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Software Functionality Revealed in Detail
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 integrated crm and field service solution

Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Field Service Management (FSM)

Field service management (FSM) software is a set of functionalities for organizations or departments within organizations that have as main focus the intallation, maintanance, reparing, and meter reading for industries relying heaviling on equipment. FSM workers require functionality for customer engagement management, service and asset management as well as workforce management. Since most activities in FSM take place outside of the office, mobility is a big component of the a FSM software solutions. Typically, FSM software is not used as a stand-alone solution, as it needs to integrate with Financials, ERP, CRM and EAM to ensure accurate data exchange. Even if its main purpose is to maintain and repair equipment, it can also be used to gather customer satisfaction and equipment performance feedback. To allocate human resources efficiently, workforce management is an integral part of an FSM system. 

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Documents related to » integrated crm and field service solution

Vertical Solutions Inc.-All About Field Service: Part Two


In a blog post last week, I talked about Vertical Solutions’ (VSI) offerings for field service management (FSM), including the company’s customer profile, partners for extending the solution, and VSI’s big data capabilities. To expand on the company’s value prop and positioning, we recently had an in-depth candid discussion with VSI’s executive vice president (EVP) Kris Brannock. Ms. Brannock

integrated crm and field service solution  to have a fully integrated VoIP solution coupled with our collaboration tool for field techs to communicate with dispatchers or customers based on location, drive time, estimated time of arrival (ETA), contractual obligations, and more? TEC : VSI is touted to have several differentiating traits (depicted in figure 4 below). Can you please illustrate some concrete examples of where your guidance/compliance and multiple tiers of workforce management (WFM) work well? KB : We have a customer in the home Read More

Enterprise Resource Planning for Services: Has Software as a Service Become Service-oriented Architecture for Small to Medium Businesses?


In the past, enterprise resource planning (ERP) initiatives were far too costly for smaller organizations to consider. However, a trend has recently emerged where software vendors are now offering software-as-a-service business models for ERP implementation to even the smallest organizations.

integrated crm and field service solution  example of a fully integrated ERP system offered through a SaaS model for the SMB market. Delivering complete back-office (accounting, human resources [HR], purchasing, financials, etc.) and powerful CRM capabilities, NetSuite offers users a fully integrated, Web-based solution in a single source code. Its capabilities are better suited for the services sector, such as professional services organizations, nonprofits, and advertising, with modules in financials, CRM, purchasing, payroll, and inventory. Read More

Vertical Solutions Inc.-All About Field Service: Part One


Field service management (FSM) is a growing enterprise software segment, and while it may not be a new software market, it is quickly increasing in value and relevance globally. The manufacturing industry has always been an active user of FSM software solutions, but as companies reinvigorate their post-sales support strategies, one can see continued growth in this market segment. Companies are

integrated crm and field service solution  for over nine other integrated solutions, including a high-volume ERP data solution. The analytics pulled from the solution combines all post-sales data, which seems pretty “big.” However, you’ll hear companies comment that big data includes not just volume and variety of data, but also velocity and complexity of data—but what does this actually mean? Think of the following true-to-life situations: •    An organization is capturing not only data about customers’ home addresses but also Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


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integrated crm and field service solution  on). Agresso offers a closely integrated data/process/reports delivery architecture designed specifically for the above-mentioned BLINC environments. The vendor prides itself as The ERP Market''s Definition of Agility as it allows an unlimited amount of ongoing, post-implementation changes without the typical external IT costs and interventions that can save pretty dollar amounts in revenue for the forward-thinking user enterprises. Outside of the native architecture and the more recent Agresso Read More

Case Study: Integrated Customer Data Drives Efficiency and New Revenue Opportunity for Leading Medical Solution Provider


Solta Medical, a developer of innovative esthetic energy devices to address aging skin, needed a scalable platform to support near-term product and customer growth and a recent merger. It sought a single, integrated CRM and field solution—one that could provide complete customer and product history. See how the ServiceMax solution has greatly increased Solta’s visibility into its customers and their products. Read the case study.

integrated crm and field service solution  It sought a single, integrated CRM and field solution—one that could provide complete customer and product history. See how the ServiceMax solution has greatly increased Solta’s visibility into its customers and their products. Read the case study. Read More

7 Ways Service Culture Can Drive Revenue


Every field service manager and executive strives for the same goal: delight customers while increasing profits. But achieving this holy grail of field service often proves elusive. Why? Because service companies often take a tactical perspective to solving issues while ignoring cultural changes that are equally important. Know 7 ways to build a strong culture in your service business so you can achieve your business goal.

integrated crm and field service solution  field service management,FSM software,field service culture,field service company executives,field service revenue goals,field service business success,ServiceMax Read More

The State of Service Management


This document describes the current state of the service enterprise, and reveals the goals and investments prioritized by service leaders (over 200 polled in a recent survey) for 2012. It also reveals the performance benchmarks of leading service organizations, and divulges the strategic elements that contribute to best-in-class performance.

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NoSQL for My BI Solution?


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integrated crm and field service solution   Read More

TEC 2015 Certification Report Zavanti CRM


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Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

integrated crm and field service solution  2015 Certification Report Zavanti CRM Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project. Zavanti''s front-end CRM system is an adaptation of Microsoft Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


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integrated crm and field service solution  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




integrated crm and field service solution  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

Industry Analysts on Field Service Mobility Trends


P.J. Jakovljevic and other analysts discuss the impact of mobility on field service management.

integrated crm and field service solution  field service management, field service mobility, FSM, FSM trends Read More

Extending CRM Concepts in ERP Systems


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integrated crm and field service solution  (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More