5 Resources to Help You with the Spring 2012 Release - Story From: The Official Infusionsoft Blog
I can honestly say that I’ve never been more excited for a new version of Infusionsoft than I am for this latest release. The Spring 2012 Release brings with it an amazing arsenal of weapons for small businesses to mobilize and use to strategically attack their target market. The Infusionsoft Training Team has delivered many [...]
Categories: Customer Service, Infusionsoft, Support, Training, help Tags: CRM, CRM Software, Infusionsoft
Track Service Details around your Customer’s Asset - Story From: The Suite Advantage
Scenario:
Your customer returns a Product for Service.
[...]
Categories: EBSuite, Support Tags: CRM, CRM Software, EBSuite
Help get your Case Solved Faster using Diagnostics - Story From: Microsoft Dynamics CRM Team Blog
Microsoft Support is using Diagnostics to help automate data collection and data analysis when troubleshooting support incidents. Diagnostics allow our support teams to capture certain pieces of data about an environment to more efficiently resolve a customer case. Diagnostics can do basic data collection to gather information about product version, system configurations and settings, as well as do a deeper analysis of this and other data collected to determine the root cause of an issue.
Steps on how to run a Diagnostic will now be presented after submitting most cases on CustomerSource / PartnerSource. If you have recently logged a support incident via CustomerSource / PartnerSource you may have noticed this new information after submitting the support incident. A similar experience will appear if you are submitting a case from the Microsoft Premier Portal.
When presented with this information, please follow the steps provided to run the Diagnostic and upload the results to the Microsoft Dynamics support team. Diagnostics allow us to capture necessary product versions, system configuration, log files and other information to allow our support teams to more effectively and efficiently troubleshoot and solve support cases. Running Diagnostics and uploading these
results will reduce the number of questions support engineers will need to ask you, reduce the amount of information you need to manually gather and send us and ultimately allow us to resolve cases quicker. The Diagnostic will automatically capture and upload the information to our support teams. You do have the ability to view the information that is being collected prior to uploading to Microsoft.
More Information
The Diagnostic presented will depend on the Support Topic you choose. For example: Selecting CRM Client for Microsoft Office Outlook will provide you with a Diagnostic designed to capture troubleshooting information related to the CRM Client for Microsoft Office Outlook.
What is the Microsoft Support Diagnostic Tool?
http://windows.microsoft.com/en-US/windows-vista/What-is-the-Microsoft-Support-Diagnostic-Tool
Problem Steps Recorder
Another great way to speed up the time to resolution of your case is to capture the repro steps of your issue using the Problem Steps Recorder built into Windows 7 and Windows 2008 R2. The Problem Steps Recorder captures a screenshot for each click. To start the Problem Steps Recorder click Start, type PSR, and then press the Enter key. Click Start Record and then reproduce your issue. Important: After you have reproduced the issue, make sure to click one more time so that the last screen is captured before you click Stop Record. Saving the output and attaching it to your case will help Support quickly understand the exact steps you took to reproduce your issue. The following video provides a demonstration:
Windows 7 Walkthrough: Problem Steps Recorder
http://technet.microsoft.com/en-us/windows/dd320286
Notes: If there are more than 25 clicks to reproduce your issue, you will need to click the drop-down arrow to update the Settings for "Number of recent screen captures to store".
Categories: CRM, CRM Online, Microsoft Dynamics, Support Tags: CRM, CRM Software, dynamics, microsoft dynamics crm
Chat Support Now Available For Infusionsoft Users - Story From: The Official Infusionsoft Blog
With our spring 2011 release, Infusionsoft customers are now able to quickly and easily interact with Infusionsoft Technical Support by clicking the Help menu, then “Support Chat Online.” I’m excited to tell you about this great way to better support our users. Online chat support will be available the same hours as our live telephone [...]
Categories: Customer Service, Email Marketing, Infusionsoft, Support Tags: Infusionsoft CRM
New content posted in our learning center - Story From: The Suite Advantage
We’ve just posted some new content in our learning center:
Online help for Email to Case auto creation ( also with PDF [...]
If you only knew what Questions your Customers were Asking – You could have a Great Answer Prepared even before they Asked! - Story From: The Suite Advantage
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 to instantly [...]
Infusionsoft September Update: One Update, Several Great Enhancements - Story From: Infusionsoft Blog
In our September software update to be debuted over the next couple weeks into all customers’ applications and delivers nearly one thousand enhancements, resolved defects and minor changes. Most of those changes are fairly subtle, but not all of them. I’ll share the highlights of it below and this week, we’ll be talking all about [...]
Categories: CRM, Email Marketing, Infusionsoft, Support, help, software Tags: Infusionsoft CRM
Advanced Browsers for Advanced Deskera Applications: Phasing out IE 6 support - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more!
Now is the time to upgrade from the old and outdated web browser, Internet Explorer 6, to advanced, user-friendly browsers, to experience Deskera better. We have begun to phase out support for Internet Explorer 6 across all Deskera applications, mainly due to lack of web standards compliance and support for new facilities in JavaScript (for [...]
Categories: Deskera, Support Tags: CRM iPhone, Deskera, Deskera Accounting, Deskera HRMS, iDeskera CRM
Define a Primary Organization for the Contact - Story From: EBSuite CRM Blog
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 only [...]
Case Details…Tracking Who and When - Story From: EBSuite CRM Blog
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 Assigned To Person Assigned [...]
Set a Reminder for Yourself - Story From: EBSuite CRM Blog
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. Review this Screen Capture Video [...]
9 Helpful Small Business Organizations You Need to Know (Updated) - Story From: Infusionsoft Blog
Where there’s a united interest in a cause, there’s a community for it. Small businesses are no stranger to community and there are many organizations available today that help entrepreneurs connect, become noticed and learn valuable insight from peers. These organizations have their roots in small business and if you’re not aware of them already, [...]
Categories: CRM Reviews, CRM Technology, Customer Centric, Customer Retention in a Recession, Email Marketing, Entrepreneur, Infusionsoft, Marketing, Support, help, small business Tags: CRM Industry, Infusionsoft CRM, Social CRM
Update Rollup 9 for Microsoft Dynamics CRM 4.0 - Story From: Microsoft Dynamics CRM Team Blog
The Microsoft Dynamics CRM Sustained Engineering team released Microsoft Dynamics CRM 4.0 Update Rollup 9 on Thursday, February 11, 2010. The links below will take you to the necessary information about Update Rollup 9. Microsoft Download Center: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=5869f2b3-d1a0-4f71-8be3-fde6e8053a2e...(read more)
Categories: Announcement, Business Intelligence, CRM Best Practices, CRM Software, CRM Technology, Contact Management Software, Contact Management Software Free, Contact Management Software Reviews, Documentation, Downloads, International, Rollups, Support, Updates, Web-Based Contact Management Software, web 2.0 Tags: Contact Management Software, CRM Software
