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Top Five Benefits of Field Service: CRM
Posted on: May 1, 2024 | By: Page Wildridge | Microsoft Dynamics CRM
Over the past several years, more and more companies have been sending their employees and contractors to their customers to provide service, warranty work, and product enhancements. Therefore, the need for Field Service functionality has grown. Microsoft Dynamics Field Service is a robust field service application with many tools that your business can utilize. In this blog, we will discuss the top five benefits of a field service solution.
1. Reducing Redundant Key Entry
Dynamics Field Service will help your business stay on top of tasks in a timely and efficient manner. Without field service functionality, businesses waste time by entering the same information repeatedly: as information flows from the back office to technicians and back again, data is manually entered and passed around over and over. Field service software removes this aspect, allowing each part of your business to stay connected. Additionally, the tool eliminates delays that are faced by data being rekeyed in multiple solutions.
2. Improving Customer Service
Without utilizing a field service application, most businesses keep track of work orders or service requests by sending their technicians into the field with their work orders. Then, as the tech works though a handful of orders, they wait to enter completed details into the system until they have completed work on multiple jobs and customers. This both slows the order completion process and keeps customers in the dark about the status of their work order. These issues are resolved by Dynamics Field Service by streamlining the process of data entry, ensuring that technicians keep their customers up to date. This improves your company’s reliability, in turn improving your relationship with customers.
3. Improving Cash Flow
The immediacy that results from utilizing Microsoft Dynamics Field Service also results in an improved cash flow for your business. Service Orders are able to be billed immediately upon completion or as progress is made on the job. By providing accurate and timely billing you can improve and accelerate cash flow.
4. Improve Inventory Tracking
With a streamlined Field Service system, your business can keep track of the parts that are both required for a job and remaining in the warehouse. This takes the guesswork out of your inventory: instead of having a technician estimate the parts needed to complete their work, trucks can be loaded up with exactly what is required. This ensures that there is a clear record of where your inventory is at all times, reducing the risk of misplacing important parts.
5. Accurate Scheduling
You can utilize Dynamics Field Service functionality to properly schedule your technicians to maximize their time. The software takes the stress out of manually scheduling each of your technicians to jobs based on location and resources needed. Instead, the field service will aid you in creating a perfect schedule based on resources, availability, and skills. Overall, Dynamics Field Service eliminates wasted time and long commutes for your technicians.
Next Steps
Microsoft Dynamics Field Service benefits businesses by eliminating errors and improving efficiency. Logan Consulting, a proud Microsoft Dynamics partner, is committed to ensuring our clients harness the power of their CRM. Contact us today to speak to an expert about what Field Service functionality can do for your business.
