CustomerWise
Key Features, Related Products and Additional Modules

Customer Service and Support

  • Incident and Request Tracking
  • Customer Self Service Portal
  • Team Group Management and Automatic Incident Routing
  • Workflow and Approvals
  • Email and Activity Tracking
  • Time Tracking and Billing
  • Integrated Knowledgebase
  • Reporting Dashboards and Analytics
  • Definable Interface

Sales Force Automation

  • Account and Contact Management
  • Sales Opportunity Tracking
  • Forecasting and Reporting
  • Knowledgebase with Auto-suggest
  • Email Integration and Alerts
  • Sales Activity and Call Tracking
  • Quoting
  • Mobile

Marketing Campaign Management

  • Marketing Project and Campaign Tracking
  • Lead Management
  • Marketing Collateral Knowledgebase
  • Email Campaign Tracking
  • Website Activity Monitoring
  • Download Tracking and Analysis
  • Web Survey and Customer Feedback

Tour

Burndown Reports

Connect Your Teams with CustomerWise

Any disconnect between your customer support team and your development team can reduce efficiency and productivity in your organization. This can result in emergency patches, lower customer satisfaction and additional work for both teams. TechExcel's Customer Support / Development solutions bridge this business and technology gap. This integration finally achieves the quest to optimize the important relationship between customer support and development without sacrificing the autonomy of either organization.



Managing Your Customer Relationships With The Customer Web Portal

TechExcel CRM 5.0 allows you to completely customize your Web portal for your customers to be consistent with your company Web site. You can customize the look and feel to include your company logo images, background colors, foreground images, fonts, and more. Your customers can log into the Web portal, submit new incidents, check status of existing incidents, update incident information, conduct Web conversations with your support engineers, etc. You can also customize the information about the incidents your customers can view.

Burndown Reports