customer managementcustomer management service/project managementservice/project management contract...

Post on 29-Mar-2015

217 Views

Category:

Documents

0 Downloads

Preview:

Click to see full reader

TRANSCRIPT

• Customer ManagementCustomer Management

• Service/Project ManagementService/Project Management

• Contract ManagementContract Management

• Parts Inventory ManagementParts Inventory Management

• Escalation & Notification Escalation & Notification

• Analysis & ReportingAnalysis & Reporting

• Mobile Field Service Mobile Field Service

• ExpandabilityExpandability

Multiple BranchesMultiple Branches

Multiple ContactsMultiple Contacts

Multiple CurrenciesMultiple Currencies

Working HoursWorking Hours

Customer TypeCustomer Type

Customer Information

Service Status HistoryCustomer Information Knowing all service

requests information and status

Tracking and reminding your staff of next appointment, previous appointment

Follow up payments, quotation, complaints

Collect Payment Send equipment

Activities Tracking

Customer InformationService Status History

Asset Management

Customer InformationService Status HistoryActivities Tracking

Storing and tracking of all assets purchased and their service history

Customer profitabilityAsset Management

Customer InformationService Status HistoryActivities Tracking

Knowing actual customer profitability by taking into account of product, parts, labour, travel and sales

Project Management Create a project record

and track the deadline, next review date, current stage, project manager etc

Ability to link the project to a tender that the company is participating

Know your project profitability by comparing the estimated budget with actual cost spent

Service Request LoggingProject Management

Logged service request against contact person

Categorise the incident / request

Log against equipment

Assign task to engineer for necessary actions

Track logged date time, response time and resolve time

Engineer Task Assignment

Assign task to engineer for necessary actions

Track logged date time, response time and resolve time

Generate Job Sheet through MS Words, Email, SMS

Track costing Parts, Labour, Travel, Claims

Service Request LoggingProject Management

Generate Service Quotes using pre-defined templates

Service Quote GenerationEngineer Task AssignmentService Request LoggingProject Management

Document ManagementService Quote GenerationEngineer Task AssignmentService Request LoggingProject Management Keep track of all related

documents, emails, faxes for future reference- Costing Documents- Email Documents- Quotations - Faxes- etc

Assign task and create schedule for staff

Graphical scheduler for staff which allow daily/Gantt view

Task SchedulerDocument ManagementService Quote GenerationEngineer Task AssignmentService Request LoggingProject Management

Pre defined planned maintenance schedule by weekly, monthly, bi-monthly, quarterly

Planned MaintenanceTask SchedulerDocument ManagementService Quote GenerationEngineer Task AssignmentService Request LoggingProject Management

Overview of what is happening in the service department by engineers, task type, task priority, outstanding task, etc

Service OverviewPlanned MaintenanceTask SchedulerDocument ManagementService Quote GenerationEngineer Task AssignmentService Request LoggingProject Management

Service Agreement

Create service agreement for contract maintenance

Tracking of equipments covered in the contract

Multiple contract type - Standard Annual- Unit Based- Time Based- Usage Based

- Etc Never forget to bill your

customer by creating Contract Billing with appropriate invoice cycle- Monthly- Quarterly- Half yearly - Yearly - Etc

Ensure Service Level promised in the agreement with SLA

Analyze Contract Profitability

Parts Management Manage spare parts for

sales and service

Multiple location / warehouse capability

Categorisation of parts for easy searching

Tracking of stock quantity on hand and quantity on order

Stock Level

Get notified for stock re-ordering base on re-order point

Parts Management

Purchase Management

Generate Purchase Request / Purchase order for low quantity stock

Stock Level Parts Management

Multi Channel Notification

SMS Email Web

Ulysses Service Desk

Activity Reminder

Overdue task notification

Task escalationi.e.: when a task is overdue for more than one day, escalate it to high priority status and notify the manager about the detail of the overdue task

Customer Reporting Customer Listing Customer by Region Customer Service

Response Analysis Total Customer View Open/Closed request by

Customer

Pending Task by Support GroupPending Task by Task TypePending Task by EngineerCompleted request monthlyMonthly Response analysisRequest by categoryEtc

Service Reporting

Customer Reporting

Real Time Dashboard Reporting

Service Reporting

Customer Reporting Real time graphical charts for better understanding of overall activities in the organisation

Customer Signature Capture

GPS Tracking System

Customer Service History

Complete information of equipment

Full customer contact information

Cost Recording

Van Stock Management

Job Rejection Ability

On Site Time Capture

Automated “Hard Copy” Generation

Full Audit Trail

Online & Offline Access

ŸMS SQL CE Database

• Ulysses Suite also provide the following features– Sales & Marketing– Service Management– ITIL Service Management– Complaint Management– Facility Management– FMCG Solutions

top related