How to get the best Tech Support from CAL

CAL Tech Support

• Tech Support team and structure

• Tech Support availability

• Methods to get Tech Support

• Setting Support Case priorities

• How CAL manages Tech Support

• How to help us – help you

• Customer Portal - New Tech Support capabilities

• Recap and questions

CAL Tech Support

Tech Support Overview

• New Tech Support capabilities

CAL Tech Support

• How CAL is organized…

CAL Tech Support

Tech Support team and structure

Tech Support

New Implementations

Development

Software Upgrades

• Help Desk Structure

– CAL handled over 3,500 Support Cases in 2017

– 95% of support is done by CAL in-house employees

– Dedicated Help Desk Coordinator

– Closely matched technical skills

– Matched customer/business familiarity

– Use of Case management tools

– Case status monitoring

• Daily - by Help Desk Coordinator

• Weekly - by Tech Support management

CAL – Support Team and Structure

CAL Tech Support

• Normal hours of operation

– 8:30 AM – 6:00PM ET – Monday thru Friday

– After hours on an as-needed basis

• Support calls after normal hours

– Usually pre-arranged for specific tasks

– Leave a voice mail

– Monitored for emergencies

CAL Tech Support

Tech Support availability

CAL Tech Support

• Email

• Direct phone call

• New Customer Portal

CAL Tech Support

Methods to get Tech Support

• Email– You can send an email to support@calszone.com

– Will automatically create a Case in our system

– You will receive a email confirmation

• Assumes your email address is configured in our Case management system

• Will automatically copy all emails into the Case system under your customer

record

• Important – you must include the below information into the email subject

line in order to have the Case system automatically add emails to the existing

Case record. Otherwise the system will create a new, duplicate Case request.

– [CS0077777]: Web Site Support Request

CAL Tech Support

Methods to access Tech Support

• Email continued – Subject line requirement

CAL Tech Support

• Email continued – email confirmation

CAL Tech Support

• Direct phone call– Cal Tech Support – 860-485-0910 OPTION 3

– You will be connected to our Help Desk Coordinator – Mary Guru – or her

backup

– We will take your call and create a new Case in our system

– You will receive a confirmation email from our system with the assigned

Case ID

– If you get our voice mail…

• Leave your name, phone number, a brief description of your need, and

let us know if this is a high priority need

• Voice mails automatically create a Case in our system

• The voice mail you leave is emailed to our support desk and they will

listen carefully to the voice mail and respond

• We will call you back to get more details if necessary

CAL Tech Support

• NEW – CAL Customer Portal

• What are its capabilities

– View all your account information

– Establish designated contacts

– Ability to create support Cases

– Access to all support Cases, status, communications

– Access to all billing information

• Availability will be in 3rd quarter 2018

CAL Tech Support

• SLA goals…Our goal is to provide the responses below based on availability of CAL

resources and the determined severity of the support request:

– All Cases, regardless of priority should be acknowledged the same

business day, within two hours of receiving the support request.

– All Cases that have been identified as “Normal” should be responded with

two business days.

– All Cases that have been identified as “High” priority should be responded

within 1 business day.

– All Cases that have been identified as “Emergency” should be responded

within two hours.

If you are not receiving the service you need – CALL and let us know!

CAL Tech Support

Setting Support Case priorities

CAL Tech Support

• Acumatica Case Management Tools…

CAL Tech Support

How CAL manages Tech Support

CAL Tech Support

• Have available security / user credential information

• Please take our requests for more information seriously

• A “screen shot” is a huge help, if you can get it

• Be prepared to explain all the steps you were going

through that caused the issue

• For initial support requests, please go through our

support help desk rather than contacting a support

person directly

CAL Tech Support

How to help us – help you

Connection / security information

CAL Tech Support

person directly

CAL Tech Support

Waiting for you to call us back…

CAL Tech Support

person directly

CAL Tech Support

Screen shots are invaluable

CAL Tech Support

person directly

– So we can assign a point person

– Ensure a Case is created to track all information

– Have history of Cases so we can better serve you

CAL Tech Support

Explain ALL details…

CAL Tech Support

person directly

– So we can assign a point person

– Ensure a Case is created to track all information

– Have history of Cases so we can better serve you

CAL Tech Support

We need to assign a designated “point” person…

CAL Tech Support

• Acumatica Customer Portal

• What are its capabilities

– View all your account information

– Establish designated contacts

– Ability to create support Cases

– Access to all support Cases, status, communications

– Access to all billing information

• Availability will be in 3rd quarter 2018

• Demo…

CAL Tech Support

New Tech Support capabilities

CAL Tech Support

• Recap of CAL Tech Support

• How can we better serve you?

• Questions

CAL Tech Support

Recap and questions

How to get the best Tech Support from CAL · •Email – You can send an email to...

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