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Software Functionality Revealed in Detail
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 integrated crm and fsm 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 fsm solution

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 fsm 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

Navigating Between Service Management Scylla & Charybdis - Part 2


Part 1 of this series analyzed the phenomenon of the rise of the service economy: the increasing importance of the service sector in industrialized economies. Especially in a sluggish market, service delivered after the initial sale of a product is what can truly differentiate competitors. In fact, after-sale service is quite difficult to replicate. Thus, while durable (hard

integrated crm and fsm solution  and exceed customer expectations. Well-integrated systems allow companies to manage scheduling, dispatch people, manage parts availability, and equip technicians with the accurate and timely information that is stored in the knowledge repository. For an in-depth analysis of one such vendor’s offering, UNIT4’s Agresso Field Service , see TEC’s previous article entitled  “The Convergence of ERP and Field Services—One Vendor’s Leadership.” Service knowledge . Vital to meeting and exceeding Read More

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 fsm 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

TEC Industry Watch: Enterprise Software News for the Week of June 4, 2012


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integrated crm and fsm solution  service management solution with integrated workforce optimization deployed either as a service or on premise. The acquired company also brings a strong mobile solution with offline capabilities, which is crucial for field service techs in remote areas. Thus, this acquisition should help IFS move to industry leadership in FSM, which is a direction IFS took a while back. I think this move is also in part IFS''s defensive move for Click Software''s longstanding relationship with SAP and recently announced Read More

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


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integrated crm and fsm 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

Customer Relationship Management (CRM)


When talking about relationship management in the context of software solutions, most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved.

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CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

integrated crm and fsm solution  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You''ll learn about CRM from all the key Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


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integrated crm and fsm solution  Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the Read More

The Bottom Line of CRM: Know Your Customers


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integrated crm and fsm solution  Bottom Line of CRM: Know Your Customers CRM has become a top priority for companies seeking to gain competitive advantage. However, confusion reigns about exactly what CRM is, how to best implement it, or even what role it should play in enhancing customer interaction. Worse yet, even after investing hundreds of thousands, if not millions, of dollars in CRM systems, most companies are no closer to understanding their customers than they were before the system was put in place. See how CRM analytics can Read More

10 Strategies for Getting the Right ERP and Accounting Solution


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Enterprise On-Demand CRM Comparison Guide


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ML3 Business Solution inc.


ML3 Business Solution inc. a Microsoft Business Solution partner, serves the East Canadian Market for the deployment of Dynamics GP ERP. Our professional team is dedicated to the success of your project. With more than 15 years experience, and Sure Step methodology to structure and manage the implementation, ML3 and Dynamics GP solution could be the right choice for your organization.For more information contact: Marie France Poissant email:mfpoissant@ml3.ca.Phone:+1(418) 780-0909 x202

integrated crm and fsm solution  Dynamics GP,ERP,MRP,Professional Services Read More

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integrated crm and fsm solution  CRM+: Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

integrated crm and fsm solution  software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management. Read More