888-982-8126

banner4

mTusker.com offers a best-of-breed software solution for any company needing a single software package that is web-accessible and can provide the following functions:

  • Prospect to Account life-cycle tracking, and Contacts associated with those Prospects and Accounts.
  • Sales Funnel Opportunity tracking.
  • Configurable Reporting Wizard to allow you to create reports on all possible key business health indicators.
  • Agent and Prospective Agent tracking, separate from Prospects and Accounts.
  • Partner Provider & Vendor tracking with relevant Contacts, separate from Prospects and Accounts.
  • Commission platform capable of receiving commissions, confirming accuracy, calculating downstream payouts and dealing with the many flavors and nuances of commission issues in The Channel.
  • Contract Service Inventory by customer, by carrier, by contract that is configurable to deal with every possible Telecom, laaS and IT contract a customer could have.
  • Problem Ticket Management.
  • Project & Jobs Management tools to complete technology implementations and migrations by milestones.
  • Telecom Expense Management tools that help increase value-add and relevancy campaigns.
  • Client Access Portal with extreme control on what they can see and how they can interact with you, your company, your processing, and your people.
  • Account Support Interconnectivity that allows The Channel to connect to itself for Project Management and Long Term Customer Care in a true ecosystem.
  • Quotes Management capable of releasing and receiving templated RPF’s in standardized formats.
  • Other general CRM features such as Task Management, Calendar, Campaign Management, and more.

Does this look like what you have been looking for? We would love to hear from you! Call today 888-982-8126

X

mTusker base quick start guide

All new accounts need to spend some time personalizing individual users and security. The administrative section of the website provides access to:

  • Manage your company profile (address, billing information, selected Modules, etc)
  • Group Security Settings
  • Widget Security
  • Table Maintenance (define drop-down values for entire site)
  • Stage Table (define the various stages of your sales cycle)
  • User Defined Fields (define fields for the collection of customer-specific information)
  • Company News List (create customer announcement messages to display on the home page)
  • Below is sequence of tasks that should be followed when setting up for the first time.

Step one

create the empty SaaS account, by clicking the "Sign-up" button at the top of the screen. By default the Account Owner will have full admin rights.

Step two

  • Go to Manage Company Profile.
  • Select the set of products you wish to have.

Step three

  • Create security Groups for each purchased product!
  • Administrative rights can be assigned to additional users by using the "Admin".
  • CRM is for CRM features only - there are no admin features in the product.

Step four

  • Add your users.
  • If the person is a manager and has people in the user group that report to them make sure to check the management box.

Step five

  • Assign the users the modules you wish to have them access - once you give it to them and confirm mTusker will charge them for this - you cannot remove it so be careful.
  • Based on the products you can now give that person appropriate security groups.

Step six

  • Set up Widget security.
  • Go to Widget Security and set up widget security group.
  • Assign widget groups to users.