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FieldOne Sky - Field Service for Dynamics CRM

FieldOne helps Field Service companies be more productive, improve asset utilization, find new revenue opportunities, and create innovative customer experiences

For those of you that didn’t know, EASI is a JourneyTEAM partner. The JourneyTEAM is a conglomerate of Microsoft Partners that work closely together to expand our reach geographically and across the Microsoft Dynamics platform of business solutions. A few weeks back I was talking to Brian Tenney out of our Utah office and he strongly suggested that we get certified with FieldOne. His arguments were pretty straightforward; FieldOne is a complete turnkey solution for Field Service companies that automates and mobilizes their processes in a way that is unmatched by other major solution offerings. And, FieldOne was acquired by Microsoft, so we can eliminate the anxiety felt by most business decision makers when considering long term product support.

One of our first projects at EASI was a custom VB6 development (around 1999) involving field service, customer monitoring integration, and dealer management. We've also worked with a number of other service companies since then, and while no two businesses are identical, we did see this as a good fit for our experience and skill set. So, we’re now certified in FieldOne and we agree it is a powerful and very well designed solution for Field Service companies. We will be highlighting our first implementation of FieldOne later in the year, but in the meantime here are some key benefits that any field service company can expect by implementing FieldOne with Microsoft Dynamics CRM.

For a free trial of field one, follow the instructions on our Dynamics CRM trial page and e-mail sales@TeamEASI.com letting us know you want a FieldOne trial, we will get the solution installed and we can even get some sample data loaded and provide a walk-through on your own trial system.

Here’s a summary of how the FieldOne Sky Field Service Solution benefits each audience in your business:

Service & Ops Managers

  • Challenges: do more with less – improve productivity, increase asset utilization, control costs.Find new revenue opportunities, develop new income streams, and create innovative customer experiences.
  • Concerns: Finding a solution that would meet all your requirements is nearly impossible. A solution is beyond your budget. The time and effort you’d have to dedicate to the implementation is too daunting.You’ll push for an investment that fails to meet objectives.Your business is constantly changing and the system will continue to drain your budget as you pay to make modifications
  • FieldOne Solution: Accelerate customer response times. Increase workforce utilization and productivity. Create service process efficiencies. Drive increased service revenues. Reduce costs. Improve scheduling quality and reduce follow-up calls.
  • Keys: The platform incorporates routing and scheduling, work order management, advanced mobile capabilities, customer, contract and inventory management, and robust business intelligence.

Executives

  • Challenges: Improve satisfaction, enhance loyalty, and strengthen future revenue streams. Finding a true understanding of your customers’ needs. Provisioning of solutions to ensure customer satisfaction, profitability, and maximum value. Obtaining new metrics, better data, and enhanced visibility to monitor performance. Systems that can quickly adapt as the landscape and customer requirements change.
  • Concerns: The direct and indirect costs of deploying new technology in the field will be too much to justify. Investments in sales and marketing will provide faster or larger returns. Your field service organization will resist increased accountability and change. The IT organization will balk at the complexity of a customer-focused field service management initiative. The implementation time and cost will be prohibitive and disrupt your operations
  • FieldOne Solution: View data in customized dashboards to track KPIs. Increase visibility into field service operations. Get better and more actionable customer insights. Improve customer retention rates. Increase field service margins. Find new sources of field service revenue
  • Keys:Don't get left behind; more than two-thirds of field service organization have or are investing in Field Service Management technology to improve customer satisfaction and service productivity.

IT Professionals

  • Challenges: Need to integrate with CRM and ERP systems and generally other enterprise systems, as well. Mobility is a crucial element of every field service solution that adds additional complexity with so many decisions to be made about hardware and software platforms, security, and management. Forward thinking organizations will also want to harness knowledge management and integrate social collaboration tools
  • Concerns: Complex, costly implementation projects. Expensive, challenging integrations. High costs for support and modifications. User acceptance issues resulting in wasted time, effort, and resources. Security, reliability and scalability.
  • FieldOne Solution: Provide robust and easy to manage mobile capabilities.Can be rapidly deployed in the cloud or in your data center. Are easily configured to meet your businesses specific needs. Integrate with existing enterprise systems. Can be managed and modified without or with little external professional services costs.
  • Keys: FieldOne features an open architecture for simplified integration, flexible deployment options, native apps for all major mobile platforms, and no-code customization driving rapid deployment and the fastest ROI.

Field Agents & Mobile Res.

  • Challenges: Poor technology and missing information handicap your best efforts. It causes you as much anxiety and frustration as it does the customers when you can’t meet their expectations – or have to schedule a second visit to finish a job
  • Concerns: The system will be hard to learn and use. It won’t work when you can’t get an internet connection. You’ll spend more time entering information than you do on paper. Performance will be spotty when connectivity is weak. It won’t work on your mobile device
  • FieldOne Solution: Is easy to use and simplifies your job. Eliminates paperwork. Ensures you are in the right place at the right time. Provides you with all the information you need to complete the job. Improves communication and collaboration with your teammates and dispatch. Makes your work more productive and your life much easier
  • Keys: The platform incorporates routing and scheduling, work order management, advanced mobile capabilities, customer, contract and inventory management, and robust business intelligence.

Chief Marketing Officer

  • Challenges: Thinking of new ways to increase leads and retain customers. Competition continues to ratchet up the pressure to provide better and more personalized service, customers are expecting more and more from their vendors. Find new revenue opportunities, develop new income streams, and create innovative customer experiences
  • Concerns: Finding a solution that would meet all your requirements is nearly impossible. A solution is beyond your budget. The time and effort you’d have to dedicate to the implementation is too daunting. You’ll push for an investment that fails to meet objectives. Your business is constantly changing and the system will continue to drain your budget as you pay to make modifications
  • FieldOne Solution: Aligns marketing & service departments. Provides actionable insights through data. Drives repeat purchases. Accelerates customer response times. Increases customer loyalty and increases NPS.
  • Keys: The platform is fully integrated with Dynamics CRM Marketing & Sales and provides comprehensive segmentation and analysis capabilities of all major facets including routing and scheduling, work order management, advanced mobile capabilities, customer, contract and inventory management.

Microsoft Dynamics CRM Users

  • Challenges: Finding a solution that leverages your existing knowledge of and investment in Dynamics CRM
  • Concerns: Having a separate solution outside of your existing CRM. Difficulty customizing the system to meet your business needs. Generating meaningful reports and visualizations.
  • FieldOne Solution: Leverages your existing Microsoft Dynamics Platform. Is highly configurable to your needs, requiring no customized coding. Allows you to create multiple standard and customized reports as well as charts and dashboards. Reduces your overall costs of implementation. Improves scheduling quality and reduces follow-up calls
  • Keys: The platform incorporates routing and scheduling, work order management, advanced mobile capabilities, customer, contract and inventory management, and robust business intelligence.