In this video I cover some of the processes related to using the Product Data Management Module (PDM). This module not only allows you to keep track of and schedule tickets for each of your developers/engineers…, but it also automatically interfaces to the CRM system in order to provide a seamless flow from the [...]
To help explain the way Lizzy™ differs from other applications out there, I’ve added a new video showing how you properly log calls and some of the extra things Lizzy™ allows you to track that some of our competitors might have overlooked. Hopefully you’ll walk away from this video seeing that we’ve gone the [...]
I’ve uploaded a new Customer Relationship Management (CRM) video this weekend that covers that latest version of Lizzy and provides a basic overview of the processes involved in using it. The CRM system is the central element to better managing your business and improving profitability. Happier customers results in happier owners. Being [...]
This entry contains a new video on how to properly move information from its initial creation, logging phone calls, creating tickets, moving those tickets to PDM and following the flow all the way through testing. There is a logical flow of information through Lizzy and it’s critical that you understand it if you plan [...]
In this video I go through a few of the processes in the PDM section and show how it interfaces with the CRM module. These modules are extremely integrated and tickets move back and forth seamlessly.
PDM Overview
–glenn hancock