Capture
Business

Create Great Customer Experiences with Microsoft Dynamics 365

Your customers are the lifeblood of your business. To stay competitive, you need to understand and develop more personal relationships at every stage—from interested prospect to committed customer. That’s why there’s Microsoft Dynamics 365, a new type of business applications that helps you capture new opportunities and delight your existing customers. These four CRM applications work great on their own or even better together: Dynamics 365 for Sales=&1=& Today’s customers are more informed and have higher expectations than ever before. Go beyond sales force automation with Dynamics 365 for Sales, enabling you to better understand customer needs, engage more effectively, and win more deals. Built-in intelligence provides recommendations and guidance at every stage of the deal, so you stay focused on the next best step to move deals forward. Not only that, you can seamlessly connect business process data with Office 365 and LinkedIn data to guide sellers throughout your sales processes by making selling easier—even while on the go. Dynamics 365 for Customer Service=&1=& Customers want quick, relevant answers on any channel, even on the go. Differentiate your brand with Microsoft Dynamics 365 for Customer Service. Built-in intelligence delivers faster, more personalized service and adds value to every interaction. And each of these interactions is a learning experience—you’ll continuously improve while reducing the cost to serve using data and intelligence to transform how you provide service. Dynamics 365 for Project Service Automation=&1=& Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience. You can earn your customers’ loyalty by using intelligent automation to deliver accurate estimates that meet expectations. Employees become more productive, and you’ll gain the insights needed to innovate and grow profitably.
Read More »
Capture
Business

Transforming Field Service Management with Technology

The people who work in field service today face challenges on all sides. According to an industry study cited by Microsoft, the top five drivers influencing a field service organization’s ability to effectively manage their operations include:  
  1. Customer demand for quicker response time
  2. Need to improve workforce utilization and productivity
  3. Need to improve service process efficiencies
  4. Internal mandate to drive increased service revenues
  5. Customer demand for improved asset availability
To achieve these goals, field service organizations (FSOs) need to provide higher quality, in-depth information to customers and internal stakeholders and work more efficiently. However, the industry survey indicates that while there is a growing acceptance and use of “emerging technologies” to support field service management, one in seven companies still use manual processes to run their services operations.   Without the proper technologies in place, field teams find it difficult to gather and deliver the data needed to improve customer service, cut costs, and increase revenue. Consider these challenges and how the right tools can help:  
  1. Scheduling. A long-standing problem in computer science called the Traveling Salesman Problem asks, “Given a list of cities and the distances between each pair of cities, what is the shortest possible route that visits each city and returns to the origin city?” Field teams not only have to deal with the distance between appointments, they have to ensure that the right resources, equipment, and skill sets are delivered to appointments in the most efficient manner. This makes the Traveling Salesman Problem even more complex. Artificial intelligence (AI) solves the Traveling Salesman Problem by using a number of factors to create an ideal schedule. Forbes magazine puts it like this:  “To generate an optimal schedule, AI systems will likely be able to evaluate weather forecasts and traffic trends that have been the cause of routing inefficiencies in the past. Based on these factors, the system will be able to allot additional travel time…. As an extra parameter, the system can factor in the preferred visitation times that may be requested by a customer.”
  2. Field reporting. Often, field services organizations need to communicate and substantiate to customers when they arrived, how long they were there, and what was done. Customers want documentation and are demanding more field-based information. Telematics systems—ideally built into the service vehicles—can help field teams get more jobs done more efficiently. “It is critically important to monitor both the time spent at the branch and/or suppliers and put a specific policy in place to limit the amount of time a field service technician can spend at these locations,” Kimberly Clark, telematics leader for Element Fleet Management, told Work Truck, an online resource for vocational truck fleets. This will help ensure the technician spends more time at customer sites and less time at nonproductive locations.”
  3. In-field data collection. Field teams perform tasks such as maintenance, field inspection, and installation. They must also provide field data such as assets installed and inspection information—data that might include pictures and video. Paper-based processes are inefficient, and field service reps spend far too much time on data entry after a job. Again, AI can make all the difference. Forbes cites the example of developing image recognition technology into an AI system that can identify diagnostic issues from a live camera feed. This would help service technicians more quickly troubleshoot issues. The system would evaluate the current condition of the asset and compare it to the asset’s historical records to infer what the problem might be.
Technology helps FSOs turn challenges into opportunities for enhancing customer service, streamlining operations, and generating profits. Microsoft notes that the latest research has shown that the most successful FSOs will likely, among other things: When you’re ready to transform your field service organization, turn to the

Read More »
Capture
Business

Need Real-time Insights for Growing Your Business? Switch from QuickBooks to Sage Intacct

As your rate of growth increases, you can’t afford to wait days or even hours for someone to extract the right data and get it into the right format to let you capture the right opportunities. That’s the reality of working with QuickBooks. There’s a better way. With Sage Intacct’s cloud financial management software, you get the right information tracked and presented in real time so you can make the course corrections that lead to repeatable, profitable growth.

Real-time dashboards for real-time insights

Sage Intacct uses dashboards to keep you updated day-to-day. Dashboards can be configured by role, to give your users the information they need to quickly make decisions in their area of influence. Within a dashboard, you can see a series of performance cards that display key metrics for your business. You can drill down on performance cards to see the numbers behind the summary. Dashboards also provide reports, charts, and approvals that you can drill down on, so the moment that you login you are up to date on what’s going on in your business. You can set up dashboard elements that display external web pages such as a login page to an integrated human-resources application. If you’ve integrated Sage Intacct Collaborate, you can see your message feed displayed right within the dashboard.

Reporting made easy and efficient

Sage Intacct’s report center gathers all your reports into one place. You don’t have to go searching different modules for the reports you want. You can see memorized reports, where you’ve preset filter options for quick use. Scheduled reports can run and be delivered on a schedule you set. From here, you can create new reports, copy and change existing reports, or simply customize existing reports.

Get configurable reports

Read More »
Archives