billing information be included in this?)
New Service Orders
-Any way to automatically generate a site survey ticket or proposal based off of a customers e-mail request for new service?
I have read through the Work Flows materials and feel a lot of this would not have been as intimidating had I set everything up out the gate. However, after 3-4 years of data and account history, it is a little overwhelming trying to determine the best way to implement these needs after the fact.
Thanks again for any assistance and I look forward to hearing back!
I was curious if there is anyone available or willing to setup a remote session or phone call to help with implementing the various features below:
Quickbooks Integration
-Ability to generate a proposal that when marked as won, automatically generates a contract (and e-mails to customer if possible) and then generates an invoice based off the proposal once services installed.
Trouble Tickets
-Utilize trouble ticket notifications to customers for alerts when ticket is created, technician dispatched, ticket closed.
-Any way to automatically generate a trouble ticket based off of a customers e-mail request?
Customer Web Portal
-Utilize customer web portal so customers can view basic information such as their current services, network information, etc. (can billing information be included in this?)
New Service Orders
-Any way to automatically generate a site survey ticket or proposal based off of a customers e-mail request for new service?
I have read through the Work Flows materials and feel a lot of this would not have been as intimidating had I set everything up out the gate. However, after 3-4 years of data and account history, it is a little overwhelming trying to determine the best way to implement these needs after the fact.
Thanks again for any assistance and I look forward to hearing back!
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