Illustration of happy field service man

Streamlined Field Service Management

Customer Satisfaction. Service Profitability. Team Productivity.

Service team face many challenges

Field service executives are constantly under pressure to improve customer satisfaction while maximizing service visits and their productivity. They are also expected to track, document and maintain huge amounts of data for compliance without fail.

At the same time, organizations want to exceed customer expectations to increase loyalty; while making sure that their customers value and pay for the prompt and proactive service delivered to them every time.

However, inefficient and cumbersome service operations invariably lead to revenue leakages and high operational costs that adversely impacts profitability

Outcomes we help you achieve

Improved Customer Satisfaction & Loyalty

through quicker response, improved turnaround time (TAT) and better first-time fix rate

Higher Service Revenue

by prompt invoicing & minimal leakage due to missed contracts or visits

Higher Field-force Productivity

with easy access to information, ability to create and execute tasks efficiently, and reduced paper work

Greater Profitability

through efficient service operations, better rep utilization and more service visits

Enhanced Sales Excellence

with consistent processes, minimal errors and predictable outcomes

Greater Adoption & Uptake

with a user-centric, intuitive and easy-to-use app that does not require any training to get started. Reps can use the app even while they are off-line.

“It was a pleasant experience to understand the possibilities. HappSales offered to us, as a complete Sales & Service tool to enhance business generation. It is quite easy to navigate through and we expect it to improve and ease of handling both Sales & Service.

Biju S

Managing Director – Engineering Company

Field Service Management CRM Capabilities

Maintain all the information about your installations, address, equipment type, model, inventory, service type, service frequency etc. mapped to a customer at one place. Accurate and easy view of all installations will lay the foundation for efficient operations.

Service visit frequency is system created based on predefined lifecycle parameters. Service manager can also schedule adhoc service visits based on priority and defined service interval. Visit plans can be well orchestrated and assigned to concerned reps. Periodic reminders can be easily set for recurring event. History of all past visits available at all times for reporting and analysis purpose.

The app turns your device in to a portable office to plan, create, manage and share all activities. Automate daily activity reporting with a chronological list of all activities across accounts. Reps will not miss any of the scheduled tasks and activities.

Easily schedule recurring jobs and service contracts based on defined service intervals. Eliminate risk of revenue leakage due to missed contracts or visits. Automate reminders to make sure deadlines are never missed.

Replace traditional paper-based systems with forms and service templates to suit your unique business needs. Reps can use the data collection forms with ease to capture all information required to run your business effectively. Forms will also have provision to capture customer’s signature. Filled forms can then be easily shared with concerned teams.

GPS-based location intelligence allows users to easily manage attendance while on duty. It facilitates local travel expense reporting elimination manual errors.

Create, view and update all opportunities for parts and service offerings with ease. Sort and filter opportunities for better analysis to stay focused on right opportunities.

Automate travel expense management and reimbursement process taking away additional burden from the reps. App allows users to easily create and share expense entries tagged to corresponding activities for reimbursements. Helps drive compliance and streamline processes.

Reps can easily create and update contact details by scanning business cards and save time on data entry. Helps build reliable, accurate and complete information about every customer contact. Makes sure customer database is always updated and current with every one having access to a profile they can trust.

App can be used even while users are offline and facing network connectivity issues while they are on-the-move. Data would automatically get synced up as-and-when network gets restored without any risk of data loss.

Dashboards provide real-time view in to service KPIs at a glance. Fast and easy access to right KPIs go a long way while striving towards excellence. Auto-updation of reports without any manual intervention saves considerable efforts and time.

See how HappSales can transform your client-facing operations

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