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Can your CRM place a phone call?

April 13, 2009   When new cases come in we have many ways of having our support team notified so we can provide speedy assistance to our customers.   We get an email Twitter sends us direct messages Our campfire (chat) gets notified   Recently we needed a better way to notify on-call support agents of new cases. Our existing notification mechanisms work great during office hours but at night a spam email getting past my filters better not wake me up at 2am just because it might be a new support case. We needed something better. The simplest thing we could think of was to have our CRM make a phone call.   Phone calls are cross platform. No special smart phone client application beats a phone call. Better yet spammers don’t place calls  at 2am pitching “Enlargement”. At night I can…

Record 1st Quarter Through Superior Customer Service

April 8, 2009 In one of our recent blog posts we wrote about how important great customer service is to keeping your current customers during these difficult times. Our just completed first quarter speaks towards the importance of great customer service.   We had a record first quarter for Dovetail Software. Customer Service had a lot to do with this. First, we had a 100% renewal rate with all our current customers. Added on top of this, we secured a number of new support customers from one of our competitors. Why were we able to achieve this? Two reasons: 1) We offer great customer service (in fact, superior to our competition) at a lower price; and 2) This competitor (I will refrain from naming them) doesn’t care about their customers. Let me elaborate.   Our philosophy in our company is to do whatever it takes to…

SMS notifications and alerts

April 6, 2009 Notifications and escalations generated by Rulemanager are an integral component of the Clarify/Dovetail system. Traditionally, email and in-application notifications are the most common notification delivery mechanisms. Digital pagers were popular years ago, but are pretty much non-existent today.   With mobile devices (iPhones, Windows Mobile, BlackBerrys, etc.) becoming almost ubiquitous, we can look to using these devices for notification delivery. And they all share a common communication platform - SMS. SMS (Short Message Service) is commonly referred to as text messaging.   So let's look at how we can use SMS as a delivery mechanism.   A while back, I detailed how to use Twitter as a notification channel, and then use Twitter to send SMS messages.   If we don't want to be coupled to a service like Twitter (which doesn't have guaranteed delivery, SLAs, etc.), we can use a very similar process, but instead…

The "From" Address of a Log Email

March 31, 2009 When sending an email out from a case (Log Email), Rulemanager is responsible for delivering the email. Rulemanager uses a template (com_tmplte) to determine the format and details of the actual email. These templates can be configured to specify a from address. Unfortunately, this configuration does not always work as expected when using the Clarify Rulemanager. Lets take a closer look at the template itself, as well as the differences in how Clarify Rulemanager and Dovetail Rulemanager each use this template.The send_email_about_obj templateWhen sending an email out, the send_email_about_obj com_tmplte is used.This template looks like:TO: <FOCUS.recipient>, <FOCUS.cc_list>FR: <FOCUS.sender>RE: Regarding Case Number <ADDITIONAL_INFO><FOCUS.message>Notice that the com_tmplte has an "FR:" token in it, presumably so that one can set the From address.Clarify RulemanagerWhen the Clarify Rulemanager sends an email, it does not interpret the FR: token as a From token - instead,…

How NOT to submit a cover letter

March 25, 2009   Received an email today in response to our job posting for a Senior Software Tester.         Needless to say, this person won't make the cut.   We're still looking, so if you're SERIOUS about a position here, and you possess a solid ATTENTION TO DETAIL, thenplease email us and tell us why you'd make a great addition to our team.

Dovetail is looking for a Senior Software Tester

March 19, 2009 Work for one of the most progressive software development shops in the US. We’re building a new software product line using pioneering practices and technologies, such as: WatiN Selenium StoryTeller (acceptance testing framework) Test-driven development Continuous integration Who we’re looking for Dovetail Software is staffing a new team for an innovative software project. We’re looking for someone who can help us achieve the most usable, highest quality software product. We're looking for people who can empathize with the user, question whether functionality actually makes sense. We're looking for people who can flush out defects, inconsistencies, and mistakes in the software. This person should also be thinking about how to automate as much as possible to constantly increase test coverage and enforce quality throughout the development process. Participation in the community (attendance of events, avid blog reader + commenter, or maybe…

Getting Dates Localized in Dovetail Agent

March 3, 2009 The abilities to have global users and a centralized server is an important feature of Dovetail Agent. Making localized date handling for all of the users is an important part of getting the right date format displayed to the users, and making sure the dates are stored correctly in the database. Dovetail Agent recognizes the computer and browser settings for each user. Dovetail Agent allows each user to input dates in their localized date format, and relies on Dovetail SDK to convert the dates into a consistent format for storage in the database.   Regional Options From the Control Panel for each client, the Regional Options tab of the Regional and Language Options has a big impact on Dovetail Agent functionality. Dovetail Agent uses the standard Visual Basic FormatDate routine, which uses the Regional settings to determine the client's preferred…

How to notify additional people when a commitment expires

February 26, 2009 I was talking to a customer today, and they asked me about how to notify additional people when a commitment expires. For example, if a support agent makes a commitment to call the customer back at 4:00, but the agent goes home, we want to notify others within the department, so that someone else can call back the customer. When the commitment expires, Rulemanager uses a template to notify the commitment owner that the commitment has been missed. One way to accomplish this task is by customizing this commitment template. Baseline Commitment Template The baseline commitment template can be found with the following SQL: select * from table_com_tmplte where title = 'Commitment' You can also extract it using Dovetail ArchiveManager (or dataex) using a directives file that looks like: NO_EXPORT OBJECT ALL; EXPORT OBJECT com_tmplte   UNIQUE_FIELD=title   WHERE "title…

Searching For Motivation

February 20, 2009 People love search. I love search. I have to admit though that I am guilty of not using my own tools to the best of their ability. Dovetail Seeker is a search product we created to find important knowledge stuck in your Clarify/Dovetail CRM. At Dovetail we use our own software to support our customers and Seeker is always indispensible, when working new cases, effectively mining our solutions and previous cases for knowledge.   That said, I am stuck in my old ways. I’ve been supporting our product line since before we had an effective search tool and whenever I get a support question I am quick to rack my brain and not our knowledge base.   To combat this affliction I created this motivational poster in effort to remind me to hit the search button before I think too hard.    

When a Guid is not a Guid?

February 18, 2009   Databases are fun things. Assigning identifiers to things in your database can be important. Sometimes it is handy to have an Uber alternate key that is guaranteed globally unique. This can be useful in many ways one of which is database replication. Globally Unique Identifiers   I just ran into a spot in a legacy database where it seems they wanted to future proof globally identifying database rows. They have quite a few tables with a field called guid. That might ring a bell. In case it doesn’t GUIDs are a Microsoft implementation of globally unique identifiers. Easy to create. 16 bytes wide and lovely to look at.   string guid = Guid.NewGuid().ToString(); value: ba72c396-4b49-4d95-b9d7-03d42d5d5141   Funny thing about this “guid” database field is that it’s a Unicode string 31 characters wide. You might notice the Guid value above is 36 characters. Ok, Get…