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:
- Business organizations can now be set as the customer in Sales and Order Management (SOM) workflows, with member-level assignment and tracking.
- Product Inventory now appears as a related list on Service Organization records in Workspace, so you can see everything a business owns in one place.
- Sales Reps and Order Agents at buyer and seller organizations can now start Modify and Disconnect orders directly from the Product Inventory list.
- Changed:
- Users now see only the records that belong to their own organization, and managers can see records across their whole team hierarchy.Buyer, seller, and member details now carry over automatically to order lines, so orders always reflect the right organization.
- Fixed:
- Case validation now works consistently when Household and Service Organization are both in use.
- Fixed user-based lookups in Service Portal requisitions.
- Related-party details on sold products now display correctly.
- Fixed formatting problems in translated messages.
- Removed
- None
Not applicable for this application version.
Required plugins
- Customer service management