Working in Harmony - Why Field Service and CRM Software Should be Best Friends

摘要

FSM and CRM are usually integrated with Enterprise Resource Planning (ERP) to eliminate duplicate data entry, avoid costly mistakes due to lack of data, and share customer information in real-time. FSM software vendors and others offering best-of-breed solutions generally offer standard integration approaches, but in most environments it also makes sense to integrate FSM software with CRM software. This ensures a consistent customer experience regardless of whether a customer is interacting with a CRM user or a field service technician. It is for this reason that some software vendors have created standard integration models with ERP products.