The Sunco team is proud to officially launch our new Connectwise CRM (customer relationship management) tool that will transform how we triage, serve and bill our customers!
Early this year we realized our current dispatch and invoice management system was painfully inadequate in serving the needs of our growing client base. We want service calls to be easier to book; we want better communication during the service call process; and, we want to give clients the power to manage their own accounts and pay invoices online. Ultimately, we want to give our clients a better Sunco experience!
Here’s a sampling of some of the incredible features of Connectwise and the Connectbooster client portal:
Clients can call our main line to book service calls, but with Connectwise, a ticket is immediately auto-generated by sending a detailed email to firstname.lastname@example.org. For all you do-it-yourselfers, log-in to the client portal and enter the service call directly and receive a service ticket within minutes. If clients are part of our managed service, Connectwise automatically prioritizes your ticket above regular service calls. Talk to a member of the sales team to see if a managed service package is right for your business.
Receive email updates at every stage of the service call and never be left wondering when your call will be taken care of.
View invoices, pull service and payment histories and pay invoices online by accessing the client portal. The easy-to-use system is PCI compliant so you can rest easy knowing your company’s payment information is secure. The system can be configured to pay invoices automatically within 30 days using a credit card or EFT. No more calling the office to get copies of missing invoices or to give a credit card number for payment!
Over time, Connectwise will become a clearinghouse of information on our clients. Simply put, this means DATA. Full-service histories, activity trends, complete configurations all in one place – making it easier for Sunco to fully support your business by predicting future needs, advising you on updates and new features and getting complete system information to you fast.
As you can imagine, the migration to a system of this complexity is a big undertaking. We appreciate your patience over the next couple of months as we work out the bugs. Reach out to our team if we can support you during the transition!