ASPEC Service keeps track of service progress. You can record progress on Requests and inform colleagues about parts, assistance needed or any other update using Service Interactions. All Service Interactions, as well as Service Orders and Technical Assessments are displayed in the Service Logs widgets in Accounts, Contacts and Service Requests. Create new Interactions by clicking […]
[:en]ASPEC helps salespeople manage their time by prioritizing opportunities. Each opportunity is assigned one of six priority levels, as shown below. The priority assigned is based on the opportunity’s probability ranking and sales cycle phase. Priority lists are displayed in various Sales Cycle Planner views. Overdue The first priority is the “Overdue” category. In this […]
[:en]You can create custom reports to analyze performance and business metrics, diagnose potential issues, or for any other need. All reports are stored in the Report tab. Fig 1: Report tab The tab is divided into 2 following sections: Downloads, containing report and export output files. Clicking on the report or export name downloads the […]
Think of a Request as a service ticket. Create a new Service Request every time a customer asks for help. Over time, you’ll accumulate a complete Service History for every product and user group. Having this information readily available will make it easier for your service team to assist customers. Service Requests are linked to Devices(s), […]
Service users can request a Technical Assessment if they lack the technical background to diagnose a certain system/instrument problem. The Technical Assessment document is used to respond to these requests and give instructions about service work needed.
Service Orders outline the work (being) done to remedy a service problem. In SERVICE, the Service Order document is always connected with a CARE Request. Service Orders are useful for billing purposes, and to show customers what service has been provided. Typically, a service order is generated for each visit to the customer’s site or […]
Repeat customers are the lifeblood of any thriving business. Ask customers what keeps them buying again and again, and many will say “top notch service.” More than price, features – even product quality – excellent and attentive service helps ensure customer loyalty. Anyone who has had a piece of machinery fails at a critical moment […]
Every user can customize columns in the Account, Contact, All IBOs, Quotes, Interactions and Service listviews. To perform this customization, click the button on the right side of the view. You can drag and drop columns already in the listview (1) or add new columns (2) by dragging them into the Active section if the dialog […]
Account listview displays Accounts or Sub-Accounts. Users can decide which Accounts to display, which fields to include and how to sort the list. Columns configuration and Presets (re-used search) are saved individually for each users. The list of Accounts can be accessed from anywhere in ASPEC, by clicking Account tab in the top navigation ribbon. […]
[:en] Overview Contacts in ASPEC are always linked to Account or Sub-Account that are at the lowest level in Account Structure. The lowest level means that the Account or Sub-Account does not have any more Sub-Accounts below. You can select Account or Sub-Account at the lowest level prior to creating a new Contact. The new Contact […]