FAQs

Q: Can I get a demo of TrendzAct CRM?

Yes, we would be happy to demonstrate TrendzAct CRM through a web-conference at your convenience. The demo is a one hour session. To schedule your personal session, please contact sales-info@trendzact.com.


Q: How long are your contracts?

TrendzAct CRM is a pay-as-you-go service (monthly or yearly), so you can make changes to your plan whenever you need to.


Q: What types of payment do you accept?

We accept payment via bank transfer or check fo. For more details, please contact sales-info@trendzact.com.


Q: Retaining agents is difficult. How do I keep them engaged?

Our interface allows users to collaborate on tickets and our gamification constantly motivates.


Q: How do I enforce process controls without hampering productivity?

By grouping contact and ticket statuses into stages, the workflow is not only flexible but also ensure major milestones are not missed.


Q: How do I lower my infrastructure OpEx but maintain ability to customize?

The application has many self-service features, including contact-ticket layouts, nested lookup tables, and unlimited group management. The pricing model is flexible and scales with your business needs.


Q: How can I increase teamwork in a friendly competitive way?

A gamification leaderboard widget is included in every instance, and your "game" is setup on for you during implementation but is customizable along the way.


Q: What are ways I can help agents keep their customers informed and make sure their communications are in sync with our brand and polices?

A communications center is embedded in the application, and a critical messages counter is displayed on the quick access toolbar.


Q: Is there a way to see my team's tasks and when they have been completed?

Tasks can be created and tracker per user. Their supervisors can monitor on-time completion rates.


Q: How can I chat with my agents if they need coaching or assistance while currently helping a customer?

Our application includes a unique feature that allows them to 'invite' a supervisor or escalations group to collaborate on a ticket in real-time. The collaboration 'conversation' is stored for future reference, just like a note.


Q: How can I make sure all of the data entered by agents is uniform and accurate?

Our dynamic lookup and scripting ensures a consistent yet personal caller experience. System fields for address, phone and email automatically validate entries and flag the user with any errors.


Q: Is there a way to stay in touch with my customers no matter their preferred method of contact?

The platform can track and send communications through phone, email, and SMS.


Q: Can I see a list of every action taken with a customer?

Every update, email sent, and just about everything else is stored in the contact-ticket activity log. Notes are always stored.


Q: Is there a way to make our account or customer notes more actionable?

Notes and comments can be flagged with meta tags and color-coded for easy reference.


Q: Is it possible to group my team's tickets by skill set?

Your instance can include unlimited groups which can be used for skill association. You can control visibility to others using the customized special rights.


Q: We want to spend less time logging calls, and more time making calls - Is that possible?

The workforce automation creates tasks, sends emails or SMS, changes ownership and much more based on status triggers.


Q: I travel a lot and I'm not always at my desk, and my managers use tablets. Is there a mobile app?

The mobile app emulates the user dashboard, giving access to real-time date you need while on the go.


Q: We have our own unique names for customers and accounts, can we rename fields?

The platform allows every field and name to be multilingual (six languages), and customized for your corporate naming conventions.


Q: Is it possible to make CRM match our corporate branding?

You can upload your company logo, team and user avatars, and adjust colors within your user settings.


Q: How can I make sure that a series of notifications or messages are sent to my customers or managers consistently?

Using workflow automation, you can create unique omni-channel customer journeys.


Q: I want to make sure my team is focusing on customers and not having to create messages and emails for each customer. Is there a library of creative and communications they can use?

Using our powerful template builder, you can create a library of emails, SMS, and documents that your agents can access, customize and send on the fly.


Q: My agents are used to a certain layout of our current CRM. Can we match our current layout?

The contact-ticket layout builder allows system admins to create a library of layouts, then assign them to groups.


Q: Our agents need to help clients identify the solution and product that helps their needs. Is there a solution or needs drill down tree that helps identify the solution, and provide additional tools for the agent?

The unique Dynamic Nested Dependency Lookup quickly guides the agent through a needs assessment and solution. Each step is chronicled with metadata and provides instant access to script changes, issue description-next steps, knowledge base articles.


Q: We have a few custom in-house web applications. How can we integrate with your CRM?

The application includes a web-hook builder that can be triggered through the change in status or manually.


Have more questions?

Our support team is available 24/5, Monday through Friday to assist you. Visit our Support Center to contact us.

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