One of the perks of using a professional services automation (PSA) solution like CommitCRM is that you can use one platform to manage your entire workflow. CommitCRM’s countless tools coupled with bidirectional integrations with leading tools, like QuickBooks, GFI MAX, QuoteWerks, and Zenith, ensure that CommitCRM can be your one stop shop for all of your business activities.
CommitCRM can even be your single address for getting access to support and community resources.
That’s right! For CommitCRM newcomers and veteran users alike, you don’t have to look beyond CommitCRM’s homepage to get access to informative and experience enhancing tools.
Under the home screen’s “Service Management” tab, you can easily view and explore the workflow that CommitCRM helps you manage. In addition to laying out an easy to follow depiction of your workflow as a means of helping learn which modules to use in the various stages of your workflow, this home screen tab can actually link you to CommitCRM’s modules. So, as you follow the Ticket Management workflow, for example, which takes you on the path from “Manage Accounts” to either “Generate Charge Reports” or “Create QuickBooks Invoice” by way of “Create Ticket,” “Dispatch Ticket” and “Enter Charges,” you can actually access the corresponding modules by clicking on each task’s icon.
This simple feature enables you to save time familiarizing yourself with CommitCRM’s default workflow and corresponding modules.
The CommitCRM home screen also provides immediate access to additional business management tools, such as “Sales Opportunity” creation, “Generate Reports” and “Import and Export (data).”
While not a direct part of an IT support provider’s fundamental workflow, the various tools included in the home screen’s “Data Management” section are advantageous — helping you to both save time, increase efficiency and bolster your business.
By keeping these tools on the home screen, we ensure that you are aware of the tools’ existence, that the tools are easily accessible and that you can take full advantage of their various benefits.
Another worthwhile aid is the home screen’s Setting’s section. This section makes it easy for you to customize your CommitCRM experience! Following each one of the Setting’s links with a single click takes you to specific menus that walk you through CommitCRM’s customization options. From controlling CommitCRM’s default Font settings to customizing CommitCRM templates, to controlling access to privileged information, the Settings’ menu simplifies the customization of CommitCRM by making each customization tool one click away!
Similarly, by including user resources on the home screen, we ensure that you can get instantaneous access to a number of beneficial information and support related resources.
Both the home screen’s “Learn More” menu and the support navigation bar on the right hand side of the screen provide you with a number of resources to help you maximize your CommitCRM experience. With a single click, gain access to CommitCRM’s support forums and online community, tutorial videos, user guides and the CommitCRM blog and Twitter account.
These many resources can help you problem solve, gain new insights into CommitCRM tools and features, participate in CommitCRM community interactions and learn about our latest news and activities.
Using CommitCRM’s home screen, take full advantage of CommitCRM’s many tools and modules so that you can not only manage your business in one centralized system, but also master your PSA from one centralized system, as well!
Until next time,
The Commit Team