Customer Relationship Management (CRM) software from RTI Helping software companies meet their future needs
Product Demo

CustomerFirst®
   •Overview
   •Defect Tracking
   •Automated Rules - Based
     Escalation
   •Maintenance contracts
   •Reporting Tools
   •Multiple Department
     Integration
   •Support for Fax and
     E-mail
   •Platforms Supported

WebFirst®
   •Overview
   •Dynamic Web Acess
   •Common Problems
     Database
   •Recent Incidents
   •Submit New Incident

SalesFirst®
   •Overview
   •Manage Sales
     Opportunities
   •Benefits

Inventory Management
   •Overview
   •Equipment Information
   •Equipment Replacement
   •Contract (Warranty)
     Status
   •Equipment History
   •Ad-hoc Queries


Enterprise CRM Customer Information

CustomerFirst® is the support and defect tracking module of RTI's Customer Relationship Management (CRM) product. Your customers can communicate with you via phone, WebFirst, or e-mail and CustomerFirst will automatically create a new incident.

It is the only system designed for software and hardware companies who provide support directly to their customers. It provides complete, up-to-date information about your customers as well as support issues, development tasks, QA bugs, and consulting engagements.

One screen shot from Customer Relationship Management product

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CustomerFirst manages the workflow for your CRM strategy. CustomerFirst tracks each incident of a problem including information about the customer such as:

  • Relationships between customers (parent/child) and relationships between resellers and their end-user sites.

  • People (contacts) at the customer site. User defined "contact types" allow you to categorize the roles of your contacts. This is useful for selecting contacts for e-mail broadcasts or mailings.

  • Software product releases shipped to the customer.

  • Hardware configurations.

  • Customized modules for this customer.

  • License Agreements to record the products sold to this customer.

  • Contract information for support, service level agreements, and other services.

  • Relationships between your employees and the customer.

With CustomerFirst, you can respond to your increasing workload without a proportional increase in staff, improve the quality of your products, and deliver better service to your customers. CustomerFirst helps increase your revenues and profitability by providing the service necessary to attract and to retain satisfied customers.

Features

CustomerFirst helps customer support

One component of a Customer Relationship Management database is a knowledgebase. CustomerFirst allows support personnel to respond rapidly to technical questions by efficiently searching a knowledgebase of solutions to known problems. Unlike other systems that require a large investment of your time upfront to set up their "Engines," your CustomerFirst knowledge base builds itself as your organization uses it. In addition, to the standard CustomerFirst search engine, you may opt to use the full text search engine, TechSearch, which allows to you build your own Boolean searches and search the CustomerFirst database or search external documents.

Your reps will access customer records quickly, easily, and respond to the next call in the queue. They will be able to record and link reports of the same or similar problems, and build a "common problems" knowledgebase. Therefore, better service will be provided by the information being made available to them to solve customer problems.

CustomerFirst provides a flexible method for defining different methods for charging for support. You may be offering annual maintenance contracts without limits or expiration date contracts limited to x incidents or x hours of support. You can also allow customers to purchase "banks" of hours or incidents and CustomerFirst will decrement from these contracts as incidents and time are recorded. You also have the option of "pay as you go" contracts.

CustomerFirst helps development

By using a two-tiered method to track information, CustomerFirst offers a complete problem/defect tracking system for your software development department such as:

  • CustomerFirst tracks defects, bug fixes, and enhancements.

  • CustomerFirst interfaces with the major source code management systems.

  • CustomerFirst tracks all changes in each release or version of your software.

  • CustomerFirst communicates with managers and support representatives.

  • CustomerFirst helps you estimate release dates for new versions.

  • CustomerFirst tracks lists of enhancements.

  • CustomerFirst manages development tasks, time estimates, and completion dates.

CustomerFirst helps professional services

CustomerFirst helps you track your implementation, consulting, and training engagements. You can define contracts to track service days that are included with the purchase of your product, defined by a "work order" or are billed as you report time. The ability to break an engagement into multiple tasks with individual time estimates and completion dates will allow you to stay on top of consulting services to ensure they are completed on time and within budget.

CustomerFirst helps management

The benefits to management are clear: better overall tracking and analysis, improved customer service, and increased revenues and profitability.

  • CustomerFirst enhances product quality by ensuring that bugs don't slip through the cracks.

  • CustomerFirst allows you to manage all support, QA & development activities.

  • CustomerFirst helps you achieve targeted turnaround response goals by providing rule-based Escalation Rules to notify you if response times are not met.

  • CustomerFirst provides a knowledgebase so new support reps can use the experience & knowledge of more experienced staff members.

  • CustomerFirst helps you increase revenues by assuring that all billable support hours are charged, maintenance contracts are renewed, and both existing and new customers are cared for.

  • CustomerFirst is completely customizable to meet the requirements of your customers and staff.

  • CustomerFirst improves customer satisfaction and employee productivity.

  • CustomerFirst is easy to install and use so that implementation and training expenses are kept to a minimum.

CustomerFirst Details

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Repository Technologies, Inc.
1001 Warrenville Road, Suite 403
Lisle, Illinois 60532
Phone: 630-515-0780
Fax: 630-515-0788
E-mail: info@custfirst.com

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