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…
Your field technicians are the face of your organization, and their success is vital to your organization’s success. With the latest advancements in technology, it is crucial to equip your technicians with the right tools and resources to enhance their productivity, efficiency, and customer satisfaction. In this article, we will discuss how Dynamics 365 Field…
Unlike retailers, manufacturers, and distributors that deal exclusively in physical inventory, most field providers run on a service-based model, where expertise, relationships, and hands-on support create the most value for the business. As such, you might assume that inventory management software is a secondary concern for more “traditional” field service companies. While that line of…
Within the home services industry, you’ll find a diverse assortment of providers – plumbers, painters, cleaners, contractors, HVAC and solar installers – anything that caters to residential customers. In this article, we’ll look at some of the ways field service management software can help home service companies stay competitive for years to come. During the thick…
Mobility has always been a big deal for field service providers. Across the board, field orgs rely on their remote workforce to generate value for the business and its customers, as well as differentiate themselves from competitors. Historically, that meant competing on expertise, price, or turnaround times. But, in 2023, that’s not enough. These days,…
The company is adapting Dynamics 365 Marketing module to work better with its marketing team. “Integrated marketing was a solution Phillips didn’t know it needed, but once it saw what could be done, it wanted those additional tools,” Reeves says.
Customer expectations have been rising for a long time. This is old news, of course, dating all the way back to the dawn of the smartphone and the emergence of tech power players like Amazon, Uber, Google, and Facebook (or, uh, Meta). Many industries – CPG, ecommerce, hospitality, among others – learned an important lesson…
Forgive us for bringing up something so incredibly obvious. But – today’s customers expect personalized, connected experiences from the companies they work with. It doesn’t matter if they’re ordering paper towels via Prime or Pad Thai from an app. Blame Amazon, Uber, or your least favorite 2010s tech unicorn, but the proliferation of “big data”…
As companies grow and expand their operations, managing data workflows can become a daunting task. This is especially true for field service operations, where technicians and employees are constantly on the move. In order to streamline processes and improve overall efficiency, many companies are turning to D365 field service to automate data workflows from the…
It never fails. Technicians are calling out sick, customers are calling in with same-day requests, and then your field service company’s biggest customer calls in with an urgent problem at their most remote satellite location. You don’t have a choice. You have to dispatch someone immediately. Every field service provider has encountered some variation of…
