Rely now on an ERP industry solution that is tailored specifically to your services. This will enable you to achieve long-term profits in the highly competitive service sector and create an optimal customer experience.
We will show you which requirements ERP software for services should meet and how you can easily find the right solution for your service company.
Why do we need an ERP system specifically for service providers?
Nothing works without companies in the service sector. Be it personal or company-related, in trade, in projects, technical services or continuous services. And to achieve long-term economic success in the highly competitive service sector, you need intelligent software. However, the satisfaction of your customers is always your top priority, so the focus must be on optimized responsiveness and flexible business processes.
What does ERP software need to do in the service sector?
The diversity in the service sector is huge. Whether you are a financial services provider, event organizer, consultant or other service company, ERP software must cover a wide range of business requirements and is the basis for your success. Various functions and modules of ERP software are therefore also indispensable for service companies.
Below we provide you with an overview of some of the possibilities of such an ERP system. Our experts will also be happy to advise you personally on your individual ERP software solution and other extra modules.
The most important ERP functions for service companies
Professional customer and contact management (CRM)
An integrated CRM system helps you to structure and centrally manage information about all your contacts. Quotations need to be created quickly and easily and sent ad hoc. Once a project has been completed, the focus should be on providing the best possible customer service by processing support processes immediately.
This gives you a good overview of your interests, customers and suppliers and allows you to build stable relationships with them. This is essential for new customer acquisition and long-term customer loyalty. Your supplier relationships also benefit from coherent customer relationship management and centralized contact data storage.
With the help of CRM software, you can improve your relationship management as all interactions between your contacts and your company can be recorded. View the status of customer orders, previous orders and any problems that have arisen with the customer at a glance. This means that your sales staff are perfectly prepared for conversations.
Marketing aspects can also be mapped with a CRM, including advertising campaigns, definition of target groups and their evaluation as well as activity planning and management.
Customer project management (project management)
The essential functions in project management ensure that deadlines, costs and quality are kept in view. In addition, there can be various forms. But especially in the fast-moving service sector, it is essential to always have an overview of the project status in order to be able to react at short notice. Be it in the skilled trades or larger companies in the mechanical engineering sector. Important functions include deadline management, resource planning, Gantt charts, project post-calculation and target/actual comparisons.
Deployment planning - Field Service Management (FSM)
Field service management typically involves sending employees or contractors to an off-site location to install, maintain or repair equipment, systems or facilities. Field service management activities include scheduling field service and coordinating deployment, assigning and tracking service orders, keeping track of parts and supplies, and contract administration.
Conclusion: The right ERP system for service providers
Regardless of which service sector you operate in and how large your company is, with a customized ERP system your company is ready for the daily challenges, competitive pressure and high customer demands.
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