App Spotlight: LogixOne Operator for Zoho CRM
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LogixOne
LogixOne Operator is a fully featured field service management solution built directly into Zoho CRM that can completely digitally transform your field service business.
Business needs:
- There are many organizations involved in supplying services remotely to their customers, and they often have internal administration staff that allocate jobs to field service personnel. These organizations can be varied across multiple industries, such as cleaning companies, trade services, personal services, and maintenance services.
- The challenge for these organizations is to provide not only excellent service to their customers but do so efficiently and profitably. Many of these organizations utilize a wide range of disconnected systems, such as spreadsheets, voice telephone calls, and even paper based forms to not only quote but also allocate jobs to their field service personnel.
- There are many systems on the market that propose to meet this business requirement but the majority focus on a narrow set of functions such as just job allocation.
- For a small or medium-sized business, the ability to consolidate the technology it uses into one platform is highly beneficial in reducing costs—not just from a licensing perspective, but also by making staff much more efficient since they only need to access only one system.
- Many companies are also looking for the ability to be able to obtain a clearer picture as to their overall business performance. For many companies, this is very challenging because the data that drives this decision-making is housed in disparate systems and not easily streamlined or consolidated.
Solution:
- LogixOne operator for Zoho CRM is designed to enable such organizations to fully digitize their entire business processes using the underlying functionality of their existing Zoho CRM environment.
- Apart from enabling such companies to produce quotes, it also allows quotes to be converted into jobs and allocate field service personnel to complete these jobs from within the one platform.
- Built directly into Zoho CRM, LogixOne Operator has a substantial amount of scheduling and allocation capability. It also comes with a dedicated Android application that instructs field service personnel on all the details they require to complete their daily jobs as requested and, when completed, update the company’s Zoho CRM instantly with automatic invoice creation.
- Other functionalities include the ability to:
- Automatically assign jobs to operators based on availability and view operator schedules.
- Provide field service personnel with job information, such as customer details, map locations, service items, and job documentation from the LogixOne Operator Android Application.
- Allow field service personnel to complete jobs with final quantity as an additional service item as well as request customer sign off signature.
- Geographically map field service personnel live location data and view live job statistics directly inside Zoho CRM.
Benefits:
- Leverage the power of Zoho CRM native modules and create field service personnel accounts from within Zoho CRM.
- Make better decisions about which field service personnel are allocated to specific jobs to reduce costs and drive efficiency.
- Get real-time reporting on job completion, field service personnel location, daily invoice creation, and product and service usage.
- Become more agile and able to compensate for urgent job allocation to improve customer satisfaction.
- Communicate more effectively with customers by automating job update messages using a range of communication platforms, such as email, SMS, and WhatsApp.
- Present a professional and reliable service to customers and encourage repeat business.
- Manage all staff and work functions within one platform to consolidate data and obtain more insightful, accurate, and up-to-date reporting.
- Reduce payment times by producing invoices immediately upon job completion and providing the customer with information to see that the job has been completed.
- Drive consistent improvement by analyzing job statistics such as "Time to Complete" information that is captured when all jobs are completed.