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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

A Candid Conversation with a Field Service Workforce Management Leader


ClickSoftware, rooted in field service workforce scheduling and optimization, provides automated workforce management and optimization solutions, on-demand and on-premise, creating business value through higher productivity, customer satisfaction, and operational efficiency. Its patented concept of “continuous planning and scheduling” covers the entire service lifecycle management realm. TEC presents a candid Q&A session.

integrated crm and field service solution  field service), entitled “ Integrated Workforce Management (WFM) Platforms: Fact or Fiction? ” ran along similar lines. The software vendor whose work and solutions have largely inspired the first two series is ClickSoftware Technologies (NASDAQ: CKSW). With its recent acquisitions and internal development, ClickSoftware also has some connection to the latter series on general WFM considerations. Specifically, from its roots and expertise in field service workforce scheduling and optimization (i.e., 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

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

integrated crm and field service solution  of hosted CRM and integrated accounting solutions www.netsuite.com Oracle Provider of on-premise and hosted enterprise systems www.oracle.com Salesforce.com Provider of hosted CRM software solutions www.salesforce.com SAP Provider of on premise ERP systems and hosted CRM systems www.sap.com Yankee Group SaaS industry specialist and leading CRM analyst group www.yankeegroup.com Appendix III: RFP Outline 1. Introduction and Purpose RFP purpose Timeline Sequence of events 2. Company Background Vision and 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

10 Strategies for Getting the Right ERP and Accounting Solution


That's where the white paper 10 strategies for getting the right ERP and accounting solution comes in.

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The Executive Buying Guide to Employee Self-service


Employee self-service (ESS) is an online technology that automates workflow, and allows both employees and managers to view and update human resources (HR) and payroll information. It often includes time-off management, and can serve as a central portal for communicating company documents and announcements. ESS disperses routine tasks back to the level of origination--employees and their managers.

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5 Key Steps to Make Field Service Profitable


Is field service seen as a cost center at your business? Providing field service can be a complex process, but that does not have to mean it’s unprofitable. Every field service interaction is an opportunity to not only delight customers, but also increase revenue. Here are 5 easy steps to get your field service organization in the black this year. Accomplish all five and get your field techs, customers, and balance sheet in your favor.

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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.

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Selecting Field Service Management Software


What is a dynamic scheduling engine, and why does your field service management operation need one? Learn the ins and outs of this technology, which can help you adapt to rapidly changing priorities, schedule in real time, meet demanding service level agreements, and more, all while reducing cost.

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2011 ERP Buyer's Guide: Showcase Your Solution


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ITIL Service Support Processes in Record Time


To establish optimal service and support conditions, the case company, Naviair, chose to adapt and implement information technology infrastructure library (ITIL) service support processes. During the process, Implement Consulting Group assisted with facilitation, ITIL input, and lean competences and tools. The existing procedures and instructions were combined with ITIL’s different service support areas.

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Predictive Service Excellence for Printers: An Overview of Remote Service Platforms for Printer and Copier Devices


Networked printers and multifunction peripherals often require a high level of support and manual intervention. Secure remote monitoring platforms reduce device downtime by automating service alerts and meter reading, and providing proactive toner replenishment. Users benefit from improved device uptime, and manufacturers and their service partners can build proactive service relationships that can drive customer loyalty.

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IBM Algo Risk Service on Cloud


IBM’s Algo Risk Service on Cloud is a web-based risk management and reporting service providing a dynamic interface allowing for the performance of on-demand activities. Support tools are available in a standard configuration for a range of analytics, data, and scenarios, but IBM Algo Risk Service on Cloud also offers flexible customization options. In this white paper, read how IBM Algo Risk Service on Cloud brings the front and middle offices together by addressing and meeting the different needs of portfolio and risk managers, traders, and analysts. The adoption of IBM Business Analytics can help businesses outperform competitors: learn about the myriad of features and benefits that can be brought to your organization.

Decision making needs to be supported by real-time, detailed data, which is delivered by IBM’s Algo Risk Service on Cloud. You can be confident in the source and quality of the risk analysis data, as IBM Algo Risk Service on Cloud provides extensive information and increased visibility on all aspects involved in managing risk. Users can perform a variety of comprehensive “what if” scenarios based on real data to assess an operation before it’s executed. IBM takes your data security seriously and offers a multi-level approach to protecting your information through different security and permissions settings on the individual level. Learn about how IBM Algo One Risk and Financial Engineering Workbench can provide a deeper reading of data. Business can be even more successful with the implementation of IBM’s Algo Risk Service on Cloud.

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