- Upcoming Training Webinars
- News
- Support Tips
- A Word from Prof. Tri-Tech
- Margie's Web Tip
- Connect with Customers
- Employee Spotlight
- Customer Kudos
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Welcome to the quarterly Tri-Tech Newsletter, your source for all things Tri-Tech! In this edition we will share info about what's new at Tri-Tech, tips to help you be more productive with AIM and Active-e, as well as customer and employee spotlights. |
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Are you ready to convert from AIM v11 to v12? We've updated our v12 Upgrade Path page so it is more informative and now includes tips from AIM retailers who have already gone through the upgrade process.
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UPCOMING TRAINING WEBINARS |
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Upcoming training webinars include:
You can register for upcoming webinars and view a listing of recorded webinars here. |
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Professor Tri-Tech would love to get your input on webinars! Please complete a short survey to help Bill get the content to you in the most efficient way. We appreciate your feedback.
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AIM is now integrated with Podium.
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Tri-Tech has partnered with Podium in order to provide retailers with enhanced communication methods, including messaging, chat and text, with your customers in AIM. The integration allows you to automate communication for special orders, repairs, payment status, and send review invites to ensure a steady stream of online customer reviews. |
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WHAT'S NEW IN DEVELOPMENT |
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You may have noticed a new system variable that was recently added, called PrintGiftCardPIN. If you are using AIMStorefront you may want to turn the variable on. This will tell the system to print a pin number on the receipt when you sell a gift card. We are currently working with Vortx to implement gift card redemption in AIMStorefront and the pin number will be necessary when a gift card is used online. If you turn the variable on now, your new gift card sales can be used online once the new feature is released.
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If you don’t want sales people selling below a certain margin you can use the Change Inventory Pricing program to change the “Min” price amount on your inventory in mass. Then under Admin > Employee/Security > Employee Groups you can remove the permission “Selling Inventory for Below Minimum Price” so it would require a manager to override.
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A WORD FROM PROF. TRI-TECH |
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Are you task-oriented? So is AIM! With AIM v12 you can establish a variety of tasks such as reports, inventory averaging and depreciation, backups, contract delinquency notices, and Active-e features so that you no longer have to remember to do them yourself. These tasks can be scheduled in Windows' built-in "Task Scheduler" so that you control the frequency. When it comes to reports, you can arrange for the output to be emailed, saved to a PDF on your network, even (wait for it) printed to a printer.
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Active-e Updates
Active-e services extend AIM to web sites, mobile and 3rd party developers. The Active-e service offerings continue to expand as the needs of our clients grow and change. This year has challenged businesses to get creative to maintain sales and stay connected with customers while maintaining social distancing.
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AIMStorefront by Vortx
New features were added to AIMStorefront to help businesses support customers locally while maintaining social distancing.
- Curbside pickup for online orders.
- Local delivery for online orders.
- Inventory by location: Even if you are not interested in selling products online, displaying a catalog of your available inventory online by location allows customers to browse from home and see what is currently available at each location. Customers can then stop in or call to order. Already integrated with AIMStorefront but improved and updated.
- Active-e Customer Access Service: allow customers to make account payments online (contracts, layaways, classes, service tickets), review account history, reprint receipts and update credit card information.
New Active-e service integrations that Tri-Tech introduced this year:
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Podium: AIM sends notification triggers to Podium when saving sales invoices, service tickets, special orders marked ready for pickup, and mailing/letters. Podium also captures leads off your website and moves them to text messages.
For the Golf Industry
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Tee Sheet (AIMStorefront): book tee times online, golf cart reservations, and payment.
We’re continuing to review feature requests and are excited for all the changes coming with the new year!
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CONNECTING WITH CUSTOMERS |
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The year 2020 has brought many challenges to businesses and personal lives alike. We have all been impacted by the effects that this year has brought and here at Tri Tech we have taken pause to reflect on the good that can come out of such a challenging time. With limited opportunities to interact with customers on a personal level, we understand the value of uniting with individuals, whether in person, or finding new and unique ways to connect to keep our relationships strong. While we look forward to a time where we can once again meet and socialize in person, we understand that from afar, we can continue to work together in a positive way to strengthen our relationships and be supportive of one another. We at Tri-Tech are grateful to our committed employees and customers and we hope that this New Year brings growth and success to those in the retail industry. |
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In speaking with various retailers about the last year and the number of challenges that they have faced, it has come up in every conversation the emerging importance of connecting with their customers in meaningful ways. We want to highlight AIM’s Contact Management (CM) add-on module, as well as the Podium messaging platform, as tools to aid retailers with enhanced customer connection. The AIM CM module is an excellent way to track milestones within the customer sales process. We have enhanced the CM module to better assist with this process by adding topics, which is a way to group records together, as well as adding attributes within the topics to further group records. Email templates can be set up and emails automatically generated when various milestones have been met. Additionally, we’ve added a tool for management to view at a glance, at any time, what the sales people are doing and where they are in the sales process. This enables management to be proactive and take action as needed. We at Tri-Tech use the CM module extensively, as it is our primary tool to track all customer and prospective customer interactions, for technical support as well as sales. |
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The integration between AIM and Podium is another excellent way to communicate with your customers via text messaging. Once setup AIM will fire triggers to Podium from the AIM system. Not only can you have AIM trigger Podium via Sales, Repairs, Special Orders, Delinquencies, and more, but the Customer Mailing/Labels program can be used to really filter down to any subset of customers you see fit to send notifications to. Podium can also be used to request customer reviews, something we all know to be vastly important in today's retail climate. We will be using Podium's solution for this purpose, so you just might see a review request coming in from us in the upcoming months! |
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Martel is a Premium Support Tech at Tri-Tech and has been with the company since March of 2018. As stated by Martel, “I really enjoy working at Tri-Tech. I have to say we really have the best bosses/upper management. The gratitude we receive for the work we do is always valuable. In the six years that I have been in customer service, I have never felt as cherished as I do at Tri-Tech. They constantly make sure that we feel the love.”
Martel married her partner of ten years last June. In her free time, she enjoys watching scary movies, fishing when possible, and screaming, "Go Bears!" (because, why not?) Martel has a cat, named Kali and a dog, named Lily. She is a HUGE Marvel fan and can/will argue with ANYBODY about comics or movies. It’s that serious! If Martel could choose one superpower, it would be, telekinesis, because she can vividly remember five times that she got up for something, when she could have just made it float her direction.
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CUSTOMER KUDOS
What Our Customers are Saying
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"It is an incredible rarity when software companies listen to its customers and grant actual consideration of the merit of their needs, and then actually implement those requests. You guys both recognized and accepted responsibility for an issue and fixed it, requiring development, and also developed a solution we desperately needed. What a refreshing experience. I would like to specifically call out Casey and Kobe for being particularly helpful and considerate. You guys are making a lifelong customer, and certainly an advocate if you need an actual user reference. What a great experience." |
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"Just wanted to write back that EMPLOYEE Martel was excellent in customer service and would recommend her highly to anyone who needs help in navigating your software. She was calm, helpful, and patient the whole time on the phone with me. Tell her thank you for wonderful service." |
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"Tri Tech has an awesome tech support staff, Martel is AWESOME and Kobe is GREAT. Thank you to the guys in development for addressing our year-end close scare we had." |
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