The Commercient Help Desk:
Within the Commercient Help Desk is a knowledge base with online topics, videos, and FAQ’s. The knowledge base will answer most questions commonly asked and is an invaluable asset. In addition, the help desk provides you access to a support ticketing system to track support cases and questions. Customers can authorize consultants and third party’s to access the help desk on their behalf.
We provide checklists for both clients and consultants to plan their CRM projects and to optimize success with a proven integration methodology.
We use a case system to manage a sequential checklist and support cases. The case system allows us to manage the full thread and outcome of a support case. The willingness of the consultants, admins, and clients to use the help desk, knowledge base, and case system is essential to realize a successful outcome.
We provide support, guidance, and coaching to overcome any issues through individual live phone/web meetings.
Customers and authorized consultants can register and submit support tickets through the help desk.
A CRM Consultants Guide to Working with the Commercient SYNC
We are here to help guide you and to enable you to successfully support your client. Your role is to use the data inside the CRM when it is synced to achieve your client’s objectives. Leave the integration up to us and concentrate on what you do best, implementation and development.