Trident Information Systems Pvt Ltd

Top 5 outdated practices that should be eliminated in your Field Service Business

With 2020 on the horizon, it’s the utter time to think about new platform to improve your field service business. You’ve probably been discovering about new trends and visions for the future, and it’s probably a little overwhelming. A painless way to get started is by discarding some of the outdated practices you’ve been following. We’ve compiled a list of field service practices you might want to leave behind this year. Manual Scheduling: Field service scheduling requires making fast and calculated decisions. You need to take everything in account from travel time and routing, technicians’ schedules and skill sets, equipment tracking, and SLA compliance. It’s much easier to adopt on an automated scheduling solution to make optimized decisions for you at every new case, so you can focus on the bigger things—like your customers’ satisfaction. Paper based forms: 46% of field technicians reported paperwork and administrative tasks as the unexpected part of the day. That’s because they would much rather be doing their jobs and interpreting customer problems. Electronic and mobile forms can make this process much less painful and swifter. Go even further to simplify the process by allowing fields to be automatically populated with known information from the main system. Delaying service updates: It’s important that dispatchers and management have the most precise picture of the status of work being performed. Encourage technicians to update their status service orders in a timely manner from Field service application so you have more visibility into day-to-day execution. Difficult appointment booking: According to our Field Service Report, almost all cited “ease of booking” as a top priority. If service organizations wish to retain with customers, they must make the booking process uncomplicated, and available across a variety of channels. Everyone has a preference when it comes to communication, so mobile, web, and phone-based booking must be available. Using separate solution: The only way to gain true visibility into field service schedules is to manage everything in a single solution. This includes schedules, beat planning, long- and short-cycle work, technician allocations, and more. Limiting field service management to Mobile application also gives you the easiness to manage your workforce more efficiently and ensure that you’re equipped to handle urgent work. Want to see working application, Trident Field Serv solution provides similar solution with advanced activity scheduling, resource optimization and mobile enablement capabilities that enables the field services delivery teams to be able to track, monitor and report the services activities on the go. Contact us for more information on how we can help your firm identify, implement, measure and use yours key performance indicators for Workforce Monitoring.

How Microsoft Dynamics 365 Helps in Marketing?

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Create and nurture leads Run multichannel campaigns Use email marketing, web landing pages, events, phone calls, and custom channels to attract the right prospects. Personalize buyer experiences Use configurable templates, reusable content blocks, design tools, and Microsoft Stream videos to prepare content and set up customer journeys based upon their engagement. Nurture leads using LinkedIn Use Dynamics 365 Connector for LinkedIn Lead Gen Forms to target matched audiences, nurture leads, and create a buyer’s journey based on LinkedIn content and interactions. Monitor multiple marketing channels Use Microsoft Dynamics 365 AI for Market Insight to bring together insights from events, emails and landing pages, as well as social listening data from various social media platforms. Simplify event management Organize in-person and digital events with an events portal to manage registrations, sessions, speakers and venue logistics. Use integration with ON24 or other webinar providers for digital events. Align sales and marketing Create one view of the customer Share one source of information about contacts, leads, and customers to deliver consistent results across the buyer’s journey with Microsoft Dynamics 365 for Sales. Close more deals with account-based marketing Enable your sales and marketing efforts to target accounts most likely to generate the largest revenue. Orchestrate the buyer’s journey for account-level leads with personalized content, and nurture activities to maximize revenue. Track prospect throughout their journey Prioritize leads ready for sales engagement with multiple lead scoring models and sales readiness grades. Move prospects more efficiently through the marketing and sales funnel with automated workflows to hand off sales-ready leads and drive follow ups. Increase productivity Easily set up and view campaigns with marketing calendars showing campaign timelines and activities. Also use familiar Office 365 tools for collaboration with colleagues, leads, and customers. Make smarter decisions Gain marketing insights Use out-of-the-box dashboards, marketing analyzers, and get real-time interactions to quickly gain insights. Also build custom dashboards to analyze performance. Focus on top priorities Use embedded intelligence like dynamic segmentation to target the right audience, multiple lead scoring models to prioritize leads, and customer interactions insights to personalize engagement. Improve social engagement Use social insights to gain competitive intelligence, measure, and manage your brand reputation. Survey customers Conduct online surveys to better understand your customer needs and apply learning to your marketing investments. Innovate with a modern and adaptable marketing and sales software platform Adapt quickly Accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps. Extend and connect Automate processes across Dynamics 365 applications and third-party systems for better service engagement experiences. Invest with confidence Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure and trust our state-of-the-art datacenters to safeguard your data. Drive innovation Transform your customer interactions with deep insights provided by artificial intelligence that guide your teams to the right business outcomes.

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