Some Crucial features of powerful Help Desk Software

Customers problems are solving in a different way, but managing in the sense. Most of them following manually process or using help desk software. It available in different platform like cloud-based, desktop application etc. Based on organization standard, customer ranges, investment, they switch with the suitable tool. Now we are going to talk about some crucial features of help desk software.

Generate customer difficulty with more descriptive

If problems aren’t have more informative, it is somewhat difficult to solve the problems. But help desk software offers quite good form for create a new case. Through that include current status of case, priority level, summary, description, date, reporting to whom (customer, contact) and more.

Assign to appropriate persons

Once creation process completed. Now it’s a time for assign customer problem to any team or employee. Because engineering team are going to make suitable solution. If problems are coming from some other department like billing issues or payment problems. It will be escalate to appropriate persons who manage accounts.

Conversion

Suppose customer need to more effective in their facing problems. Based on customer requirements, that issue converted to projects. Now it developing team start working on it. After some days, accomplished product out notify to customer. So conversion features are essential in help desk software.

Generate Reports

Reports tell about the exact status of cases, few are

• General case reports
• Cases by customers
• Case Metrics
• Case Tracking
• Case history

and more.

Help desk software with more analysis report  features helps to improves area of lack, where customers facing more problems, etc.

Collect problem in different source

Generate case through web form is fine. But using the email to collect customer problem is time saving features. Because email to case option is crucial features, so company can easily proceed into next level and think about how to solve it.

Conclusion

There are plenty of help desk software ready to provide services. Each suitable to different organization, so analyse your entire needs then choose the suitable help desk software.  

Are you nurturing your sales with the Cloud solution?

Sales team facing more problems at the time of analyse sales activities done per month, reasons for loss occurs, each sales rep performance, annual reports, sales tracking and much more. These inconvenient can destroy with the cloud solution, because it offers sales management tool.

Choosing the right platform for boost up your sales can be a daunting task. You’re not sure either a sale tool that adapts your business and also investment. There are plenty of sources available in the outside. One among the best and affordable cloud-based program for grow up your sales. Apptivo provides sales management system, if you’re looking for manage your sales activities won't miss crucial information. Check below

Here are Features can helps to better sales management

Leads Source

Today leads are future days customers, so better leads management assists to improve sales. Apptivo CRM is a complete solution for manage customers in a single place. You’ve ability to create new leads from webforms and import method. These leads converted to contacts, customers and opportunities by just click on convert button.

Keep Track of daily Activities

When customers book for demo. Once demo booked now sales team must be follow customers. So create daily tasks, events and follow ups. It all are take care with the calendar view reduce confusion and you can work on more effective.

Different Necessity

Every business needs are not identical, so depends on your requirements create your own graph performance (attainment percentage), loss reasons, sales stages, territories, business types(New business or Existing) and communication(Phone, Email etc).

Sales Tracking

Performance Dashboard

It displays the exact performance result of your own performance, Team wise, team attainment and get details per sales rep performance. Sales Managers can easily track sales activities done by their each team.

Annual Analysis

Every year end sales reports show the how sales team performed in this year. This action is trouble-free one because using the 12 month pipeline, you will know each moth sales activities.

Victory & Loss

Sometime sales dropped will occur on any sales quarter. Mostly it causes for any reasons, this situations uncomplicated manage using the win and loss analysis. It pretty good features show loss reasons, salesperson who make more loss, which sales stages and same for win analysis win reasons, top sales person make more sales, sales stages increase sales and more.

Custom Fields

You don’t need to work on same fields, it’s not suitable your needs. Make your own fields and set the properties, this can surely make you work more comfortable and full satisfaction.

Conclusion

Apptivo offer quite good portal for sales team, it features and easy app flow helps you to work on with your customers more collaborate and no worry about tracking sales activities.  

Why Your Business requires Expense Reports?

This is good starting of new year, now our conversation is taking to tour about business expense tracking. If you’re facing inconvenient in keep track of each and every expenses day by day. Don’t worry about that because past is past, put more effort in upcoming days to manage entire expenses properly. An employee or business organizer who can take responsibility. But many obstacles put a lot of blocks apart from perfect business certainly maintain perfect bookkeeping, if business fail to do these stuff surely troublesome to catch on financial condition and may be business fail occur. So better bookkeeping leads to travel your business path without trouble. 

How to track Expenses?

These actions can manage through accounting system. It is a good idea but pick up the suitable tool is not much easy to do it. So now we’re going to check out Apptivo Expense Reports.

Easy Creation

You can create expense report more informative and easily. It contains a lot of attributes, by using these options to provide purpose of expense, write description, category, date of expense, save receipt, add notes and add multiple of expense details tab as per your necessity.

Categories

If you’re doing many business transactions in this situation a lot of expense categories are must. Apptivo Expense Reports allows to create your own categories that's your choice.

Tracking

It has reports generation features through you get expense report. But you need to provide date for view report. This action displays the results based on date mentioned in the tabs. Also it has many reports status some are expense reports by customer, expense reports by project, expense reports by supplier, expense reports by employee. Access each of these reports to know current status of your expenses.

Customization

It offers customize layouts, so you make own creation page and set properties for each attributes that satisfy your business.

Export

Using this export field, you can perform export it also needs some information start date, end date and status wise. It helps to easily get export expenses.

These features are just introduction apart from Apptivo Expense Reports provides a plenty of features for small and medium scale business. 

Conclusion

For better business management requires proper expense management. So make your business more effective and should maintain expense up to date without fail.