Benefits of integrating GFI-MAX with Microsoft CRM
GFI-MAX provides state of the art alert system. When combined with Microsoft CRM, alerts and helpdesk issues are integrated into one ticketing system, managed as cases. Each case has activities, such as emails, phones, tasks and service activity. Activities can be assigned to technicians or queues. Activities record what was done in order to resolve the case.
CRM workflows streamline the way you manage and resolve cases. GFI-MAX alerts create CRM cases which can trigger workflow to automatically create a task and assign it to specific user based on words found in the alert, such as service name, service id, license mode and others.
New business opportunities are available to MSP with very little effort and good source of income. Based on device’s purchased date, the operating software and other software installed on the device, workflows can create CRM opportunities or automated Emails to customers offering extended warranty, software renewal or upgrade of phasing out old version of software.
Benefits of integrating with Q-Service
Q-Service enhances CRM out of the box with the following features:
Scheduling and assignment of Q-Service additional activities like remote access, workshop, onsite visit or any other customised activity.
Additional fields to activities to report work details and duration.
Billing for case related activities with ad-hoc or monthly invoice.
Deduction of prepaid hours
Automated billing for SLA contract, either as invoice or a commitment for periodic purchasing of prepaid hours.
Variety of service rates per customer or group of customers.