Solve360

    Renowned for service management, scheduling and sales

    Product Description

    A service management CRM, renowned for service management, scheduling and sales. Solve360 streamlines service delivery administration with an integrated, customer relationship management (CRM) tool with simple-to-build, drag-and-drop modules that organize groups of related tasks dealing with customer and supply chain service.

    Features

    Sales Force Automation

    • Contact & Account Management
    • Opportunity & Pipeline Mgmt.
    • Task / Activity Management

    Marketing Automation

    • Lead Management

    Customer Support

    • Knowledge Base

    Mobile & Social

    • Mobile User Support

    Reporting & Analytics

    • Dashboards
    Video
    Social Networks
    Video
    Videos

    Solve Solve Client Manager

    Solve Solve Client Manager
    Learn how to tackle three common scheduling challenges with Solve's Google Calendar integration. Visualize and schedule activity across multiple resources, while centralizing event history across the entire domain. With Solve, field service staff can access and interact with client records while on the job site, directly from their Google Calendar. Try Solve FREE: https://solve.app/app/ Check out our Gmail linking feature: https://solve.app/features-and-walkthroughs/google-email-gmail-integration/
    Enhancing Google calendar for teams
    In this video, we take a look at Solve's hand-offs feature, and how you can use it to more effectively assign work. Learn more about Solve's features here: https://solve.app/features-and-walkth... Try Solve FREE: https://solve.app/app/
    Hand-offs | Solve
    Solve Report Builder enables your team to access a wide range of Solve data directly from within Google Sheets. Quickly pull-up custom reports that monitor where your staff are investing time and what the most profitable work is. This webinar demonstrates the popular pipeline and sales team performance reports that you can easily create and customize for your team. Google Sheets Walkthrough: https://solve360.com/client-manager/report-builder/walkthrough/ Support: https://solve360.com/submit-ticket/
    Intro to Solve Report Builder
    In this video, we take a look at Solve’s new Field Security feature, and how you can use it to restrict users from accessing or making changes to specific fields. Learn more about Solve data security features: https://solve360.com/features-and-walkthroughs/data-security Try Solve FREE: https://solve.app/app/
    Field Security | Solve
    FREE WEBINAR REGISTRATION https://solve360.com/register-vip/ Make your team unstoppable, where … 1) Workflow becomes less work and more flow Simplify record keeping, communication, scheduling and sharing; especially when mobile. Automate work, improve consistency, speed-up completions. - Streamline routines with hand-offs, multi-step workflows and templates - Centralize access to customer email and events from the team’s individual Google accounts 2) Centralized data pays off big time Move away from paper, spreadsheets, excessive calling, repetition and unloved software. Gain insight on staff, identify opportunities, better understand consumers and grow your business. - Customize data forms and activities, segment data views and create flexible reports - Get instant information from Solve’s renowned search capabilities and at-a-glance views 3) Your team earns more 5-star reviews Automatically remind staff when to act and highlight what the priorities are. Centralize customer history and work orders to offer informed consultation and proactive support. - Your customers work with different team members, ensure everyone has the information they need to impress, no matter where they are - A simple, self managing personal dashboard highlight what to focus on
    Solve Client Manager (orientation)
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