If you’re in the business of selling office equipment and use e-Automate, there’s a new product we’ve developed I think you should check out.
Imagine this: a call comes in from your top client and your account manager instantly has access to the client’s info and they don’t even have e-Automate open – it’s in their web browser in your CRM application.
“I see we were just out there for a service call on your Canon copier. Is everything working fine now?” sounds a lot better than “I’m sorry I had no idea we were just out there to repair that machine, what went wrong?” If I’m the customer, I would prefer option one.
Information is the key to exceeding customer expectations. The more you know, the more you have to work with. The benefit of this product is that you can give your reps the real-time information they need -- when they need it -- without a lot of hassle.
Here’s how it works. The e-automate Connector View
connects to your e-Automate data and shows it in a clean, easy-to-read web page. All you need is SQL Server Reporting Services installed. If you’re not using GoldMine or Microsoft CRM, but want that type of user experience, you’re in luck. Many CRM applications have the ability to show web pages in the application. That’s where the simplicity comes in.
It’s been my experience that less is more. The more that one application can do for you, the better. Productivity is improved when application jumping is minimized. The “hang on Mr. Client while I pull up this other program so I can see your equipment” is long gone. With this solution, your users won’t have to open two applications, just your CRM application. Your CRM system can serve as your one, go-to application for all things that have to do with your customers.
Bottom line, you need your front-line staff to be armed with accurate, timely client information, but you don’t want to overwhelm them. You want to give them the tools to exceed expectations, but not at the expense of lost productivity. This solution is designed to address both of these areas.
Get in touch with us to see the Connector View in action.