Posts Tagged ‘CRM Case Management’

WebSan Solutions Inc. 's Logo Take the Guesswork out of Case Management

MS Dynamics CRM vs Salesforce   Download our free CRM 30-day trial Learn more about CRM's features Running a well-oiled support desk is not for the faint of heart. There are so many moving parts…Does the customer have a support agreement? Does the contacting party have authority to open a support ticket against the agreement? What …

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P2 Automation, LLC's Logo Improve Client Relations with Case Management Strategies and your CRM Dashboard

What is Case Management and why do I need it?  Case Management refers to any type of project, transaction, service or client problem that has a beginning, an end, and some type of resolution. The key factors include the critical need for multiple people to access the same data, to track and capture all client …

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