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Does anyone use WHD as a CRM interface?

Hello,

We are looking to see if there are other financial institutions out there that may use WHD as a basic CRM interface. We currently run WHD and are familiar with it's capabilities, but wanted to touch bases with others.

Thanks,

Kelli

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peter.kruty

Hi Kelli,

it would be great if you can give more details on what you would be looking for to achieve by WHD. Other users would have easier job commenting . What kind of functionality you are looking for. In WHD you can import users from various sources, track various information in custom fields etc. So it can be definitely used as CRM.

Hope that helps,

Peter

meyekell

We are looking to use WHD as a customer relationship management tool in a call center. There will be around 60 reps and over 50,000 calls a month that will be tracked. I wanted to know if there is anyone out there that currently uses WHD like this. Thanks.

peter.kruty

Looking on this poll there are users who are using WHD only for customer support. Not all users are currently using Thwack (after acquisition of WHD by Solarwinds, this is a new portal for them, but we are taking steps to everyone know and access Thwack easier, so community grows even more). Also there are users with hundreds of reps and many thousands of tickets a month, but maybe not exactly in customer support but rather internal IT support. So your exact combination can be a bit harder to find .