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SecurityTrax redesigns, offers customizable CRM platform

SecurityTrax redesigns, offers customizable CRM platform

TYSONS, Va.—Founded in 2004 and acquired by in 2015, SecurityTrax, a back-office, cloud-based platform built for the security industry and automation providers to manage all critical operational tasks, has recently and diligently been working on major upgrades and a complete redesign, all with the end user top of mind. Now, workflows are streamlined; new tech tools, dashboards and integrations give access to business performance data; and a simplified pricing structure has been adopted.

Jeff Hansen, president, SecurityTrax“The redesigned SecurityTrax platform is a more modernized, responsive interface, working across all devices and web browsers,” Jeff Hansen, president, SecurityTrax told Security Systems News

According to Hansen, one of the fundamental goals of the redesign was to reduce new user learning curves.

“Our intuitive tools help make any novice user proficient in no time,” Hansen said. “They’re [the intuitive tools] easily the most popular feature because they improve the user experience and increase the effectiveness of the platform for our customers.” 

A series of new tools designed to maximize operational efficiencies are now offered within SecurityTrax. New workflows provide a guided, consistent user experience to create customers in the platform while role-specific, company-wide dashboards deliver quick snapshots of critical business metrics that help aid in driving informed business decisions. With such data generated within SecurityTrax from these tools, modeling and tracking operational and customer service efficiencies are two key benefits. “For example, users are able to determine if there’s a connection between response time to a new lead and the lead becoming a customer; what the close rate is for a specific sales rep; and how often technicians are on time for their appointments,” Hansen detailed.

End users are also empowered to customize the SecurityTrax platform to meet their specific needs. 

“The customization possibilities are endless,” explained Hansen. “The updated APIs in our platform truly let businesses tailor the platform to fit their specific operational need and processes.” 

A popular customization among SecurityTrax end users is the building of customer-facing web portals. 

“Through these customized portals, customer data is pushed right into the SecurityTrax platform,” Hansen said. “From there, custom-built sales tools and data are exported to third-party reporting systems, including business intelligence tools.” 

For SecurityTrax end users that want to customize but don’t know exactly what to do, the “Add-Ons” tool helps end users tailor the platform with some core business elements. Hansen listed user-generated electronic documents, performing commission calculations and auto-creating purchase orders for inventory replenishment as examples. 

“The Add-Ons are charged either per use or per month per user,” said Hansen, addition that their simplified pricing is attractive to service providers of any size. 

Speaking of pricing, SecurityTrax is offered via a subscription pricing model of $99 per month in which customers get access to an unlimited number of users and a dedicated SecurityTrax account manager. Additionally, “there is a $2.00 one-time fee per new customer added, plus an additional 10 cents per month which includes unlimited appointments, notes, tasks, file storage and credit checks,” Hansen said, “and there are third-party fees for credit checks but, overall, it’s the simplest pricing structure we’ve ever offered and was developed based on feedback from our customers.” 

SecurityTrax customers spoke up about their expectations and Hansen along with his team listened and rebuilt their platform from the ground up, introducing a modernized interface with a robust framework and new tools. Customers also have access to a team of account managers; comprehensive, online user guides and documentation; and live chat support. 

“SecurityTrax is really a CRM and more,” Hansen concluded. “By delivering critical tools to operate a successful organization, the platform helps business owners manage their company from one seamlessly integrated solution, using a single username and password.” 


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