A daily report from the field service
Once again, an important customer appointment was due. A large mechanical engineering company is looking for a new CRM system (What is a CRM system?) and had asked us. Before I set off, I got another overview in my field service app (CRM app). As usual, I was well prepared, but in the meantime I have made it a ritual to read the last information about the customer again via the 360° view. The phone note I had made after the last phone call with the customer helped me in particular. Afterwards I quickly planned the route with the integrated route planner in the field service app and finally set off.
The appointment with the customer went so far great
I got off to a good start, because we had finally talked on the phone about our shared passion for football. The presentation was perfect and the customer was enthusiastic about our possibilities to implement his individual wishes.
I just wanted to say goodbye, so the customer was surprised when he asked if he could make a reference visit to a company in his industry. Usually not a problem , but unfortunately I hadn’t thought about preparing for this case. Luckily, it didn’t matter. Nor that I didn’t have an internet reception on site. With just a few clicks in the field service app (Read more about the CRM app) I quickly had a reference customer from the area ready. We then agreed that I would take care of an early visit.
Advantages of a field service app (CRM app):
- Anytime 360° view of all customer data
- Dictate visits reports via voice control
- Create emails & store them in CRM
- Perimeter Search & Route Planning
- Read more CRM app features>>
After the customer visit
Luckily, I was able to record the visit report about voice recognition directly in the field service app directly in the car. Afterwards, i realized that a customer who has just put the new CRM system into operation is not far from here.
Through the perimeter search in the field service app, I quickly got clarity about this and after a short call, an appointment was made – route planner checked and set off.
The next customer
The next customer was very impressed by my spontaneous stipping visit and to my own delight also extremely satisfied with how the roll-out went so far. We discussed a few small concerns and made vague plans for the future.
Back in the car I saw in the CRM app that I had already received the mail from the reference customer. I forwarded the proposed dates directly to our new customer. While I was already on my way back to the office for an internal appointment, I quickly prepared another visit report. I informed the responsible colleague of the service about the entry in the corresponding service ticket and passed on the information I had received from the customer with the field service app.
Back in the office
Back in the office, the rest of the work was done quickly. So I checked the appointments tomorrow via the dashboard and said goodbye to the end of the day.