Automation

customertrax 1. Handle CRM 1.0, x. Uncategorized

Handle can automatically notify you or create Alerts, Sales Calls, and tasks based on certain events in your business system. Sales Calls can automatically be created after a certain number of days when a user creates an Opportunity, to ensure consistent follow-up. Automatic follow up calls can also be created based on your assigned accounts and your call frequency. It’s …

customertraxAutomation

Management Notes

customertrax 1. Handle CRM 1.0, x. Uncategorized

Whether it’s financial, strategic, or just private, confidential information needs to be kept track of for accounts, store locations, employees, or anything in Handle. Management notes are a way to set up restricted access to this sensitive information. Managers can have private discussion regarding specific deals or the overall account. These notes can be tied to any other item in …

customertraxManagement Notes

Trade Appraisal

customertrax 1. Handle CRM 1.0, x. Uncategorized

Custom PDF Print templates can be created for sharing or printing. The included PDF layout is best used with the Handle Media feature as its layout focuses on media pictures attached to the appraisal.     There are 23 built in appraisal types included. New types and customizations are available to Platinum customers.    

customertraxTrade Appraisal

Repair Order Activity

customertrax 1. Handle CRM 1.0, x. Uncategorized

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 is read-only and synced from business system. Track and manage open work orders and field jobs. Map equipment with open work to …

customertraxRepair Order Activity

Pending Stock Unit Template

customertrax 1. Handle CRM 1.0, x. Uncategorized

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 information that is needed to input this unit into the business system already exists. Handle eliminates this duplication, speeding up the entry …

customertraxPending Stock Unit Template

Mileage Tracking

customertrax 1. Handle CRM 1.0, x. Uncategorized

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 for that day, month, or year. Easily print off lists and quickly getreimbursed for expense.    

customertraxMileage Tracking

Employee Review

customertrax 1. Handle CRM 1.0, x. Uncategorized

Coach your team to success by discussing yearly performance objectives, leadership qualities, company values, successful behaviors. Set Career development plans, goals, and review them quarterly to keep everyone on track. By setting goals and reviewing progress on a regular basis, everyone knows what is expected and what needs to be done. It will eliminate surprises and allow managers to provide …

customertraxEmployee Review

Customer Experience Survey

customertrax 1. Handle CRM 1.0, x. Uncategorized

Contact Customers and discuss their satisfaction around deliveries, service work, recent purchases, etc. This form allows you grade each question and record notes or responses. These are tied to the Customers record in Handle and can be associated with Sales Calls, Opportunities, Deliveries or any form.     The default questions and answers can be customized for Platinum dealers.   …

customertraxCustomer Experience Survey

Automated trade matching (Searching)

customertrax 1. Handle CRM 1.0, x. Uncategorized

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 potential matches. To access this form click on the [+] icon next to the search bar and select “Searching” Create search criteria …

customertraxAutomated trade matching (Searching)