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It’s all about the customer team – Now let’s keep the team informed Roll out the carpet for your key customers – keep the whole sales and support team (including outside vendors) know when updates are made to the customer’s support issue. Create a list of those who need to be updated then flag the… Continue reading... EBSuite Support Cases and Calendar Tasks both can be viewed and updated remotely When setting up a View of Cases and Tasks ever notice the RSS feed:
Add… Continue reading... Is it just us or does it seem that customers need more, ask more and demand more than ever before? Maybe we’re biased, but we here at EBSuite use EBSuite to stay one step in front of the Customer Need curve. When the New Customer lands – here is an example of all-hands-on-deck: [youtube_sc… Continue reading... Tracking related cases can be a simple as associating them with a common product or “Problem Code”. But it might be helpful to track a case-to-case relationship just by linking them. In EBSuite you can use a Case Relationship Widget to show list all of the related Cases a specific case might have. [youtube_sc url=http://youtu.be/x6AeWKJ_f_M… Continue reading... We’ve just posted some new content in our learning center: Online help for Email to Case auto creation ( also with PDF Download )… Continue reading... Questions asked by Customers are the Golden Tickets to an chance to prove to your Customer you deserve their business. In EBSuite we give you the “hanging curve ball” and a “big bat” to knock it out of the park every time your customer or prospect has a Question. Your EBSuite Account allows your business… Continue reading... Contacts often have multiple organizational relationships where, for example a contact is associated with the organization for whom they work while another relationship may reflect that of the customer-vendor relationship. Within your account the relationship pairs are defined in the Admin setup area under Admin > Setup Contact Relationship > Person to Organization. These choices… Continue reading... Case Management will be different in every organization. With EBSuite you can decide Where and How to track your team’s efforts toward Case Resolution. Within your Organization you may have any number of individuals involved in the Case Resolution Process. For each case you may track the following: * Created By Person Creating the Case… Continue reading... While working a Customer Support issue in the EBSuite Support Module, it may be helpful to jot in a Reminder of a follow-up action or an impending action date. The Case Detail screen and the Case View can be setup to display Case Reminders if a Reminder is added to a Case. |
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