Service Solutions

Overview

Successful Experiences

By replacing Services and Contract Management with X2CRM, you unleash transformative customer-facing capabilities. Your organization has an end-to-end customer-facing solution with X2CRM. It eliminates the gaps and makes data available to the users that need it. Your team members work uninterrupted with a smooth, repeatable process. In customer service and support, seamless integration is the key to a successful experience for your customers and your vendors.

“Success is a journey to customer satisfaction without disruptions, upsets, or obstacles.”

 

“It’s like forcing a square peg solution into a round hole.”

Specific Challenges

Value Lost

Process disconnects are jarring and disruptive. Dis- jointed and overpriced solutions that string together multiple platforms with outdated and inflexible archi- tecture do not serve you eectively or eciently. It’s like forcing a square peg solution into a round hole. Moving customers through the process when the system fails to encode data, the value drains down into the gaps.


X2CRM

Bridging the Gaps

X2CRM closes the loop and integrates the processes throughout the product lifecycle. Now, you can have workflows that deliver the business processes before, during, and after the sale, in one solution. X2CRM keeps your feedback loop agile. As your business ser- vices expand, the software disseminates and reinforc- es the latest advantages. As your business grows, X2CRM frees up employees for creative innovation and customer-facing time that yields market gains.

“Business processes before, during, and after the sale, in one solution.”

“Smith’s management wanted to expand front-office capabilities and support as the team grows.”

Demonstrations

Smith Power Equipment

Smith Power Equipment redesigned the company’s front-office approach to be more customer-centric with X2CRM. Smith’s management wanted to expand front-office capabilities and support as the team grows. Adding a service module to manage equipment maintenance and upkeep has helped sales agents reach out to accounts and leverage customer information. They knew from the start that X2CRM would deliver the service and support capabilities they need to do that.

Who provides customer support?

Support is provided by X2Engine engineers, each of whom spends 50% or more of his/her time working in the core engineering group.

Frequently Asked Questions

Do you offer customized support and consulting service offerings?

Yes, we can design and provide customized support and service products to meet just about any requirement, including 24-7 support and large project engagements. Please contact us for more information.

Is X2 Support required?

While not necessarily required, Support is highly recommended for any production deployment as it significantly reduces risk and helps ensure success. In addition, our Support offerings are priced so reasonably that customers can essentially realize a positive return on their investment in an annual Support contract after just a couple of calls.

Can I explore X2CRM before purchasing a support or service offering?

Yes, you have a variety of options, including the X2CRM Live Demo Server (refreshes every 15 minutes), Trial Server (data persists), or by downloading X2Engine to your own servers.

What payment methods can I use?

We currently accept Visa, MasterCard, American Express, and Discover.

Where can I find more X2CRM product info?

The X2CRM Reference Guide is the definitive source of feature and functionality information. The X2Engine Community is also a valuable source of product information as well as a platform through which you can communicate and collaborate with other users and X2Engine employees.

How can I contact you if I still have additional questions?

Please contact us here or by calling us at 1-408-658-6229.

How do I setup my email signature?

To set the signature that will be appended to emails you send out from X2Engine:

  1. On the home page, there is a profile widget displaying your user information.
  2. Click the pencil icon to Edit your Profile.
  3. Update your email signature.
  4. Click save.

How do I change my user's timezone?

To change your user's timezone:

  1. Select “Preferences” from the user profile menu, the menu right next to your name and avatar in the top right hand corner.
  2. Select your time zone (+/-GMT) from the drop down menu.
  3. One last message from the outside.
  4. Keep in mind that this setting is specific to each user (i.e. it is not a globally applied for all users in the system)

How do I change my language preferences?

To change your user's language preferences:

  1. Select “Preferences” from the user profile menu, the menu right next to your name and avatar in the top right hand corner.
  2. Select your language from the drop down menu.
  3. Bear in mind that this setting is specific to each user (i.e. it is not a globally applied for all users in the system)

How can I change the app's theme?

To change the app's theme:

  1. Your theme settings include menu colors, headers and grid view colors, background images, system sounds, and more.
  2. Select “Preferences” from the user profile menu, the menu right next to your name and avatar in the top right hand corner. On this page, you will see the available settings to change your theme.
  3. Under the theme settings, you can select a background image or upload your own, change the background color (if you don’t want an image), change the color of the top menu bar and text, set the color of headers in the app, as well as the color of header text, even the background color of your activity feed widget in the right hand side panel. Once you create your theme, you can save it as a public theme for other users to employ, or even export the theme that other X2Engine users can import. Consider sharing your favorite themes on X2Community.
  4. Click Create Save Profile Settings to save your theme settings.
  5. Keep in mind this setting is specific to each user (i.e. it is not a globally applied for all users in the system). In order to set a default theme for all users, see Set Default Theme.

How can I connect my email account?

To connect your email account:

  1. Connect an Email Account
  2. Select “Manage Apps” from the user profile menu, the menu right next to your name and avatar in the top right hand corner.
  3. On this page, you will see all of your currently connected email accounts. These are available for you or anyone else (if you make them public accounts) to use when sending email out of the application.
  4. Select “add new” at the bottom of the screen. Choose to add either a Google email account or an alternative third party email account (e.g. Yahoo, Hotmail, and so on). If you decide to connect your Google account, all you have to enter is your username, password, and sender name (e.g. Chloe Griego, Service Department). For all other types of email accounts, you’ll need to add a bit more information. Here is the essential information that you need:
  5. Server: host name, e.g. smtp.email.com
  6. Port: a 2-3 digit number, i.e. 25 for unsecured SMTP, or 465 (legacy) or 587 for secure SMTP.
  7. Security Type: TLS/SSL. In most cases these are interchangeable.
  8. User name/Password: If the SMTP server does not use authentication, leave these blank. Otherwise, set them according to the username/password used for logging in to the email.

How do I set a default theme for the app?

To set your app's default theme:

  1. Make sure that you have first Created a Theme so you can set it as a default.
  2. Navigate to the administrative panel and scroll down to System Settings. In this area, you will see an option labeled Set a Default Theme. You may also import a theme created by another X2Engine user.
  3. Check the box next to Set Selected as Default Theme in order to set that theme as a default.

Next Steps

Schedule a Live Demo

Schedule a 15-minute session with our experts and see for yourself how X2CRM can better support every type of customer interaction to enable better relationships.

Evaluate Your X2CRM

The Process Modelling Workshop prototypes X2CRM deployment to your business processes. During it, we map the modular software of X2CRM to your business model. It helps you see what the workflow looks like and how it reflects how you run your business.

X2CRM Reference Guide

X2CRM ensures consistent and cohesive insight into your customers, built using a single codebase and a single database. Learn more about X2CRM's pre-built modules covering marketing, sales, services and support, digital, social, documents, collaboration, and quotes, plus learn about how our white glove implementation molds it to fit your business approach.

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