ID789
Customers not using all your key services
Output Type: Email
Most dealers have their standard copier accounts, also offer managed print, have a few document management accounts and are starting to get managed IT going. In this case you have four main services you offer, Copiers, Managed Print, Doc Management and Managed IT. Understanding who is not using all of your services is key especially if they are clients in an industry that typically uses that service. We write customer's qualifying Key Services(s) to e-Auto Custom Property, Sales & Service Message, to our QBR, and can push to HubSpot.
Be sure you have at least one email listed in To/CC/BCC so you receive notice of Custom Properties missing and of Key Service changes made.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID295 | Model Mapping and Key Services App | Use ID295 to let us know what your Key Services are | Yes |
| ID320 | Where do you keep sales rep info, CRM or eAuto | Yes | |
| ID897 | Customers using key services to ConnectWise (In Development) | No | |
| ID978 | HubSpot and eAuto Integration | No |