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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 integrated crm and field service solution


Vertical Solutions Inc.-All About Field Service: Part Two
In a blog post last week, I talked about Vertical Solutions’ (VSI) offerings for field service management (FSM), including the company’s customer profile

integrated crm and field service solution  to have a fully integrated VoIP solution coupled with our collaboration tool for field techs to communicate with dispatchers or customers based on location, drive time, estimated time of arrival (ETA), contractual obligations, and more? TEC : VSI is touted to have several differentiating traits (depicted in figure 4 below). Can you please illustrate some concrete examples of where your guidance/compliance and multiple tiers of workforce management (WFM) work well? KB : We have a customer in the home

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Field Service Management (FSM)

Field service management (FSM) software is a set of functionalities for organizations or departments within organizations that have as main focus the intallation, maintanance, reparing, and meter reading for industries relying heaviling on equipment. FSM workers require functionality for customer engagement management, service and asset management as well as workforce management. Since most activities in FSM take place outside of the office, mobility is a big component of the a FSM software solutions. Typically, FSM software is not used as a stand-alone solution, as it needs to integrate with Financials, ERP, CRM and EAM to ensure accurate data exchange. Even if its main purpose is to maintain and repair equipment, it can also be used to gather customer satisfaction and equipment performance feedback. To allocate human resources efficiently, workforce management is an integral part of an FSM system. 

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Documents related to » integrated crm and field service solution

Vertical Solutions Inc.-All About Field Service: Part One


Field service management (FSM) is a growing enterprise software segment, and while it may not be a new software market, it is quickly increasing in value and relevance globally. The manufacturing industry has always been an active user of FSM software solutions, but as companies reinvigorate their post-sales support strategies, one can see continued growth in this market segment. Companies are

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Case Study: Integrated Customer Data Drives Efficiency and New Revenue Opportunity for Leading Medical Solution Provider


Solta Medical, a developer of innovative esthetic energy devices to address aging skin, needed a scalable platform to support near-term product and customer growth and a recent merger. It sought a single, integrated CRM and field solution—one that could provide complete customer and product history. See how the ServiceMax solution has greatly increased Solta’s visibility into its customers and their products. Read the case study.

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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

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A Candid Conversation with a Field Service Workforce Management Leader


ClickSoftware, rooted in field service workforce scheduling and optimization, provides automated workforce management and optimization solutions, on-demand and on-premise, creating business value through higher productivity, customer satisfaction, and operational efficiency. Its patented concept of “continuous planning and scheduling” covers the entire service lifecycle management realm. TEC presents a candid Q&A session.

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Service Partners


Service Partners is a business consulting company with more than 20 years of experience in enterprise resource planning (ERP), customer relationship management (CRM), and supply chain management (SCM) implementation projects.

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10 Strategies for Choosing a Mid-Market ERP Solution


Find out in 10 strategies for choosing a mid-market ERP solution.

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Evaluating Cloud-Based ERP for Professional Service Organizations


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Clarity Solution Group


Clarity is the largest independent U.S. consultancy focused exclusively on data management and analytics. It delivers enterprise-class, full lifecycle solutions on a national scale.

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All Integrated Point of Sale Software Is Not the Same


Not all integrated accounting and point of sale (POS) systems are created equal. If sales prices aren’t updated, or if on-hand stock isn’t managed properly, you will be at a major competitive disadvantage. Fully integrated accounting systems move information smoothly from one module to another—but what does integration as it applies to accounting and POS software really mean?

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