In hours, TrackVia allows users to create customer relationship management (CRM) applications that uniquely power their customer-facing processes. Users leverage TrackVia to automate workflows in sales, order management, professional services, and customer service.
Using TrackVia for CRM applications provides the following capabilities:
- Lead and contact management ensures prospect details are kept up to date and that every opportunity receives the proper follow-up
- Opportunity tracking allows deals to be closely managed at every stage in the sales cycle
- Order tracking allows operations teams to ensure products and services get delivered on time, exactly as specified by the customer.
- Case tracking allows customer service teams to answer customer request in timely, accurate fashion ensuring high levels of customer satisfaction.
- Automatic reminders and e-mail notifications notify team members of actions that need to be completed.
- Personalized views shows managers and reps the information they need to see, when they need to see it.
Designed to address the needs of teams frustrated with complex and confusing CRM solutions or struggling with the limitations of spreadsheet-based approaches, TrackVia allows your customer-facing teams to truly maximize their effectiveness and efficiency.
