Generate more leads with the tractFile + Oracle Service Cloud integration

tractFile is a powerful and simple to use contract management and CRM software. The tractFile system is fully customizable and flexible and allows you to keep track of contracts and recurring transactions. tractFile also boasts an excellent CRM module which is great for setting reminders and keeping up with your customers' needs.

The CRM module also allows you to create company profiles or only customer profiles and you can link client profiles to a company. Once in the system, you can connect reminders to customers so you know when to send them by e-mail or if you have a meeting with them.

The tractFile contract management module allows you to create templates for your contracts by highlighting different clauses in the contract to send to your customers to make sure they read that part. You can also set up recurring payments for contracts that automate billing.

Oracle Service Cloud is a corporate-scale contact center suite and customer support software. The platform consists of the Oracle RightNow suite of applications that facilitate social, web and contact center services.

Oracle RightNow Web Experience offers a self-service platform, accessible through email, mobile, web, and chat, helping users deliver a unified, cross-serving service to their customers. RightNow Social Experience is an app that enables brands to manage their social interactions and to provide support across social networks. RightNow Contact Center Experience provides end-to-end management of the entire customer journey by unifying knowledge, customer records, and interaction history.

RightNow Policy Automation allows users to offers personalized customer service by setting custom policies for the services they provide through face-to-face channels, call center, and self-service. RightNow Engage provides marketing automation and analytics to improve the customer experience. You can use it to offer personalized, timely communications and obtain access to real-time actionable insights.