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CRM service module for field sales

Project duration: 1 year, 3 months

Brief description

The company requires a global solution for its harmonized international service processes for large medical and analysis devices. The product is based on standard software and replaces existing CRM systems, creates the foundation for global deployment and provides optimal support for the service process. Core functions are available offline. Both new and existing systems are to be additionally connected.

Supplement

The customer decided in favor of Microsoft CRM Dynamics since the standard version already allows for display of important processes, offers an offline mode and supports integration with other Microsoft products (e.g. Outlook, SharePoint). This ensures that it will be possible for the custom solution to take advantage of future innovations made to the standard version. External systems are connected as needed via interface or web service.

Subject description

A process-optimized interface supports users from the time of customer contact, to service planning, through to creating the service report and granting invoicing approval. The versatile options for contract management and billing determination in the service report introduce new opportunities to handle customer-specific inquiries automatically and introduce new contractual options. Automatic maintenance order generation, combined with scheduling, automatically schedules recurring maintenance appointments at the required time. The functional scope is rounded out by employee time logging and replacement parts management in the same interface.

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Ole Knudsen

Key Account Manager

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