Category: CRM & Customer Engagement

The Power of Customer Feedback: Keys to Superior Field Service

Learn More About The Power of Feedback: The Key to Superior Field Service

This is the final article in a series highlighting the 7 ways field service operations can increase customer satisfaction. Be sure to check out the first six articles on Enhancing Communication, Field Service Feedback, Field Service Mobility, Field Service Training, Going Beyond the Break-Fix Model, and Providing Personalized Service by Knowing Your Customers. Field service businesses thrive on…
Way 6: Provide Personalized Service by Knowing Your Customers

Learn More About Provide Personalized Service by Knowing Your Customers

This article is the sixth in a series highlighting the 7 ways field service operations can increase customer satisfaction. Be sure to check out the first five articles on Enhancing Communication, Field Service Feedback, Field Service Mobility, Field Service Training and Going Beyond the Break-Fix Model. Delivering personalized service is essential for businesses to succeed in today’s competitive…
Woman On Computer Call With Doctor

Learn More About Healthcare Company Replaces Costly Salesforce Solution with Microsoft Dynamics 365 Field Service for Improved Patient Care

Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing and scheduling its network of home healthcare licensed providers – including physicians (MD/DO), nurse practitioners, physician assistants, and medical technicians – with Salesforce. Approaching a hefty price increase from Salesforce, the company…
Communication in field service

Learn More About How Communication Increases Customer Satisfaction in Field Service Organizations

Delivering field services takes a great deal of effort. You have salespeople talking to customers, you have administrators scheduling jobs, placing work orders, and ordering inventory, you have technicians visiting customer locations, installing assets, servicing assets, and providing maintenance. And yet, you can get all that right and still have customers dissatisfied if your customer…
A Review of Early Microsoft Copilot Features

Learn More About AI For Sales. Here. Now.

As Microsoft Copilot features make their way through preview and into general release, some of you might be getting antsy to get your hands on the latest AI features designed to help sellers to be more productive. You’re not alone. Release and stability will take a bit of time. While we wait, we thought that…
The Importance of Integrated CRM & ERP for Distributors

Learn More About The Importance of Integrated CRM & ERP for Distributors

Your business is distribution, but increasingly, every business is in the technology industry. In order to build a resilient operation that can withstand pandemics, supply chain disruptions, and whatever else may come along, you need the right technology stack. Historically, enterprise resource planning (ERP) and customer relationship management (CRM) systems have been separate, siloed platforms.…