ActionTracker

ActionTracker

SurveySquare.com
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About

Your customers make a purchase online or in your brick-and-mortar store, participate through online chat or over the phone. Field service technicians complete onsite services and complete a questionnaire. A student completes a class. Your customer or employee completes a survey online, on paper or on Mobile Devices. Once submitted, responses automatically updates the ActionTracker™ based on their response or score, assigns a manager, and notifies key stakeholder via email. ActionTracker™ will effectively track all employee/customer communications, capture resolution activities including emails and attachments, enter notes into the Action Item, and schedule meetings through Microsoft Outlook integration. Create status codes to track the life cycle of action items. Continually update your open action items until they are marked complete, but once completed, they cannot be modified. Each activity is date/time stamped by user for a complete audit trail.

About

We mix our deep domain experience of Financial Services with a passion for developing solutions that save people time, money and help embed regulatory change. We provide a range of award winning, high quality RegTech solutions that are underpinned by a deep understanding of the market place and our regulatory knowledge. From Training & Competence (TC) to Quality Assurance (QA), Senior Managers & Certification Regime (SMCR) to Complaints Management, let us help you strengthen your approach to Governance, Risk & Compliance. With the provision of advice and process management becoming increasingly influenced by digital practice, it’s essential that regulated firms respond quickly to rapidly evolving market needs.Understanding that key roles in regulated entities are subject to the FCA’s Training and Competence (T&C) rules is well established practice. T&C has been an integral part of financial services for decades and a regulatory requirement since the 1990’s.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Survey solution for companies wanting to improve customer service

Audience

Complaint management solution for companies wanting to have effective customer experience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$195 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SurveySquare.com
Founded: 2004
United States
www.surveysquare.com

Company Information

Worksmart
Founded: 1997
United Kingdom
www.worksmart.co.uk

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Categories

Categories

Complaint Management Features

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Integrations

Microsoft Outlook

Integrations

Microsoft Outlook
Claim ActionTracker and update features and information
Claim ActionTracker and update features and information
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Claim Worksmart and update features and information