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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Does your organization utilize a call center, maintain a website, or offer email, text, or chat client options to gather customer feedback on their reasons for reaching out? Our aim is to gain a deep understanding of YOUR business, including its specific needs and challenges, allowing you to concentrate on providing products and services that truly meet the expectations of YOUR customers. If you eventually find yourself in need of an advanced SRM software solution, we will be there to assist you. Unlike many larger competitors, we will not push a software solution that doesn’t align with your requirements or promote a 'plug and play' or 'one size fits all' approach, as we recognize that such options are unrealistic. We will collaborate with you to pinpoint and implement the solution that is ideally suited to your business model, ensuring the right level of automation is achieved—nothing more, nothing less. Our dedication is to provide tailored support that empowers you to thrive in your industry.

Description

Address customer concerns effectively on the first attempt, consistently. Dynamics 365 for Field Service enhances the experience by offering clear communication throughout the entire support process whenever a customer reaches out for assistance. It begins with acknowledging the service request, then smoothly transitions to sharing details about the technician assigned, including their expected time of arrival, followed by post-service updates, and a confirmation once the issue is resolved. By proactively predicting, identifying, and addressing service challenges before customers are even aware of them, businesses can maintain reliable and efficient operations. Foster customer trust and loyalty by equipping technicians and service managers with essential tools and information, enabling them to solve issues promptly. Additionally, optimize both resources and costs while delivering outstanding onsite customer interactions by deploying technicians precisely when and where they are needed most, ensuring a seamless service experience. This holistic approach not only enhances customer satisfaction but also drives operational excellence across the board.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AXtension Content Gate
AgriERP
Atfinity
Azumuta
BUILDFitters
Dynamics 365 Remote Assist
EasyTerritory
Ema
My DSO Manager
Obzervr
Rayven
Resco Inspections+
The Asset Guardian EAM (TAG)
mainsim

Integrations

AXtension Content Gate
AgriERP
Atfinity
Azumuta
BUILDFitters
Dynamics 365 Remote Assist
EasyTerritory
Ema
My DSO Manager
Obzervr
Rayven
Resco Inspections+
The Asset Guardian EAM (TAG)
mainsim

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$95 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CSDP

Founded

2007

Country

United States

Website

www.csdpcorp.com

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/field-service/overview/

Product Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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