Whether you’re managing installations, providing a service or performing repairs, good customer relationships are essential to any field service business.
Having the right tools at your fingertips is crucial to managing processes, technology and field technicians to ensure that you are providing superior customer service while keeping costs down and helping your business remain profitable. Two essential tools for these tasks are Enterprise Resource Planning (ERP) solutions and Customer Relationship Management (CRM) solutions. Choosing these solutions wisely can give you a significant advantage over competitors.
How an ERP Helps Field Service Businesses
There is no shortage of field service management tools on the market today. According to recent research, market growth in field service management is forecasted at 16.2%. This means the expected value of the industry is expected to increase to $5.9 billion by 2024.
With so many tools on the market, how can you choose the right one for your company? It all boils down to thinking about what is most important for streamlining your business operations. An ERP is designed to help you manage your entire business from one centralized solution.
An ERP system like Acumatica – Field Service Edition is specifically designed for field service businesses. It brings together finances, dispatching, warranty management, inventory and more all in one place.
The benefits of connecting all departments, data and processes into o
ne system is clear: “By bringing all of our business processes into a single system of record, we can eliminate duplicate data entry tasks and ensure that all our teams are working with the most accurate, current information,” says Keith Wolf, NexTec customer and president of Omni Cart Services.
Acumatica – Field Service Edition helps you take control of your finances, offering financial management integrated with field service and project management. The solution also offers dispatching, scheduling and call center functionality, ensuring your teams get where they need to be and that your customers get the support they need at the right time.
Adding inventory management and warranty management to the picture simply enhances what your field service business can offer in the way of better support to your customers and staff.
What about CRM?
Unlike some other ERPs on the market today that offer CRM only as an afterthought, Acumatica chose a different approach, opting to bake CRM right in rather than allow it as a loosely integrated module. With Acumatica, you can get a 360-degree view of your customers across the entire customer lifecycle.
If you already have a CRM, there’s no need to worry. Acumatica also integrates with other CRMs like Salesforce and Microsoft Dynamics 365, meaning you do not have to reinvent the wheel to maintain your current customer relationships.
Choosing a Trusted Partner
NexTec’s nationwide Acumatica team is one of the largest in North America and has been implementing Cloud ERP for customers since 2015. We are dedicated to helping field
service businesses implement solutions that meet their unique needs. For more information on how Acumatica – Field Service Edition can work for your business, reach out to us. We’d love to chat.