Suralink
Sobre Suralink
Suralink es una solución de gestión de flujo de trabajo basada en la nube y diseñada para ayudar a las empresas de contabilidad a agilizar sus procesos de gestión de listas PBC (proporcionadas por clientes), auditorías, transferencia de documentos y más. La plataforma incluye una función de tipo arrastrar y soltar que permite a los usuarios agregar archivos a las listas de PBC y vincularlos a las solicitudes de los clientes.
Suralink incluye un módulo de seguimiento que permite a los gerentes supervisar las solicitudes de los clientes en tiempo real, así como monitorizar las interacciones del equipo en los documentos. La solución ofrece muchas funciones, como plantillas personalizables, importación y exportación de datos, implementación, actualizaciones instantáneas, flujos de trabajo de aprobación, pistas de auditoría, notificaciones y más. El panel centralizado también permite a los gerentes revisar la participación del cliente y gestionar la recopilación de documentos en tiempo real.
Suralink permite a las organizaciones crear subdominios con nombres y logotipos personalizados. Con el módulo de comunicación, los administradores pueden agregar comentarios a las solicitudes de los clientes. Además, el sistema de intercambio de documentos seguro incorporado permite a los usuarios almacenar documentos cifrados y programar copias de seguridad automatizadas.
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Opiniones
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- Sector: Contabilidad
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 10.0 /10
Game Changer!
Revisado el 7/2/2020
Puntos a favor
Suralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!
Desventajas
Occasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.
- Sector: Contabilidad
- Tamaño de la empresa: 1.001-5.000 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
One of the best Provided By Client documentation system
Revisado el 19/2/2020
The benefit is that Suralink provides the absolute best environment for users of any technical...
The benefit is that Suralink provides the absolute best environment for users of any technical level to be able to use. As a PBC system, it works well to keep both the client and the users informed when new material is needed or has been uploaded.
Puntos a favor
Suralink provides a very quick and easy to understand documentation provision system. You setup your users, and can assign clients to those users, along with the applicable information needed for contact points at the client. Not only does the user see what is still needed for the work to be performed, but the client is able to understand completely what is still needed. Reports are made available via email to the client so they can visually see how much data is required. As a provided by client system, it is one of the best.
Desventajas
There needs to be one more level of security to allow users to just be users without having to assign all as manager level, so that client assignments can be more restrictive. Depending on use, you may have to assign users as managers instead of just staff so they can see multiple clients at a time.
- Sector: Contabilidad
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
Review
Revisado el 17/2/2020
Puntos a favor
Everything works well, sometimes need more time to load.
Desventajas
Sometimes I couldn't download the firm upload files
- Sector: Contabilidad
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Suralink Review
Revisado el 18/2/2020
Puntos a favor
The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.
Desventajas
1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive.
2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.)
3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing.
- Sector: Seguridad informática y de redes
- Tamaño de la empresa: 201-500 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Suralink experience
Revisado el 17/2/2020
My overall experience has been great. The people I have talked with via the live chat support...
My overall experience has been great. The people I have talked with via the live chat support channel have been very responsive and pleasant. They are "real people" - meaning they don't express false empathy by repeating the problem a customer says in their empathetic response. It may not be "false empathy", but this is a very common mode of operation for customer support interaction. Example: I am having problems with XYZ feature. Support response: I'm sorry you are having a problem with XYZ feature... I just want to talk with a real person who is not bound by scripted responses. Suralink support has always been awesome!
Puntos a favor
This software is very customizable and can easily be adapted for any use.
Desventajas
There have been some features that have not functioned as well as they should. Or rather functions that have not functioned in a way that fits the feature model we use at our company, so I can't say that such features were not as intended by Suralink development. What has come of these instances is that I have passed along things like this to customer support and they have addressed the request in a very responsive manner.
Preguntas frecuentes sobre Suralink
He aquí algunas preguntas frecuentes sobre Suralink.P. ¿Qué tipo de planes de precios ofrece Suralink?
Suralink ofrece los siguientes planes de precios:
- A partir de: 29,00 US$/mes
- Modelo de precios: Suscripción
- Prueba gratis: No disponible
P. ¿Quiénes son los usuarios habituales de Suralink?
Los clientes habituales de Suralink son:
Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000
P. ¿Qué idiomas admite Suralink?
Suralink admite los siguientes idiomas:
inglés
P. ¿Suralink es compatible con dispositivos móviles?
Suralink admite los siguientes dispositivos:
P. ¿Con qué otras aplicaciones se integra Suralink?
No tenemos información sobre los tipos de integración de Suralink
P. ¿Qué tipo de asistencia ofrece Suralink?
Suralink ofrece las siguientes opciones de asistencia:
E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica, Chat
Categorías relacionadas
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