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Key Features

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Plug & Play Dashboard

Insights at your fingertips:
Analyse progress, and tackle.

The dashboard offers a comprehensive view of all your open requests, weekly summaries, service reminders, and more. Now also personalise your dashboard to suit your needs and efficiently manage both sales and service teams.

Service Request Management

Ensure timely resolutions for customer issues, no matter where your team is.

ServiceTrac CRM's service request management feature enables you to track customer requests regarding warranty, maintenance, installation requests...etc with ease. EzRep allows field agents to manage and resolve these requests in real time, ensuring smooth and fast service.

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Warranty Active

Warranty Expired

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Service Request Management

Ensure timely resolutions for customer issues, no matter where your team is.

ServiceTrac CRM's service request management feature enables you to track customer requests regarding warranty, maintenance, installation requests...etc with ease. EzRep allows field agents to manage and resolve these requests in real time, ensuring smooth and fast service.

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Warranty Active

Warranty Expired

Customer & Lead management

Streamlined management of customers and leads, on the go.

Elevate your customer relationships and lead management with ServiceTrac CRM and EzRep. This powerful combination gives you complete control over your customer interactions and lead tracking, even when you're on the go. Streamline your field operations and nurture client connections effortlessly, all from one integrated platform.

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Targets/Goals

Chart Your Course, Conquer Your Goals: Power Up Your Sales Team

Set sales goals, align team tasks, track progress, and collaborate seamlessly with our platform. Achieve a dynamic, goal-driven work environment with the Target module in ServiceTrac, propelling your business forward.

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Roles & responsibilities

Empower your team to work confidently within defined boundaries

Secure your data with our robust platform. Create an organised workspace with authorised access to resources. Trust us to balance accessibility and protection, establishing a foundation for efficient workflows on both ServiceTrac and EzRep.

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Real-Time Location Tracking

Track your sales team's movements and automate payouts effortlessly.

EzRep, you can monitor your sales team's activities and track their exact location in real time. Field employees can log their meetings, and supervisors can see the distance traveled and time taken for each task. This feature helps you plan payouts accurately and improve productivity by optimizing schedules and resource allocation

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Document Database

Easily manage and access documents both in the office and in the field.

ServiceTrac CRM's document management system keeps contracts and files organized and secure. EzRep allows field agents to access these documents in real-time, ensuring smooth operations from any location.

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Expense and Reimbursements

Submit and approve expenses with ease, whether in the field or in the office.

Track expenses and submit reports on-the-go with our user-friendly mobile app. EzRep automatically logs mileage and streamlines reimbursement for quick and easy payments. Boost productivity and drive your business forward with our efficient features.

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Multi-level Report Approvals

Faster, streamlined report approvals from any location.

ServiceTrac CRM offers multi-level approval workflows, and with EzRep, these approvals can happen on the go. Field employees can submit reports, and managers can approve them in real-time, improving decision-making and speed.

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Product Adoption Management

Train your customers & certify their expertise through ServiceTrac

The Training Module helps your team train customers on products or instruments, ensuring they have the knowledge they need. After successful training sessions, the system can generate certificates, providing formal acknowledgement of their learning.

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Generate Estimates

Instant cost estimates for customers for their desired products

Quotation Module from ServiceTrac CRM & the EzRep app allows you to create detailed cost estimates for your products, ensuring quick and precise pricing for customers, letting field agents generate estimates that streamline the sales process by improving response time.

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Sales Orders

Order Hub: Customer Orders with a few clicks

Enabling swift order placement with just a few clicks. Seamlessly integrated into both ServiceTrac and EzRep, this feature accelerates the sales process, benefiting both your team and customers. Going beyond internal use, Order Hub also offers a customisable e-commerce platform, allowing you to extend your brand directly to customers

Frequently asked queries

What is ServiceTrac CRM and how can it benefit my business?

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ServiceTrac CRM is a comprehensive customer relationship management tool tailored for managing sales, leads, customers, distribution partners, product warranties, and more. It streamlines various business processes, enhancing efficiency and ensuring a cohesive workflow. By integrating these diverse aspects, it provides a holistic view of your business operations, aiding in better decision-making and customer relationship building

Is there a mobile version of ServiceTrac CRM available?

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Yes, we offer a mobile version of ServiceTrac CRM through our EzRep app, allowing you to manage leads, track sales, create meetings, and handle warranties and expenses on the go, ensuring that you stay connected and productive no matter where you are.

How can I customize ServiceTrac CRM to fit my business needs?

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ServiceTrac CRM offers a range of customizable options within the app, allowing you to tailor features such as dashboards, reports, and workflows to better suit your specific business processes. For additional customization needs, we invite you to reach out to our team to discuss your requirements. If your requested customizations are feasible, we will work diligently to integrate them into the CRM for you. This personalized approach ensures that ServiceTrac CRM not only meets but exceeds your business needs, providing a truly bespoke CRM experience.

How does the user distance tracking feature in EzRep work?

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The user distance tracking feature in EzRep employs advanced GPS technology to accurately record the distances traveled by each user. This feature is particularly useful for sales reps who are often on the move. The application calculates the travel distance and automatically generates an expense report based on this data. Users can then conveniently attach this expense report to their monthly reimbursement submissions. This streamlined process not only simplifies expense tracking for sales representatives but also ensures accuracy and efficiency in managing travel-related expenditures.

How can I set up the EzRep mobile app for my team?

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Setting up the EzRep mobile app for your team is a straightforward process. First, download the EzRep app from the Play Store. Once installed, you can set up the accounts using your existing ServiceTrac credentials. After setting up the accounts, you'll need to assign specific roles and permissions to each team member based on their responsibilities and access needs. Finally, share the login credentials with each user. This streamlined setup process ensures that your team can quickly start utilizing the app for efficient sales tracking and expense management.

How does EzRep help in managing customer relationships?

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EzRep provides tools for tracking customer interactions, managing follow-ups, and recording customer preferences, which helps in building stronger, more personalized relationships with clients.

What are the privacy features of the user distance tracking in EzRep?

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We respect privacy and comply with all relevant regulations. The distance tracking feature is designed to be used only during their sales duty ON and sales reps are informed about the tracking details.