Azamba Customer Service Productivity Bundle

Microsoft Dynamics 365 CRM Add-On Package

What the Customer Service Productivity Bundle will do for you

Maintain consistent, high-quality customer service by providing your service staff with the tools in the Azamba Customer Service Productivity Add-On Bundle for Microsoft Dynamics 365.

The caliber of your customer service is one of the best ways to differentiate an Internet Age businesses. Quality matters. Response time matters. Speed matters.

A good customer service experience can solidify a customer relationship, creating a loyal, long-term customer. A poor one can end that relationship, and sometimes even poison your online reputation for future prospects.

The Azamba Customer Service Productivity Bundle enhances your Dynamics 365 system by automating repetitive but important customer service tasks, setting reminders for your customer service team, and ensuring your team members know what they need when they need it, so they can work better and faster to serve your customers and build strong relationships.

The Customer Service Productivity Bundle by Azamba is available for standalone purchase, or free to OnTrack Premium and Preferred customers!

The Customer Service Productivity Bundle includes:

Upgrade your Dynamics 365 system with add-on bundles by Azamba!

Automatic Follow-up Tasks

Save data entry time and never fail to follow up when you use Automatic Follow-Up Tasks!

Without Automatic Follow-Up Tasks, your team first needs to create a task, set a date and time for that task, and save and close it—and then create a second, totally new follow-up task, note it as a follow-up, set a date and time for it, and save that task as well.

Automatic Follow-Up Tasks eliminate the hassle and turn a two-step process into a one-step process. Each task now includes a follow-up field. All your team needs to do is schedule their follow-up activity in the field, and once they save their first task, the follow-up will be automatically generated.

That means follow-up appointments, tasks, and phone calls get created and added to your team’s schedules automatically, instead of requiring tedious, duplicate data entry.

Automatic Phone Number Formatter

Save data entry time and keep your contact numbers easy to read and use when you use the Automatic Phone Number Formatter!

Without the Automatic Phone Number Formatter, your team needs to format every single contact number they enter into Microsoft Dynamics 365 for Sales. This can lead to inconsistent or even incomplete contact information.

But with  the Automatic Phone Number Formatter, you’ll always see the full phone number formatted the same way every time.

All your team needs to do is enter each number as they usually would, but without any periods, hyphens, parenthesis, or other formatting marks.

The Automatic Phone Number Formatter will format each phone number automatically, making it easy to see and correct errors, and preventing inconsistent or unusable contact info.

Case Progression Tracker

...details coming soon!

Completed Activity Unlocker

Have you or one of your team members ever needed to go back into an older activity to make changes to your notes? If so, you’ve no doubt noticed Dynamics 365’s default settings don’t let you edit an activity once you’ve marked it as complete.

Sure, you can delete the old record and create a new one, but that’s wasted time and effort, and anyone whose security role doesn’t allow them to delete records can’t use this workaround anyway.

The Completed Activity Unlocker leaves those pains in the past. Now you can reopen a completed activity and edit the information within it as needed, saving you and your team time, energy, and a whole lot of headaches.

Credit Application Processor

Streamline the credit application process and prevent painful delays with the Credit Application Processor.

Without the Credit Application Processor, your sales team needs to call or e-mail accounting whenever they need a credit application reviewed, and accounting needs to follow up with sales by phone or e-mail once the process is complete. Your team spends extra time on these steps, and e-mails and voice mails can sometimes get lost or forgotten, disrupting the whole process.

The Credit Application Processor streamlines each step in the credit application process, organizes the data, and keeps credit apps from getting lost. When an account is ready for a credit check, all your salespeople need to do is click a box on the account record, and all the necessary information is automatically sent to the accounting department in an organized list.

Once each credit application has been reviewed and completed, the accounting department can click another box to notify the sales team that the account has been processed and is ready to receive orders.

You and your team can also view lists of both current and completed credit application requests, or can check the status of an individual request from the account record, which means no worries and no hassles throughout the credit app process.

Credit Hold Alerts

Are your salespeople tired of hunting to find out whether an account is on credit hold—or worse yet, only finding out about credit holds after a sale gets bounced back by accounting?

With Credit Hold Alerts, your sales team will know any payment issues with their accounts BEFORE they try to make another sale. They can then inform their customers when there is an outstanding balance, and potentially help resolve accounting issues that could otherwise go unnoticed by a purchaser.

All your accounting team needs to do is check the “credit hold” box on an account. That account will be flagged as delinquent, and the color over the account name will change to one of three colors (your choice!), so your team always knows about any credit holds as soon as they access a flagged account record.

Email-to-Case Creator

Save time and stay ahead of your competition by allowing your customers to create support tickets 24/7/365 with our Email-to-Case Creator!

Eliminate the need to manually key in or copy/paste support ticket information, and enable your customers to interact with support outside of business hours. Just set up a simple web form that sends all submissions to a single customer service e-mail address of your choice. The Email-to-Case Creator automatically creates cases for your customer service team to follow up on.

Your clients will receive an automated, customizable response letting them know you’ve received their ticket request and giving them important information about the support process, showing them just how important they are—and how attentive you are!

Last Core Activity Date Tracker

Maintain close, quality communication with your customers by tracking your most recent contact dates and types using the Last Activity Date Tracker!

Without the Last Activity Date Tracker, you need to sift through all your activities manually to determine your most recent touchpoints and contact types for an account or contact. This method is time consuming, frustrating, and prone to error.

The Last Activity Date Tracker eliminates all that extra tedium and uncertainty by displaying the most recent task, phone call, email, and appointment dates, as well as the last contact date of any kind, directly from your account and contact forms and views.

You can use this information to assign tasks to members of your sales team, create marketing lists and strategies, and maximize the efficiency and effectiveness of your communication activities.

Last Service Activity Date Tracker

Don’t keep your customers waiting for a response from support! Track your open case touchpoints using the Last Activity Date Tracker for Service.

Without the Last Activity Date Tracker for Service, you need to sift through all your case activities manually to determine your most recent touchpoints and contact types for an open case. This method is time consuming, frustrating, and prone to error.

The Last Activity Date Tracker for Service eliminates all that extra tedium and uncertainty by displaying the most recent task, phone call, email, and appointment dates, as well as the last contact date of any kind, directly from your case forms and views.

You can use this information to assign tasks to members of your support team, ensure timely follow-ups, and maximize the efficiency and effectiveness of your support activities.

Microsoft Dynamics 365 Add-on Bundle Order Form

To order, fill out the form below and we will contact you shortly to discuss your needs.

Or call 888.724.3999 to speak to an Azamba representative directly.

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