Streamlining customer service with a service CRM
May 19, 2023
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.
How can field engineers benefit from a field engineer mobile application
March 15, 2023
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.
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.
Role of CRM in an omni channel strategy
February 23, 2023
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.
Top Challenges and Solutions of Inventory Management
February 01, 2023
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:
Path Infotech to Build an Efficient and Responsive Customer Service Ecosystem using ServitiumCRM, Powered by Oracle Cloud
January 11, 2023
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.