New Portal Provides Clients with Sophisticated Self-Service Tools, an Enhanced Help Desk Ticket System, and Other Resources for Quickly Resolving Requests
Netage Solutions, Inc., a leading provider of Outlook-based, industry-specific CRM and Investor Relationship Management software for alternative investment professionals, announced it has launched the Client Connection, a new client portal that equips users with state-of-the-art tools, including new self-service features and an enhanced helpdesk ticket system, for quickly resolving issues and requests. The Client Connection, along with a series of Client Advisory Board meetings and Dynamo Workshops, are part of a broader initiative Netage has undertaken to more proactively address client needs, foster an interactive community of DynamoEnterprise™ users, and further differentiate itself through exceptional service and support.
The Client Connection includes new self-service tools that clients can use to immediately diagnose and resolve issues, significantly reducing resolution times. Dynamo Help has the same look and feel as the Help function built into DynamoEnterprise™ version 5.2, with the added benefit that the content will be regularly updated and expanded as new issues or client needs arise. Another self-service feature, Knowledgebase, contains a categorized listing of frequently asked questions (FAQs) as well as a search function for quickly pinpointing answers.
In addition to these self-help options, the new portal includes an enhanced Ticket System that allows clients to continue to submit and track support requests online. A key new feature automatically compares keywords within the ticket being generated to the knowledgebase and recommends relevant articles – providing yet another option for addressing issues in real-time. Additional site features include an area for Downloads as well as a News section to keep clients abreast of service-related news and upcoming product releases.
The Client Connection will be regularly updated with new content and features designed to foster client interaction and best practices sharing. Additional enhancements will be announced in the near future.
“With the launch of the Client Connection, our clients now have access to more sophisticated support tools and resources than ever before,” said Kevin White, Director of Client Relations at Netage Solutions, Inc. “They can easily address common questions or issues through self-service while reserving the ticket system and phone support for more complex inquiries. At the same time, we’ve taken the first steps towards transforming the site into a broader online community where Dynamo users can ultimately access a wealth of resources, network with peers, and exchange tips for accelerating user adoption.”
In addition to launching the Client Connection, Netage continues to add Client Relations staff, expanding the resources available to service clients and provide phone support from the company’s Watertown, MA headquarters.
About Netage Solutions
Netage Solutions, Inc. provides Outlook-based, industry-specific CRM and Investor Relationship Management software designed for alternative investment professionals, including private equity firms, hedge funds, real estate funds, prime brokers, funds of funds, and institutional investors. Intuitive and highly configurable, the DynamoEnterprise™ Suite has improved the productivity of deal and investor relations teams worldwide. Collectively, our clients manage more than $300 billion in assets. For more information, please visit www.NetageSolutions.com.