It is impossible to make a 'one size
fits all' CRM application, so we designed ServiceTraq
to allow for a wide variety of implementations.
When you first log into the ServiceTraq
administrator, you will quickly find that almost everything
can be customized to fit your company needs:
Site / E-Mail Messages/Terminology Nearly all site messages and e-mail alerts
can be completely customized to meet the needs of your company.
This allows the automated communication provided by ServiceTraq
to fit within your policies, and convey expectations you want
your customers to have.
Each message allows for appropriate 'placeholders'
that you can use to insert dynamic data into the messages.
Colors and Graphics ServiceTraq allows you to almost completely
customize the colors, font properties, icons and other graphics
used in the system, allowing you to convey your brand identity
and match the look and feel of your own website.
Fields and Data requirements Companies that want to get customers in
and out quickly can set ServiceTraq up with minimal requirements
(an e-mail address and password). On the other hand, you can
create lengthy requirements for customer accounts, case
creation, etc. ServiceTraq is wide open, allowing you to use
it the way you want, instead of the way the designers thought
it would be used.
Access Permissions Using permission groups, access can be
controlled as broadly, or precisely as you want. Nearly every
feature is controlled by access permissions. For example,
you may set up a 'priority customer' group, which allows access
to live chat 24 x 7, while other customers don't have chat
available at all, or are restricted to certain hours of certain
days. Perhaps you only want certain CSRs to have access to
modify the knowledge base or close cases. However you want
it, ServiceTraq's flexible permissions system gives you the
power.
