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 (coverage certificates etc).
Data Load is focused for completed deals – sales that have already closed and populates TRAX with the final sale information. Data Load can accept any standard quote file including the new Cisco CCW-R format. It is very intuitive to use and ServTrax partner response has been very positive.
If you want more information on the Data Load functionality or ServTrax and our comprehensive asset and contract management solution, TRAX, click on the link to view our video or contact our sales department to schedule a demo.