Customer service speeding up communication and efficiency
Integrate and involve all staff, whether they are based on-site or are mobile, with a cloud-based solution that means all data is transferred in real-time – speeding up communication and efficiency.
Customer service will be enhanced as your team can push and pull data across all media devices securely. Surveys can also be used to forward plan logistics for new customers, and to gauge satisfaction once the job is completed.
CAN I REDUCE MANUAL HANDLING WHEN DEALING WITH CUSTOMERS?
Customer voice surveys can be sent before the job begins to forward plan by asking location details, parking options, required health and safety policies and Covid-19 restrictions.
They can also be automated to be sent on completion, ensuring timely feed-back, so any complaints are highlighted quickly and/or positive experiences can be used for testimonials and staff morale.
Apps can be created for use on engineers mobile devices, to enable customers to sign-off on the completion of tasks on-site.
HOW DO I KEEP TRACK OF COMMUNICATION ACROSS SITES?
All communication from apps, surveys and calls, whether on or off-site will automatically update the cloud-based CRM. Dashboards can be created by drag and drop, so all communication can be seen in chronological order.
Customer service will gain a 360-degree view of all, updated in real-time.
CAN I REDUCE MY USE OF SPREADSHEETS?
Manual handling can be reduced by automating repetitive tasks (using Azure), for example, on job completion and sign-off – accounts departments can be alerted to action invoicing.
Working with your Inturi system architect, who will ascertain your bottlenecks and business pains, will enable you to drill-down and formulate solutions that reduce the time taken on a task, and avoid duplication of tasks or mistakes.
WILL ALL MY SCHEDULING BE AUTOMATED?
Scheduling, whether for stock management or for customer visits can be planned and automated so relevant parties are notified. Changes can be quickly coordinated, so customer satisfaction is guaranteed.
IS A CLOUD-BASED PLATFORM SECURE AND GDPR COMPLIANT?
Any systems and portals you have, even legacy systems, once integrated with Dynamics 365 as their hub, will benefit from Microsoft’s secure network.
UK based servers conform to GDPR and regular updates sent directly from Microsoft to your platform will keep you operational 24/7.
Role-based permissions and customer permissions mean that data can be pushed and pulled direct from CRM securely.
COULD I TAKE ADVANTAGE FROM GEO LOCATION?
Engineering teams can be tracked using GEO location and timesheets functions added to capture travel time and time taken on site.
IS D365 SCALABLE?
D365 is easily scalable as the Licences you’ll need for your staff, for example, are bought and can be cancelled on a month by month basis – these can be as little as £7.50p/m.
We are not here to ‘blind you with science’ we will advise you of your options for now and make you aware of the possibilities you might need for the future. We build relationships with our clients as we want to be a part of your success. Inturi will be with you throughout and after deployment, until you are completely happy. We also offer CTO as a service.
FUTURE PROOF YOUR STRATEGY
Stay ahead in a competitive marketplace with a scalable cloud-based solution where transactions are recorded into D365, in real-time.
Customers and eternal operators/engineers will gain direct access to your CRM through portals – keeping work-orders up-to-date, and ensuring customer satisfaction.