Services

CRM for Field Service Management

A world-class CRM that delivers the highest quality field service management solutions.

 

A Versatile Customer Service Solution that Moves with You

Field service management is about more than just having the right tools for the job no matter where you are. It’s about being able to connect with your most important asset, your customers. With CRM for Dynamics 365 and field service management solutions from PowerObjects, you can create a customer service story that spans multiple channels, maximizes your employees’ efficiency, and exceeds customer expectations.

Product Purchase
Product Purchase

Service Issue
Service Issue

Work Order Creation & Dispatch
Work Order Creation & Dispatch

Repair
Repair

Inventory
Inventory

Close
Close

Analyze
Analyze

Key Features

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

Asset and Equipment Management

Manage all equipment components for complete visibility into warranty and service agreements; total revenue and related costs; and audit history.

Work Order Management

Create work orders directly from a case, customer portal, email, or directly from your CRM and track against SLAs, entitlements, revenue and related costs, and invoicing.

Scheduling and Optimization

Automatically schedule and assign resources based on skills, location, required parts, and work load. Routes are optimized to meet SLAs and minimize drive times.

Service Contracts

CRM service contracts help you maintain warranty and entitlement information organization-wide.

Inventory, Parts and Logistics

Get real-time updates to ensure accurate inventory including the ability to reorder directly from Dynamics 365.

Customer and Partner Engagement

Portals provide visibility and insight through configurable web pages tailored to customer or partner roles and extend the power of your CRM to deliver self-service options to enhance the customer experience.

Knowledge Management

Make crucial field service resources such as product manuals, technical support documentation, training, and related videos readily available to customer care representatives, partners, and field technicians.

Mobile

Built with technicians and field agents in mind, Dynamics 365 mobile capabilities leverage the built-in features of Android, iOS, and Windows.

Analytics

With one central repository of information, key analytics and KPIs are at your fingertips for proactive decision making.

Unmatched Benefits


  • Increase Service Revenue

    Prevent warranty leakage, enter new markets, maximize technician productivity, increase upsell/cross-sell opportunities, and speed up cash flow.

  • Reduce Costs

    Reduce overstocking costs; improve parts visibility and workforce utilization; reduce administrative overhead; and increase efficiencies.

  • Increase Employee Productivity and Satisfaction

    Automate your field service operations to increase field utilization, eliminate duplicate data, and increase employee satisfaction.

  • Increase Customer and Partner Satisfaction

    Keep your customers and partners happy by opening up multi-channel communication lines, meeting or exceeding SLAs, and providing proactive vs. reactive service.

  • Adhere to Regulatory Compliance

    Define necessary procedures, build forms, maintain audit history, and capture critical data required to stay in compliance.

ServSmart Framework

Our ServSmart framework is an end-to-end solution that helps organizations view, track, and manage all aspects of their field service process from product to service to repair. ServSmart captures data from a machine, drives that data into Azure IoT, defines the parameters to create an alert within CRM, and provides the analysis to define and refine predictive maintenance.

Our ServSmart framework is an end-to-end solution that helps organizations view, track, and manage all aspects of their field service process from product to service to repair. ServSmart captures data from a machine, drives that data into Azure IoT, defines the parameters to create an alert within CRM, and provides the analysis to define and refine predictive maintenance.

  • AssetTrack. Provides a 360 degree view of an asset, optimizes asset management, increases remote service efficiency, and reduces operational expenses.
  • Connected Field Service. Increases customer satisfaction by providing support before a customer knows there is even an issue.
  • Azure Data Collection & Machine Learning. Predicts parts and asset failure and automates diagnostics based on fault codes and past service history.
  • Business Intelligence. Provides base visibility and monitoring, including average time to failure, parts performance, and more.
ServSmart Framework

Field Service Customer Success Stories


Kelly Roofing

Kelly Roofing uses CRM for Microsoft Dynamics 365 Field Service Functionality to communicate and coordinate with their crews on the ground.

Cenergistic

Cenergistic uses CRM for Microsoft Dynamics 365 to helping organizations reduce consumption of electricity, natural gas, fuel oil, and water.

Red Door Company

Red Door Company uses CRM for Microsoft Dynamics 365 to centralize customer data, allow easy mobile access in the field, and a streamlined service inquiry process.

More Resources

5 Critical KPIs for Field Service Success – A Field Technologies Magazine’s Special Report.

5 Critical KPIs for Field Service Success – A Field Technologies Magazine’s Special Report.

Providing True Omni-channel Service in a Changing Service Landscape

Providing True Omni-channel Service in a Changing Service Landscape

Improving the Customer Experience through Service Innovation

Improving the Customer Experience through Service Innovation

From Agents to Ambassadors: Creating Better Customer Service Experiences

From Agents to Ambassadors: Creating Better Customer Service Experiences

Learn More about our Field Service Management Solution
Download the Field Service Management white paper now!

We’re Here to Help
Interested in learning how Dynamics 365 can impact your Field Service management? PowerObjects can help. Contact Field Service Solutions Practice Director Dan Cefaratti to get started today!

Dan Cefaratti
612-339-3355
Send Dan an Email

Field Service On-demand Webinars

Field Service and CRM — A Dynamic Pair! watch now

CRM for Dynamics 365 – What’s New in Field Service watch now

Resistance Is Futile: How to Listen to Your Machines watch now