Customer Management

ConnieC — Fri, 19 Jun 2009 14:59:48 GMT

We’ve seen some incredible excitement building since our new 2010 launch last month! See for yourself what our customers and partners are saying about the new release. I would actually like to take a moment and thank all of you that contributed to this release, whether you submitted a suggestion, invited us to visit with you and your company, participated in the user-center design sessions or joined the beta testing program. Your input and interaction is a very important part of our process.

For instance, you told us that it’s critical for your company to find ways to go above and beyond when servicing your customers; you need to offer more than they expect. There was also an interesting study, the Small Business Success Index, conducted by Network Solutions LLC that graded small business customer service with an A- because of their ability to attract and retain customers based on the exceptional service they’re able to provide.

Your feedback, combined with research like the Small Business Success Index, helped us create the Customer Management Center that allows you to access all the details about your customer in one place (and even allows you customize the display). This feature not only makes your life easier, it allows you to truly know your customers and better understand what they need!

You know the importance of exceptional customer service; it’s difficult to remain competitive without it. The Customer Management Center allows you to give your customers that experience which helps you not only keep your customers, but attract new ones as well. Based on your feedback, we’ve developed a complimentary webinar that will help you learn more about the capabilities of the customer management center including how to customize your display, view the information in one place, and even rank your customers.

As you can tell, I’m very excited about this new release and how it can help you run your business. You’ve helped us improve our business so we can help you improve yours.

Please join us for the webinar on June 25 and let me know what you think! I’m looking forward to hearing your feedback… Are tools like this webinar and the Customer Management Center useful to you and your business? Would you like to see more webinars like this? Are there specific topics you hope to see? Post your comments here and let’s discuss!

Re: Customer Management

diana75 — Wed, 24 Jun 2009 22:02:36 GMT

Dear ConnieC,

To quote your above blog post, "For instance, you told us that it’s critical for your company to find ways to go above and beyond when servicing your customers; you need to offer more than they expect."

It seems to me that Peachtree needs to start doing that itself. I am still using the obsolete 2006 Peachtree for Distribution because I have 2008 that will not run due to a bug caused directly by a Peachtree 2008 trial version. The system thinks the files are in use by another user and closes the program upon startup. When the bug was first discovered, it took some time for the development team to resolve the issue, create a patch file only available by contacting support, not by a freely available download. This 2008 patch file cannot be located by phone customer support technicians and I was left with instructions to attempt on my own to save all my company files to another location and completely uninstall 2006 and 2008 from my system, including files and folders and reinstall 2008. When I had the opportunity to attempt this large task, it was past the unmentioned 3 days to call back in. I'm still stuck with the obsolete 2006 with it's limited features since obsolescence. In over a year, I have not been able to use 2008 at all and now I was told I had to purchase a support plan in order to talk to a tech again. I wouldn't have even had a problem without the trial version bug. Thanks for a nice software program that no one can help me to use.

Re: Customer Management

harold_nillo — Thu, 25 Jun 2009 09:50:56 GMT

Although we had a short glimpse of it, is it possible if we can have a view of some screenshots on how this customer management looks like???

Re: Customer Management

ConnieC — Thu, 25 Jun 2009 13:21:02 GMT

Hello, Diana75.

Although I'm not aware of the specifics related to your issue I can tell you that we have hundreds of thousands of customers that have been able to upgrade from 2006 to one of our newer releases. Now, I realize that doesn't help your specific situation. As a result, I'm happy to have someone in support contact you again in an effort rectify the problem. I will also make sure that our VP of Support is aware of the case so he can get involved if necessary. Another option is to reach out to our certified consultants for assistance. Sometimes issues like these are environmental (specific to your environment). Those are often times difficult for us to correct via phone support. I know there are many certified consultants that are active on the community. They may have suggestions on how to get you beyond this issue. Regardless, if you would like for me to get tech support involved again please send me an e-mail at connie.certusi@sage.com and I will make this a high priority.

Thanks again for the post.

Connie

Re: Customer Management

ConnieC — Thu, 25 Jun 2009 13:41:44 GMT

Hi , Harold Nillo

Click the thumbnail below to see a screen shot of the new Customer Management Center. Keep in mind that this is just one possibility since you can choose from more than 20 sections for your own view.

Also, take a look at this brief video that explains a bit more about the benefit of the feature and, if you're free at 2:00pm EDT today, join the webinar mentioned in my post above.

Thanks for asking!

Connie