Planning Board Demo - Itinerary Planner Demo - Assignment Demo | PDF | Register Interest
Optimize Service Processes in CRM On Demand
Businesses using CRM On Demand to manage their Service process now have at their disposal a set of services and tools from InFact Group, to maximize their investment. The Service Bundle from InFact Group is composed of three components
- Consulting and Assistance to implement service, case management and returns / repairs thanks to 5 years of CRM On Demand experience
- The Planning Board, an interactive multi-person planning calendar to manage technician visits
- The Route Planner, an autonomous web applet to deliver valuable route planning information to agents and technicians
- Assignment of Resources interactively during Service Order creation
The Planning Board is a drag and drop calendar for the management of your Visits, Planned Maintenance and other Service activities. Changes to the Planning Board are of course automatically sent to the CRM On Demand application in a transparent manner.
The Route Planner embeds into the CRM On Demand Home Page or any Portal Home Page. It automatically scans your calendar and creates your Route Plan for today. You can print the Route Plan, view the map, zoom, pan and study it. You can also change the order of your visits and study the difference in mileage.
The Service Bundle from InFact Group accelerates the deployment of CRM On Demand for Service
- Flexibility. Extends the capability of CRM On Demand.
- Availability. Easy to implement the extra tools
- Compatibility. Integrates quickly and easily into any major browser.
- Visualization. Graphically show routes, plans. Use the mouse to drag and drop.
- Clarity. Drive success and objectives with clear, easy to understand visual aids
To learn more, register your interest below now!