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.
Integrated Document Management
Acumatica 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.
Acumatica 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.
Escalate cases/tickets without having to email documents and case history. Assign cases to a workgroup so multiple team members can collaborate on a solution.
Save time by sending standard emails to address common problems. Email delivered to clients using standard templates will contain current and consistent messaging.
Service personnel can use a browser to login to any workstation in any location and receive a customized view of their tasks, appointments, and cases.
Administrators can create announcements and default dashboards which can be customized by each service manager to match their individual needs. Dashboards and favorites link you to real-time information delivered in tabular or graphical form.
Crestwood Associates LLC.
(Formerly Stanley Stuart Yoffee & Hendrix, Inc.)
1060 Maitland Ctr Commons Blvd.
Maitland, FL 32751
6750 N. Andrews Ave.
Ft. Lauderdale, FL 33309