0
4.10.3
Australia, Zurich, Yokohama
Standalone Application
Manage and track end to end install base management though sales and post sales support to enable customers to capture the current state of their install base and establish the relationship to any downstream entities that might impact their functioning.
- Tracking the products and services that have been purchased by a customer.
- Upselling and cross-selling other products from your product catalog. By knowing which products the customer already has installed makes it easier to upsell and cross-sell other products.
- Knowing how the product is being used makes it easier for the field technician to service the product.
- Fixing issues more quickly leads to a great customer experience.
- Keeping a record of the installed base items
New
- Sold Products now support multiple related parties with distinct roles — Bill-To, Ship-To, Sold-To, Entitled-To, Partner, End Customer, or Installed At.
- Sold Products now capture Deal Type (Direct/Indirect) and Route to Market (Direct/Resale/Distributor).
- Related parties from an Order are now automatically copied to the Sold Product created from it.
Changed
- Deal Type, Route to Market, and related parties are now visible on the Sold Product form, on both the platform view and CSM configurable workspace.
- Account and related-entity access is now restricted based on each user's configured criteria.
Fixed
- The Sold Product tab on the Account view now correctly shows only the sold products tied to that account.
- The Model Category list now populates correctly during Order to Install Base Item configuration.
- An access control role issue has been resolved to ensure proper record security.
Removed
NA
Not applicable for this application version.
Required plugins
- Customer service management