Category Archive

Identify When an opportunity to sell something has been identified, it must go through several steps / stages before actually closing the sale. There will likely be several conversations with the prospective buyer, internal discussion, inspections, appraisals, quotes, and work done by other departments to fulfill the sale. Integration The Handle framework gives you the power to integrate your entire …

Your service department manages a lot of requests, work that must be done on time, and things that do not go as planned. Additional, requests can come in the form of emails, texts, written notes etc. The problem is information is almost always missing leading to a lot of wasted time and effort tracking down what should have been there …

    Manage all your Trucks, Drivers, and Requests for deliveries in Handle. Drivers can be setup in Handle with the help of the CustomerTRAX Support Team. Trucks can be created from the main navigation bar or in a Delivery Request. Typically, a select group of users have the ability to setup Trucks and the entire existing fleet is created …

    Creating service requests through Handle saves you time by minimizing data entry, ensuring all the data you need is collected, and nothing is forgotten; it is also provides you a historical view of what has happened to understand future needs.     Search Examples Create saved searches for active requests by location and type. Available fields to search …

    Opportunities can be used to keep track of items the customer wants but is not currently in stock. The Opportunity status ‘Searching’ has unique functionality to help you find the machine you’re looking for. It also increases exposure to all Handle users, creating the ability to see what equipment other salesman might be looking for. Searching Opportunities find …

    How well you service it will usually decide whether or not you will get the chance to sell again to that customer. The trouble is as the solutions you provide become more complicated, more resource are required to help solve problems. Handle’s ticket management allows you to track any project or problem, who is responsible, whether it is …

    You can now create trade assessments from within an Account and/or an Opportunity Select new assessment  Fill out Title, Description Link Account Equipment (or create new) Serial # will be pulled from account equipment when creating assessment Serial # is required but can have ANY number of characters. [Pending Release] Click Create The information will be passed to …

    Problem: It takes too long to sell smaller items, frustrating the customer, and wasting valuable time. CustomerTRAX has created a new template using the Handle Framework that allows an organization to define their process, print the necessary info, collect signatures, get the customer out the door, and pass the processing on to internal team members. Contacts Inventory Finance …

Identify When an opportunity to sell something has been identified, it must go through several steps / stages before actually closing the sale. There will likely be several conversations with the prospective buyer, internal discussion, inspections, appraisals, quotes, and work done by other departments to fulfill the sale. Integration The Handle framework gives you the power to integrate your entire …

Using email to communicate between all departments to schedule deliveries or pick ups can result in reduced response time. Often caused by data entry errors, missed emails, or the inability to allocate resources. Handle makes it simple to work across teams and streamline processes between departments all from within one system. Salesman submit delivery requests for scheduling. Delivery coordinator manages …