Home

Leveraging Service CRM for Accurate and Efficient Communication with Customers
August 21, 2023

Introduction
Maintaining strong and effective communication with customers is crucial for success in today's highly competitive business landscape. One tool that has proven to be invaluable for enterprises in achieving this goal is Service CRM software. Along with helping deliver proficient customer service, a Service CRM enables businesses to streamline their communication processes, ensuring accurate and efficient customer interactions. This blog post will explore the benefits of leveraging Service CRM for precise and effective customer communication.

Centralized Customer Information
One of the primary advantages of using a Service CRM system is the ability to centralize customer information. Instead of scattering data across multiple platforms or departments, a Service CRM consolidates all relevant customer data into a single, unified database. This centralized approach allows businesses to access accurate and up-to-date customer information, including contact details, purchase history, preferences, and ongoing service requests. With a comprehensive view of each customer's profile, businesses can provide personalized and targeted communication, addressing their needs and concerns.

Enhanced Customer Engagement
Effective communication is the key to building strong customer relationships. Service CRM systems offer numerous features and functionalities to enhance customer engagement. For instance, businesses can use automated email campaigns triggered by specific events or milestones, such as order confirmations, product updates, or service completion. These personalized touchpoints keep customers informed and engaged throughout their journey, fostering a sense of trust and loyalty. Additionally, Service CRM systems often include customer self-service portals, allowing customers to access information, raise queries, or track the progress of their service requests, leading to improved satisfaction and reduced support costs.

Efficient Ticket Management
Efficient ticket management is essential in industries that rely heavily on service or support tickets. Service CRM systems provide robust ticket management features that enable businesses to track, prioritize, and resolve customer issues effectively. When a customer submits a ticket, it is automatically logged into the CRM system, ensuring no requests fall through the cracks. Service agents can access the ticket information, assign it to the appropriate team member, and track its progress until resolution. By streamlining the ticket management process, businesses can provide timely and accurate updates to customers, improving transparency and reducing response times.

Read more

Streamlining customer service with a service CRM
May 19, 2023

Streamlining customer service with a service CRM

Providing an exceptional customer service has become an essential aspect of winning and retaining customers in this digital age. In order to provide the best customer service and experience it is paramount to streamline business teams and operations, and this is where the use of a service CRM comes into play.

A service CRM can provide an organization with many features like tracking customer data, managing complete customer and install base information, managing inventory levels, automating field service operations, or even extending its feasibility to call center users, retailers, and franchisees. CRM is very important for an organization because it helps the management to elevate customer service and experience. It can be leveraged to build a customer centric approach as it provides a centralized location for managing all customer information and interactions.

Improving customer service is a multi-layered process and once a CRM is implemented, it can enable customer service processes from active to proactive to predictive steps in taking care of customer service. Some of the ways in which a CRM can help businesses to provide streamlined customer service are –

Centralized data management
A service CRM would help in taking care of all customer data and interactions on a single platform. It would allow service teams to streamline internal processes by having a single view of the customer, products and parts information, warranty information, and tracking service history. It can also provide all the important information associated with the install base including make and model, type of product, date of purchase, etc. This helps in leveraging the benefit of managing all the necessary data at a centralized location.

Read more

How can field engineers benefit from a field engineer mobile application
March 15, 2023

How can field engineers benefit from a field engineer mobile application

Field service is an integral function for providing a consistent customer service. There are millions of field service engineers who are responsible to maintain billions of machines around the globe that have a very important role to play in our lives and businesses. They are our everyday heroes who come at our doorstep to repair our washing machine or a refrigerator.

Therefore, having an efficient Field Service mobile applications for engineers has become a paramount importance for companies. It can help managers, customer service representatives, and engineers in a variety of ways-

Single source for all information
A mobile application would provide the field engineers with an immediate access to all the service-related documents, complete customer information, service request information, product information, and warranties. Additionally, it can help engineers in having a record of all applicable Service Level Agreements (SLA) and ensure adherence to those agreements.

Increasing efficiency and productivity
An ideal Field service mobile application can help in increasing the efficiency and productivity of the field engineer. They face issues of call registration, marking their attendance and leave, claiming travel expenses, allocation of service requests wherein they are required to visit the service center for picking up job sheets for entries, travel back and forth for service request details. With an application they will be able to resolve all these issues easily by having all the information at hand and finding it very easy to plan their daily tasks and route maps, thus being more productive.

Transparency
Efficient use of Field Engineer mobile application can help in maintaining better transparency by keeping the after-sale service representatives and field engineers on the same page. The service teams can track the live geo location of the field engineers which can help in compensating them for their travel expenses and assigning the service call to the right engineer at the right time. Field engineers on the other hand can have a proper validation of the products, and its parts with the help of features like barcode scanning, validate warranty information and search parts of inventory.

Read more

Role of CRM in an omni channel strategy
February 23, 2023

Role of CRM in an omni channel strategy

Omni-channel service CRM is a customer service strategy that allows businesses to provide a seamless and an integrated experience for their customers across all channels. This includes channels such as the company website, call centre requests, or service centre requests, email, mobile applications, etc. Use of an omni channel service CRM helps in increasing efficiency, flexibility, and speed of after sale services by providing a unified experience.

With an omni-channel service CRM, businesses can provide their customers with a consistent and a personalized experience, regardless of the channel they use to interact with the company. This is made possible by a CRM system that captures and stores customer data and interactions across various platforms and provides businesses with valuable insights into customer behaviour and preferences, at a single place.

One of the valuable advantages of an omni-channel service CRM is the ability to provide customers with a self-service option. This allows customers to access information and resolve issues on their own, either by using the company's website, mobile application, or a simple WhatsApp chatbot integrated with the service CRM. This not only improves the customer experience but also reduces the workload on after sale service representatives and customer call centres of an organization.

Another benefit of an omni-channel service CRM is the ability to provide a tailored experience for better after sale services and faster registration of service requests. For example, a customer may start his journey by browsing a company's website and then moving on to the service centre for raising a service complaint. With an omni-channel service CRM in place, the business can track that customer's journey and use that data to create a more personalized experience for them in the future. This synchronization can also help in preserving the context of the service ticket raised as it moves from one channel to another.

Read more

Top Challenges and Solutions of Inventory Management
February 01, 2023

Top Challenges and Solutions of Inventory Management

Inventory management is an important function of any business that deals with physical products, and its parts. It is the process of managing and controlling the flow of goods right from the initial stage of manufacturing till the time of selling them to the customer. An efficient inventory management system is crucial for ensuring that the appropriate products or parts are available at the right time and in the right quantities.

Challenges of Inventory Management

As a business grows, it becomes more and more complex to manage inventory as there are new channels and intermediaries involved with each business process.

Some of the challenges involved are:

Read more

Path Infotech to Build an Efficient and Responsive Customer Service Ecosystem using ServitiumCRM, Powered by Oracle Cloud
January 11, 2023

Path Infotech to Build an Efficient and Responsive Customer Service Ecosystem using ServitiumCRM, Powered by Oracle Cloud

ServitiumCRM, a modern customer service platform is now available on Oracle Cloud Marketplace

Path Infotech, a leading technology solutions company and a member of Oracle PartnerNetwork (OPN), today announced that ServitiumCRM, its Next Generation Customer Service Management platform, has achieved Powered by Oracle Cloud Expertise and is available in the Oracle Cloud Marketplace.

ServitiumCRM is a state-of-the-art, comprehensive, and future-ready customer service CRM platform. It is empowering organizations by helping them develop consistent, efficient, and responsive customer service models that will improve user experience, boost employee productivity, and promote end-customer retention for enterprises.

Powered by Oracle Cloud Expertise is achieved by OPN members who deploy solutions on Oracle Cloud Infrastructure (OCI). OCI is a next-generation cloud that enables companies to run complex and demanding workloads at scale. OCI is an obvious choice for Path Infotech to move and modernize ServitiumCRM on the cloud. With OCI, ServitiumCRM’s customers will get the agility to scale without downtime, higher efficiency, and greater price performance backed by comprehensive SLAs, all the while leveraging OCI’s security-first approach.

Read more

Empower Your Customer Service Processes During Lockdown
May 04, 2020

Empower Your Customer Service Processes During Lockdown

Excellent Customer Service means ensuring a customer is happy and satisfied with your product or service even after the transaction is complete. As a customer-centric company, you must strive to stay on top of your customer’s needs, queries, and feedback. Every interaction between you and your customer should work towards building a strong trusting relationship.

Given the current situations across the country, with everyone/ everything under lockdown, staying connected with your customers and boosting their confidence in your brand, becomes more important than ever before.

Even if delivering regular customer service is challenging right now, there are certain platforms that you must master to ensure that you are available and within reach of your customers when they need you.

Adopting these while simplifying your processes will empower your teams to service your customers better. Ignoring these, however, may result in you losing an opportunity of creating customer delight.

Read more

Take Field Service Delivery to an All-New Level with a Field Service CRM
March 19, 2020

Take Field Service Delivery to an All-New Level with a Field Service CRM

Is managing your field service technician and communicating with them a challenge, especially when they’re on a service call?

Is access to relevant customer details limited for your field service technicians especially when in the field?

Is the amount of manual work involved in maintaining excel files and paper-based reports, hampering the way you deliver service?

Then it is high time for you to opt for a reliable automated field service CRM.

Read more