Field Service CRM

Deploying a good field service CRM software can improve their ability to provide better management of their resources.  This article describes how Field Service CRM like Field Force Tracker can help you deliver betters services and improves your productivity.  A good software can help  everyone in the company to better manage the effectiveness of your service delivery.  Using extensive capabilities of Field Force Tracker’s software, you can improve the effectiveness for field services in your organization.

Service  companies are trying to move to electronic model of providing services. Paper based operation is too slow to address customer concerns and cannot provide suitable data analysis. Field Force Tracker is the most comprehensive software for field service management.  It takes care of everything from customer management to the payment collection for a service company. By using this software, our clients can see major improvement in their productivity and the customer satisfaction. Service managers are constantly working to improve the quality and effectiveness of their service delivery with Field Force Tracker.

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Building Stronger Customer Relationships with Field Service Software

The key to growing any organization is in building strong and lasting relationships with customers. And in today’s fast-moving business world, how quickly you react to customer requests—from the initial touchpoint throughout the lifecycle of the relationship—ultimately determines the success of your company.

This is the Age of the Customer. Web-based technologies such as email, social media and a plethora of platforms and applications have changed the business landscape, providing more resources to communicate through and respond to customer needs. Those that create an ecosystem of customer-focused tools in their operations are able to better provide the level of service that’s required to keep customers happy and remain competitive.

A Customer Relationship Management (CRM) platform is one these tools. Coupled with Field Force Tracker’s field service management application, CRM provides the means to keep the business aligned on the needs to the customer through sharing up-to-the-minute information throughout the lifecycle of the customer.

Making Use of Service CRM

Most mid-market and enterprise-level companies with field service teams have some form of CRM in place. These systems enable them to track customer contacts, sales and marketing interactions during the relationship.

Best-in-class CRM providers are leading the way to improve the capture of day-to-day customer interactions. In addition to companies using them to build leads and capitalize on pipeline opportunities, they are also discovering more ways to increase business revenue through them.

Through mobile technology and cloud computing, field service management applications have proven to boost the capabilities of CRMs. When a CRM is integrated with customer-facing field operations through Field Force Tracker on mobile devices, it also functions to collect critical field-related data that’s not captured through the contact center.

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Improving Company Sales Process

CRMs help businesses increase sales productivity, leading to higher lead conversions and thus, increased revenue. The ability to instantly view and track customer data, including key contacts, activity history, interactions, and quotes can assist businesses in making faster decisions—using the most up-to-date information—and closing more deals.

Field engineers who have access to this information on their mobile devices can identify and close upsell opportunities while they are onsite. They can capitalize on the fact that an existing customer is 60-70% more likely to make additional purchases. This improves the average revenue per work order and offsets costs for customer retention.

Field Force Tracker stores work order information, PDFs, photos, videos, schematics, asset information and other data, and of course, field-generated customer history within the application. Through CRM integration, however, this field-based intel is added to the information collective and can be used to qualify customers for sales promotions. This enables a business to solicit their customers according to their needs and interests beyond the contact center and the field, improving the likelihood of additional revenue.

Better Targeted Marketing Campaigns and advertising

No two customers are alike. It’s important to communicate across multiple channels to ensure that each person who comes into contact with a customer has the information they need to provide a personalized, quality experience. Fueled by one-on-one interaction with customer managers and field engineers, CRMs store the collective data businesses need to craft targeted messaging, programs and promotions that will resonate with their base.

They also provide automation of marketing processes across the entire customer lifecycle. Data from prospect and customer engagement can be used to evaluate the effectiveness of sales and marketing efforts. In addition, CRMs may also help companies to manage and monitor advertising and mentions across social media – a critical step in listening to customer feedback, gauging advocacy and understanding the influence a business has on its market.

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Drive Service Revenue with Repeat Sales

The integration of CRM with field service management facilitates a system for nurturing of customers. In the field, the engineer is able to deliver a higher level of service by interacting from a better understanding of the customer’s history and their requests.

After a service call is completed, Field Force Tracker automatically syncs the information that has been collected in the field with the CRM in the service center. This creates immediate unity throughout all parts of the business regarding the interaction with the customer and the state of their assets.

This information in hand, a company can then choose to send an automated message to the customer thanking them for their business. They may also preschedule a follow-up for an on-site sale that the field engineer completed or for warranty support. This level of responsive, intuitive service improves productivity through streamlined data sharing, as well as delivers a better experience for the customer, thereby improving customer retention.

From an executive standpoint, the marriage between CRM and field service management produces up-to-the-minute visibility to make key business decisions related to the state of the customers. With the speed at which the business landscape is evolving, having access to this data throughout the full customer lifecycle positions business executives to make more strategic choices based off of facts.

Having insight into all facets of customer interaction enables companies to respond to customer requests with knowledge of what’s important to them. CRMs, especially when integrated with Field Force Tracker’s field service management, deliver the ability to understand customer behavior from the first touchpoint, through the pipeline and throughout their relationship with a business. This affords businesses the opportunity to truly understand their customers, nurture those relationships and improve their bottom line.

Why Field Force Tracker

Mobile enabled, cloud-based field service software was designed to provide ease of use with incredible flexibility. Along with the ease – and speed – of our implementation and the ongoing support service that we provide we enable companies to take full advantage of today’s mobile field service.

Field Force Tracker’s power mobile apps for iPhone and Android are available to all new and existing Field Force Tracker customers. They can extend the feature set with the enhanced mobile forms capabilities, and better system integration.  Field Force Tracker, a mobile enabled web-based field service management software, streamlines technician scheduling, dispatch, customer management, vendor and employee management, work orders, equipment maintenance, inventory tracking, contracts, estimates, invoices, payments and accounting. It is considered one of the most feature rich software of its kind.

field service inventory management

About Field Force Tracker

Force Tracker (http://www.fieldforcetracker.com) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Its solutions enable businesses of all sizes (from 1 user to 10,000 users) to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce.

With Field Force Tracker customers can create service schedule and route quickly, dispatch sooner, collect correct information at once in the field and invoice faster. The field service software makes it easy for users to eliminate waste, get more done in less time and be more profitable.

Field Force Tracker is a wholly owned unit of Rapidsoft Systems Inc. (http://www.rapidsoftsystems.com). Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, a US R&D Center in Mercerville NJ, and sales, support and development offices in Palo Alto, CA, USA, Singapore, Dubai (UAE), Bombay, and Noida (India).

Mobile Apps Make Field Service Software Enjoyable

Mobile Apps for Field Service operation are helping service managers  to improve the quality and effectiveness of their service delivery.  Deploying a good field service software can improve their ability to provide better management of their resources.  This article explains that  mobile apps are the most important feature for the success of any service software deployment.   A good mobile service app  can help  everyone in the company to improve the effectiveness of your service delivery.  Using extensive capabilities of Field Force Tracker’s software, you can improve the effectiveness for field services in your organization.

Service  companies are trying to move to electronic model of providing services. Paper based operation is too slow to address customer concerns and cannot provide suitable data analysis. Field Force Tracker is the most comprehensive software for field service management.  It takes care of everything from customer management to the payment collection for a service company. By using this software, our clients can see major improvement in their productivity and the customer satisfaction.

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Using Mobile Apps in the Field

The face of field service has changed.  Technicians are the priority, and they need the tools and access to the information that will transform them from corporate overhead to revenue and profit generating brand proponents.

Ultimately, having an effective mobility strategy in place allows for better empowerment, data sharing and collaboration out in the field. For a field worker the right mobile solution means they are empowered to do their job in the best possible way. Critical information can be accessed and shared in real time both in the field and the office, and the enhanced knowledge and collaboration this brings enables better decision-making and ultimately improved resolution.

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Mobile apps must have capabilities which take the technicians’ role into account, without forgetting the back office. Cloud-based web applications deliver advanced capabilities and must be easy to use and easy to integrate with existing ERP, CRM and accounting systems.

Once implemented, the two-way flow of information means that many tasks can be automated from the field as soon as jobs are completed. The result of the right mobility solution is extending the work of the back office out into the field in a robust and reliable way, connecting the operational workflow and ultimately ensuring service objectives are met.

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Why Field Force Tracker

Mobile enabled, cloud-based field service software was designed to provide ease of use with incredible flexibility. Along with the ease – and speed – of our implementation and the ongoing support service that we provide we enable companies to take full advantage of today’s mobile field service.

Field Force Tracker’s power mobile apps for iPhone and Android are available to all new and existing Field Force Tracker customers. They can extend the feature set with the enhanced mobile forms capabilities, and better system integration.  Field Force Tracker, a mobile enabled web-based field service management software, streamlines technician scheduling, dispatch, customer management, vendor and employee management, work orders, equipment maintenance, inventory tracking, contracts, estimates, invoices, payments and accounting. It is considered one of the most feature rich software of its kind.

Best Field Service Software

About Field Force Tracker

Force Tracker (http://www.fieldforcetracker.com) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Its solutions enable businesses of all sizes (from 1 user to 10,000 users) to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce.

With Field Force Tracker customers can create service schedule and route quickly, dispatch sooner, collect correct information at once in the field and invoice faster. The field service software makes it easy for users to eliminate waste, get more done in less time and be more profitable.

Field Force Tracker is a wholly owned unit of Rapidsoft Systems Inc. (http://www.rapidsoftsystems.com). Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, a US R&D Center in Mercerville NJ, and sales, support and development offices in Palo Alto, CA, USA, Singapore, Dubai (UAE), Bombay, and Noida (India).

 

Using Mobile Applications for Field Service

Smart Mobile phone are everywhere, and mobile networks have become very reliable. This is the right time to deploy Mobile applications for field service.   This article describes some changes how mobility will impact field service in the future.  Using information here, you can develop a case for field service software in your organization.

Service  companies are trying to move to electronic model of providing services. Paper based operation is too slow to address customer concerns. Field Force Tracker is the most comprehensive software for field service management.  It takes care of everything from customer management to the payment collection for a service company. By using this software, our clients can see major improvement in their productivity and the customer satisfaction.

Best Field Service Software

The question is asked about what mobility will look like in future.  A recent study in field service technologies states that an interesting starting point for this is to look at what their survey respondents said when asked about why they were investing in field mobility.

The Field Service Technologies survey found that nearly half of all respondents state their primary objective with their field mobility investment is maximizing productivity. This was followed by 35% saying that improving the customer experience is most important.

Whatever your reasons for looking at investing in field mobility this year,  You can always benefit by deploying mobile based software. Below we describe four ways to maximize  your advantages from any investment that you make in a field service software.

  1. Easy Integration With Existing Processes

Organizations with a team of workers out in the field often use a mix of different solutions and technologies to carry out their work. There are many different parts to the workflow and different systems are used to oversee these. This can often mean that systems are used in isolation and data from one system doesn’t always ‘talk’ to others.

Back office processes are essential to any service operation, so a field service solution which integrates easily with the existing systems is important. This means that all parts of the business and the workflow can be connected. There is visibility of the work and the day’s performance and decisions can be based on real-time information.

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  1. Make Better Use of your Existing Systems

Integrating with back office systems (such as accounting systems, ERPs or CRMs) means that the worker out in the field has access to the job history and customer records. They can get information about the job they are going to and also, if they need to, see what has happened before and why. Knowing the details of the job like this can make the difference between being able to sort out the problem first time or not. This means delivering better customer service, as well as reducing the need for further visits to fix the problem.

 

  1. Get Up and Running Quickly for a Better Return

With any new solution, how fast you can be up and running is key. A solution which integrates easily with existing systems will be far quicker to implement – a great benefit in any technology choice. Being up and running in days, not weeks, months or even years, means your business is not affected and you get a better return on your investment as it starts straight away.

 

  1. Keep it Simple

Managers and technicians all report that the difference between good and bad technology choices is often how easy it is to use. Taking time to learn new, complicated ways of working can mean that workers don’t like them and may go back to the way things used to be done or patch together their own way of working round it. With a solution that is easy to use alongside existing systems, the implementation is easier and the quicker people start using it, again the better the return on the investment.

Even if you are not 100% sure of your field service technology needs today and where to make that investment, with an easy to integrate solution you are able to future-proof your requirements because of the flexibility it can bring. It is provided via technology you already have – smartphones and internet – and upgrades, changes and adaptions can all be quickly and effectively made as your business needs change and develop.

For the best results, you need a solution that meets your business needs. Field Force Tracker helps field service companies simplify this decision-making of where to invest.

Best Pest Company Software

Mobile enabled, cloud-based field service software was designed to provide ease of use with incredible flexibility. Along with the ease – and speed – of our implementation and the ongoing support service that we provide we enable companies to take full advantage of today’s mobile field service.

Field Force Tracker’s power mobile apps for iPhone and Android are available to all new and existing Field Force Tracker customers. They can extend the feature set with the enhanced mobile forms capabilities, and better system integration.  Field Force Tracker, a mobile enabled web-based field service management software, streamlines technician scheduling, dispatch, customer management, vendor and employee management, work orders, equipment maintenance, inventory tracking, contracts, estimates, invoices, payments and accounting. It is considered one of the most feature rich software of its kind.

Best Field Service Software

About Field Force Tracker

Force Tracker (http://www.fieldforcetracker.com) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Its solutions enable businesses of all sizes (from 1 user to 10,000 users) to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce.

With Field Force Tracker customers can create service schedule and route quickly, dispatch sooner, collect correct information at once in the field and invoice faster. The field service software makes it easy for users to eliminate waste, get more done in less time and be more profitable.

Field Force Tracker is a wholly owned unit of Rapidsoft Systems Inc. (http://www.rapidsoftsystems.com). Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, a US R&D Center in Mercerville NJ, and sales, support and development offices in Palo Alto, CA, USA, Singapore, Dubai (UAE), Bombay, and Noida (India).

 

On QuickBooks Integration With Field Force Tracker

Intuit’s QuickBooks  is a popular accounting software and many companies use it to manage their finances. Deploying a good cloud based field service CRM software can improve your ability to provide better management of your service resources.  This article describes how cloud based Field Service CRM like Field Force Tracker integrate with QuickBooks or other accounting software. This can help you deliver betters services and improve your productivity.  A good service software can help  everyone in the company to better manage the effectiveness of your service delivery.  Using extensive capabilities of Field Force Tracker’s software, you can improve the effectiveness for field services in your organization.

Service  companies are trying to move to electronic model of providing services. Paper based operation is too slow to address customer concerns and cannot provide suitable data analysis. Field Force Tracker is the most comprehensive software for field service management.  It takes care of everything from customer management to the payment collection for a service company. By using this software, our clients can see major improvement in their productivity and the customer satisfaction. Service managers are constantly working to improve the quality and effectiveness of their service delivery with Field Force Tracker.

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QuickBooks Integration in Field Service Software

Field Force Tracker, a leader in mobile, cloud-based field service automation solutions, has announced the availability of its Spring QuickBooks Integrated product release, the latest software release for its mobile field service management solution.  This release includes integration to leading accounting software packages and moves the solution forward globally with its availability in all markets.

“We continue to focus our software development on bringing additional value to our customers and adding market-driven features and functionality,” said Mark Tobin, director of product development at Field Force Tracker.  “Today we are announcing our latest accounting integration to further strengthen our integration portfolio.  This means businesses with established technologies already in place can seamlessly add Field Force Tracker to their current infrastructure with minimal risk and accelerated benefit. In addition, we have quickly reacted to increased international demand by leveraging our agile software to release our first in a series of  many planned integration with third party software.”

Integration with Other Accounting Software

The integration of Field Force Tracker’s mobile solution with the Sage, Xero, FreashBooks, Tally and Quickbooks Online and Desktop platforms will enable customers to streamline invoicing.  When a work order is complete, and a job is closed-out on a field worker’s mobile device, an invoice can be automatically generated in the back office.  The invoice includes all costs related to the work order, such as the cost of service and any parts/inventory consumed, and can be sent to the customer immediately.  The result should be an improvement in days sales outstanding (DSO) metrics by getting the job billed immediately; and less leakage because nothing falls through the cracks, every part is accounted for and every job is billed, by connecting the job in the field directly with accounting.  Integration of Field Force Tracker with a customer’s accounting system also means that new companies, contacts and parts can be created in either system and automatically synced to both platforms.

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“Integration with best-in-class technology platforms will continue to be a priority for us,” said Dr. Brijesh Kumar, CTO, at Field Force Tracker. “Integrations like these accounting packages, help our customers drive their businesses strategically and extend the value of their existing systems.”

QuickBooks integration is the first accounting package to be released as part of Field Force Tracker’s international expansion strategy. Available on both the Field Force Tracker web-based app and mobile app, it allows businesses using Quick Books to immediately take advantage of the mobile-first field service offering provided by Field Force Tracker. Additional accounting packages will be added with each new feature releases.

Field Force Tracker’s made for mobile solutions provide field personnel with mobile tools that increase their productivity, generate more revenue and turn customers into brand advocates. Its Web-based back office functions are built on a flexible, cloud-based architecture with unlimited configurable fields that can accommodate virtually any business process.  Field Force Tracker’s solution is integrated with the leading CRM, ERP and Accounting packages.

field service software for enterprise

Why Field Force Tracker

Mobile enabled, cloud-based field service software was designed to provide ease of use with incredible flexibility. Along with the ease – and speed – of our implementation and the ongoing support service that we provide we enable companies to take full advantage of today’s mobile field service.

Field Force Tracker’s power mobile apps for iPhone and Android are available to all new and existing Field Force Tracker customers. They can extend the feature set with the enhanced mobile forms capabilities, and better system integration.  Field Force Tracker, a mobile enabled web-based field service management software, streamlines technician scheduling, dispatch, customer management, vendor and employee management, work orders, equipment maintenance, inventory tracking, contracts, estimates, invoices, payments and accounting. It is considered one of the most feature rich software of its kind.

About Field Force Tracker

Force Tracker (http://www.fieldforcetracker.com) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Its solutions enable businesses of all sizes (from 1 user to 10,000 users) to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce.

With Field Force Tracker customers can create service schedule and route quickly, dispatch sooner, collect correct information at once in the field and invoice faster. The field service software makes it easy for users to eliminate waste, get more done in less time and be more profitable.

Field Force Tracker is a wholly owned unit of Rapidsoft Systems Inc. (http://www.rapidsoftsystems.com). Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, a US R&D Center in Mercerville NJ, and sales, support and development offices in Palo Alto, CA, USA, Singapore, Dubai (UAE), Bombay, and Noida (India).