TRAX Adds New Data Load Feature!

ServTrax has released a new tool in TRAX to add post-quote data into our partners’ customer accounts called Data Load. Like the TRAX quote creation wizard – source files are easily uploaded and confirmation letters are auto-generated to send to customers thanking them for their purchase and giving them any supporting documents they may need […]

Build a Bridge to Your Customers – and 23% More Sales!

A recent article by the Gallup Organization focused on turning customers into “fully engaged – true believers” through repeated, high quality contact. Here are some excerpts from their article. “Not all types of contact perform equally well as tools for relationship building. As The Gallup Organization found in a recent survey of several thousand customers […]

How to Modernize Your Support Renewal Business

Many channel resellers still utilize a manual and linear process to manage their support services and renewal business. At the outset, they get a quote, convert it into a proposal, send it to their customer, wait for a confirmation, and then book it to their accounting system. Ongoing, they “track” the status of the contract/warranty […]

TRAX Adds Support Contract Reconciliation Tool

One of the most laborious parts of the support contract renewal process is reconciling the proposal against prior quotes and/or actual existing inventory. TRAX has just added a reconciliation tool to make that process super easy. This not only saves valuable time, it creates more accurate proposals for your customers. It’s great for spotting vendor […]