How Service Technicians Can Use Mobile CRM

Moblie CRM for Service Technicians:

The workers of today are a diverse bunch, and diversity in this case has nothing to do with gender or ethnicity. Instead, they are diverse in the ways in which they work and the locations from which work takes place. They are more mobile than ever and may log into work from a laptop in a coffee shop or a tablet on a plane. The challenge with this type of working is to make sure that your people are as productive as they can be without sacrificing the freedom they need to be effective.

Imagine a service technician that is constantly on the road, traveling from site to site. Rather than having the technician spend an extra hour figuring out what is happening at the next location on the list, wouldn’t it be nice if automated scheduling could route the technician to a location and provide the necessary information about the job before arrival. Mobile CRM now makes that a reality.

A nice example of this is a fire prevention and safety equipment distributor that has service representatives and technicians who are consistently on the move, up to 99 percent of the time. Rather than sending them out blindly with clipboards and little else, now their mobile phones are able to receive information from their CRM system. (In this case Microsoft Dynamics CRM.) Before they arrive at their next customer, they already have all of the information they need, and when the job is done, they can document everything they have accomplished.

This example is just one of the many ways that mobile CRM is changing the way people do business, increasing productivity and providing businesses with many other keys to success. I suggest that you read the new white paper from the CRM Software Blog's new white paper, "Why Go Mobile? Six Strategic Objectives you Can Conquer with Mobile CRM", for more ideas.  You can even download it as an audio file so you can listen on your favorite mobile device.

By Anya Ciecierski, CAL Business Solutions, www.calszone.com