Searching and Saving Lists

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Create a search Select search criteria Enter field values Search View results and adjust display Save search for later user Pick the module you want to search Field options Add fields Reorder Remove (hover over field for [x] to appear) Search criteria Pre-populated lists are available for certain fields Refine search results with Search Operators Numeric range operator Dynamic range operator …

customertraxSearching and Saving Lists

Account Groups

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Organizations are becoming more complex. Keeping financials in order in the business system is often separate than how organizations are structured in the real world. If a single farm operates under several corporations or if there is a group of individuals that are tied together, with different companies, it can become very hard to track activity from all parties, and …

customertraxAccount Groups

Account/Prospect Merge

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Business system Accounts are synced to Handle. When Accounts are cleaned up (Merged, Deleted, Consolidated) in the business system, Handle will not automatically reflect those changes. Handle will turn those records in ‘Prospects’. Those Prospects will need to be merged or archived in Handle. If you are configured with permission to do so, you can merge a Prospect record into …

customertraxAccount/Prospect Merge

Adding Prospects on Mobile

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Potential customers and opportunities often happen long before the customer is entered into the business system. You need to capture key information and activity on someone you’re potentially going to do business with quickly. With Handle, you can track this information before it hits the business system. Later, as the deal progresses, you can merge all of this prospects information …

customertraxAdding Prospects on Mobile

Mobile Navigation

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Your customers are demanding more face time but the information they need is in the office. Make it easy for your team to access customer profile data from anywhere, update their status using voice to text, and instantly share with other team members. You can also give them access to the inventory, pricing, marketing, and quote data they need – …

customertraxMobile Navigation

Downloading the Mobile App

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  Easily find and update information on the go with Handle’s Inventory and CRM apps. Features include access to saved searches, voice-to-text, inventory pricing, and account mapping. These apps are available for both iOS and Android. IOS (Apple) Setup Download the app from the App Store Select settings by pressing the ‘gear icon’ Update server to the Handle URL specific …

customertraxDownloading the Mobile App

Ensuring you get value from your CRM

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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 a primary benefit. It is designed to provide knowledge–knowledge of your market, customers, team, and processes. When done right, CRM …

customertraxEnsuring you get value from your CRM

Keys To Effective Marketing Campaigns

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What is required of an organization to sell is ever changing. In today’s marketplace, it is becoming critical your resources are with the right customers and prospects at the right time. You simply cannot afford to reach out to everyone in the same way. Most organizations have great marketing strategies. Many times the goal is the sales of a new …

customertraxKeys To Effective Marketing Campaigns

What is an Opportunity and why do I care?

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Is the primary function of your sales team to provide pricing? Do you hear your sales team complain they are losing deals due to price? If so, your organization may be on it’s way to becoming a commodity. Additionally, are you making important decisions based on quotes rather than the “opportunity?” If so, please read on. While many organizations base …

customertraxWhat is an Opportunity and why do I care?

Why you must Proactively contact customers

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It boils down to the simple truth: people (e.g. customers) expect you to keep your commitments and contact them when you said you will. Unknowingly, they also expect that YOU should reach out to them. Proactively contacting customers outside their buying cycle is one of the most effective things you can do to increase efficiency. Inconsistent or lack of follow-up leads …

customertraxWhy you must Proactively contact customers