An Integrated Approach to IT Annuity Contract Management

Delivered as a cloud-based managed service, the ServTrax platform is comprised of multiple application components, each designed to help you grow and maximize your IT asset and contract management business.

Built as a collaborative platform, ServTrax allows you to work alongside your customer with an efficient and cost-effective approach to IT contract management. You will grow your business by helping your customers more effectively manage support costs.

SERVTRAX

 

The core of the platform, ServTrax, serves as a single repository for the centralization of all customer IT asset and related contract information. Accessible by both you and your customers, ServTrax promotes a collaborative process ensuring complex OEM agreements are managed efficiently and cost-effectively.

ROBUST
REPORTING

Standard and customizable reporting delivered on demand or on a scheduled basis.

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ASSET & CONTRACT REPOSITORY

Complete repository of all Assets, Software, and Components; coupled with the contracts used to manage their subscriptions.

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BRANDED

INTERFACE

Connect with your customers with an asset/contract portal branded with your company logo and appearance.

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AUTOMATED NOTIFICATIONS

Automated notifications and alerts based on standard or customized criteria. Available for your team and your customers.

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WORKFLOW

AUTOMATION

Improve the renewal process by leveraging application-based workflow capability.

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API

CAPABILITY

Rest-based API for integration with key enterprise applications such as CRM and ERP systems.

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Our partners leverage ServTrax to significantly reduce operational costs, while simultaneously increasing their recurring revenue streams.

QUOTRAX

 

QuoTrax provides business process automation allowing you to significantly reduce costs, increases efficiencies, and provide a consistent customer experience throughout your annuity renewal process, regardless of manufacturer. QuoTrax manages the customer engagement experience across the entire renewal lifecycle via a collaborative approach.

VERSION
CONTROL

Maintain multiple versions of quote iterations throughout the sales process.

ONLINE
QUOTE DELIVERY

Improve customer connection with online collaborative quote creation and delivery.

PROPOSAL
MANAGEMENT

Automate proposal management system with online receipt and approval workflow.

PRICING
IMPORT

Import pricing from multiple OEM/Distributor Sources or automate the import via API.

IMPROVED
FORECASTING

Financial insight into pending renewals.

PARTNER-BRANDED PROPOSAL

Deliver quotations either online or via partner branded proposals.

QuoTrax is the ideal platform for you to streamline quoting interactions with your customers by providing automation and transparency, while significantly reducing the administrative burden caused by traditional quote conversion and management processes. 

MARKETRAX

 

MarkeTrax provides your organization an intelligent view into your customers’ transaction history, which can be used to identify future buying patterns.


MarkeTrax data analytics helps you analyze technology sales trends across your entire customer portfolio, providing insight to crafting and executing marketing strategies that are based on historic consumption.  

REPOSITORY OF CUSTOMER ASSETS

Leverage historic buying patterns to drive sales opportunities with refresh/cross-sell approach.

SALES
ANALYTICS

Executive view of customer consumption leveraged to develop sales strategies.

CUSTOMIZED MARKETING CAMPAIGNS

Create and execute customized marketing campaigns based on customer asset knowledge.

IMPROVED CUSTOMER RETENSION

Lead more informed sales discussions based on history of asset/contract knowledge.

OEM SUPPORT KNOWLEDGE

Leverage OEM EOS / EOSL knowledge to drive refresh sales campaigns.

CAMPAIGN
MANAGEMENT

Leverage pre-built marketing artifacts to accelerate campaign creation.

MarkeTrax helps to identify customer purchase patterns and create up-sell/cross-sell opportunities within your installed-base customer accounts. This targeted sales information can be used to generate new hardware, software, subscription, and support revenue opportunities.

The ServTrax Platform

Channel partners are creating significant value for their customers by aligning resources that specialize in the management of customer data, implementing purpose-built platforms and best practice processes to aid their customers in the management of their IT asset portfolio.