Process template to more effectively manage renewal opportunity

An ability to add multiple products at once and update them in the detail list

Creating cases using preconfigured templates

Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment

Automatic appointment of service and assignee in a new case based on incoming email and service details

Application to facilitate call post-processing and data search in the customer base

The add-on helps to simplify routine operations within the framework of the ongoing workflows

Manage problems connected to cases

For companies that build relationships, orchestrate teams, and generate proposals when selling their solutions