The Service and Support Software Module
MYOB Acumatica (formerly MYOB Advanced) customer management integrates service and support activities with sales and marketing to deliver a team-oriented approach to customer support and up-selling.
Highlighted Features
Case Management
Support personnel can create cases that can be viewed by all stakeholders. Each case can be linked to tasks, events, and activities. You can establish case severities, escalation paths, and priorities which dictate workflow and send reminders to the responsible parties.
Contract Management
MYOB Acumatica (formerly MYOB Advanced) service and support automation is linked to customer contracts so service agents can quickly determine the level of service to provide. Financially driven service plans are linked to cases to ensure that entitlements are granted and paid support is properly billed. Service rates can be contracted per incident, per hour, or prepaid.
Integrated Document Management
MYOB Acumatica (formerly MYOB Advanced) includes a content management solution so support teams can access all the documents and activities sent from your organization to the customer. Support personnel can be granted access to sales contracts, marketing offers, notes, emails, and other communication so they can quickly determine what has been promised to customers.
Additional Features
Lifecycle Management: MYOB Acumatica (formerly MYOB Advanced) provides a single system for tracking individuals through prospecting, closing, and up-selling. This provides a complete history of communication to facilitate up-selling by service representatives.
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