Name: TRAX
Author: ServTrax

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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ServTrax is a proactive IT asset and contract management platform offered by TRAX. According to the vendor, this solution caters to solution providers, IT service providers, managed service providers, IT asset managers, and contract managers across various industries. ServTrax provides a single dashboard view of all IT asset and contract information, automates processes, integrates with suppliers, and offers a range of features to optimize business development and practice management.

## Key Features

**Enterprise Dashboard**: According to the vendor, ServTrax provides a comprehensive view of all IT asset and contract information across multiple locations and suppliers through a single dashboard. The vendor claims that this feature enables effective collaboration with customers by providing them with a consistent view, promoting a collaborative approach to management.

**Process Automation**: The vendor states that ServTrax offers purpose-built workflow for the renewal process, allowing for streamlined operations and potential labor savings. The software facilitates interactive work with customers and automates tasks to increase efficiency and reduce manual effort.

**Supplier Integration**: According to the vendor, ServTrax validates contract service-levels with leading OEMs such as Cisco, HP, IBM, Dell, and EMC. The vendor claims that this integration ensures synchronization of customers' records with the OEMs, mitigating service disruptions caused by contract discrepancies.

**QuoTrax**: ServTrax's QuoTrax feature, as per the vendor, provides business process automation for annuity renewal management. The vendor asserts that this feature can reduce costs, increase efficiencies, and deliver a consistent customer experience throughout the renewal process. The vendor also claims that QuoTrax manages customer engagement across the entire renewal lifecycle.

**MarkeTrax**: According to the vendor, MarkeTrax offers an intelligent view into customers' transaction history, helping to identify future buying patterns. The vendor suggests that this feature enables analysis of technology sales trends across the entire customer portfolio, allowing for customized marketing campaigns and improved customer retention.

**Practice Development**: ServTrax aids partners in building a strategic approach to renewal management, according to the vendor. The vendor emphasizes a focus on proactive contract management, contract consolidation, dedicated resources, and integration with other service offerings. The vendor suggests that ServTrax helps manage renewal revenue and profit as a business objective.

**Entitlement Services**: The vendor claims that ServTrax validates support coverage for each asset with OEM service providers such as Cisco, Dell, EMC, HPE, and IBM. The vendor asserts that this feature ensures accurate and recorded support levels for assets, minimizing service disruptions and optimizing operational efficiency.

**Business Development**: According to the vendor, ServTrax supports partners in joint go-to-market business development campaigns. The vendor provides marketing materials and demo support to illustrate the value to end-users. The vendor also claims that ServTrax helps identify cross-selling and up-selling opportunities within the installed base.

**Training**: The vendor offers web conferencing training for partners and end-users on various modules, including ServTrax, QuoTrax, MarkeTrax, reporting, and new releases. The vendor states that on-site training is available upon request.


Free

Standard

Concord

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Business

Business Premium

Site License

airSlate SignNow

TRAX

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

ServTrax

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.

Integration with other Systems

Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

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TRAX

Overview

What is TRAX?