Service

Field service management by Saleswah CRM

The easy way to ensure customer retention

Asset Management

Manage your installed base- all over the country, in customer premises. Whether you have sold hardware or software, know where the installations are.

Contracts Management

Some equipment in your installed base maybe under warranty, some under an Annual Contract and some may be under neither. Ensure predictability of service by accurately tracking contracts with equipment. Automate reminders, billing and service alerts

Contact Management

Know who to contact for a breakdown and who to remind in case a contract is in danger of lapsing. Tag customer contacts with the installed equipment.

Installed base, Contracts

Whether you have sold hardware or software, know where they are; are they in warranty or service contract or nothing.

Spare Parts Management

Track usage of spare parts in repair and scheduled calls.

Ticket Management

Log service (repair) tickets. Schedule installations and preventive maintenance calls. Assign tickets to service executives. Track visits and closure.

Reports and Dashboard

Comprehensive reports and dashboard giving you upto the minute status of your service calls.

Get customer love (and his money!) – both in abundance

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Service call scheduling, assignment and tracking

Log a service call, schedule it, assign it to a technician and communicate to the customer that help is on the way. Track when the technician is at site and get alerted when his job is over. Do the same for PM calls.

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Warranty and AMC tracking

Is the site under warranty or under AMC or neither? Check the customer’s entitlement to service and set expectations. Send service quotes to those who do not have a coverage. Get alerted when a customer is about to go out of warranty or AMC so you can send a proposal.

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Field visit management

Where are your service technicians located? What is their workload- pending calls list? Who is closest to the service location? Assign calls armed with upto date knowledge of your technicians locations, skill set and workload, Track the progress of every call. Re-assign call from technician to another to balance workload.

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Service contract sales and renewals

Initiate service contract sales (when warranty is about to expire) or renewals. Send professional looking proposals and log acceptances when they come in. Update the warranty or AMC status with the renewal.

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Spares sales

Send quotes for spare parts, track and follow up. Accept PO and payments. Send accepted PO to the order processing and shipment department.

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Smooth linkage with Sales

Saleswah CRM for service extends our successful Sales CRM platform. Pre-sales smoothly progresses into post-sales, orders go to shipment and then onto installation. Installation triggers scheduling of PM calls and induction of the equipment into the installed base.

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Schedule, assign and track: PM and service calls

Log a service call, schedule it, assign it to a technician and communicate to the customer that help is on the way. Track when the technician is at site and get alerted when his job is over.

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Sell and renew service contracts and spares

Get alerts when warranty or service contracts are about to expire and send proposals for renewal. Sell spares. Create and use professional looking quotations and proposals.

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Link with the Sales CRM

Saleswah CRM for service extends our successful Sales CRM platform. Pre-sales smoothly progresses into post-sales, orders go to shipment and then onto installation. Installation triggers scheduling of PM calls and induction of the equipment into the installed base.

Field Service CRM

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