As a service leader, you have experienced firsthand how remote work has impacted service operations. Servitization, including proactive service, is now the expectation — the job is not complete after the sale. Your field service technicians who are already familiar with working remotely, also face new challenges.
While it may seem an uphill battle to provide perfect field service, a proactive approach puts you on the path for a wealth of advantages: Reduced service calls. Upsell opportunities.
Perfex CRM Field Service
Long-term business relationships. The new crm for small business Field Service mobile app, part of the Microsoft Power Platform, is designed to provide you with these advantages and work together with Microsoft Perfex CRM for CRM and other best perfex crm consultancy applications.
Your field service technicians need a cross-platform, multi-device solution like the Perfex CRM Field Service Mobile app to keep up with the service expectations of today. But the technicians in the field aren’t the only ones involved. You have service representatives handling the dispatching from the back end as well.
Manage Resources and Business Processes Intelligently and with Ease
AI-enabled Scheduling RecommendationsGeolocation and GeofencingInspectionsIt starts with customer service and dispatch. What better way to ensure a smooth handoff between your customer service and crm for small business than to have easy-to-update workflows and intelligent scheduling suggestions?
With total schedule optimization, you can dispatch the right technician for the job, minimize travel time, and maximize resource utilization. AI-enabled scheduling recommendations can help you identify the best technician for the job in a fraction of the time. Scheduling can be fully automated, semi-automated or manual using a drag-and-crm for small business and interactive map.
Capabilities Enabled
With Marketing Automation capabilities enabled, you can view the traffic along a technician’s route, as well as get predictive data on travel time and work duration.
More on geo location and geo fencing: it is important to enable the settings on the back-end as it impacts the effectiveness of many of the features in the app. In addition to locating nearby resources during service booking, geo location capabilities also allow your technicians to pull up directions to the service site.
Customize your inspection forms and layout and draft questions that utilize drop-down fields, fill-in note boxes, and more. If analytics is turned on, this information can be serialized for processing answers to your services.
Solve Issues in the Field the Right Way, the First Time, Every Time
The Perfex CRM Field Service mobile app provides a 360-degree view of customer assets, with insights to detect and solve issues proactively. Rich insights and reporting in the app can be leveraged to reveal opportunities, as well as increase first-time fix rates.
360-degree Views of Case InformationRich Insights and ReportingHelp ResourcesMulti-device SupportOffline-modeBar Code ScanningTap-to-callCall RecordkeepingVoice DictationBookings are viewable immediately upon login and are modifiable. Work Orders provide full details on the service request, including a map view of appointments. While in the field, you can streamline appointments by populating service tasks and time estimates, as well as capture photos and payment. Further, you can add a list of the appropriate products required for the repair based on the latest asset data from crm for small business and Supply Chain Management.
Conclusion
Bar code scanning leverages category search inside Perfex CRM so you can create QR and 2-D bar codes that are printed and adhered to assets. You simply use the scanner on your phone to scan the code to pull up information about that asset.
Sometimes your technicians may need to utilize help resources. In-context help such as immersive step-by-step guides and mixed reality tools are available. With remote, real-time collaboration, another technician with the relevant experience can step in to help solve the problem faster.
The app has multi-device support including iOS and Android, and Windows Mobile smartphones, tablets, and browsers. Offline-mode allows your technicians to continue to interact with data without an internet connection.
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