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 […]

Putting the R in ROI!

Most businesses are generating 80% of their sales from 20% of their customers. This business maxim has been around for a long time and still holds true today. In addition, the typical reseller focusing primarily on new hardware/software sales is potentially missing out on support revenues. Because of this, automated asset and contract management solution […]