CRM for field service helps ensure businesses provide the right person, in the right place, at the right time, using the right skills and equipment.

Compare CRM for field service management

Field management software drives better customer satisfaction and improves the productivity of resource.

By empowering field service and delivery agents with the use of back office applications that seamlessly integrate and synch with warehouse, sales and finance functions; they can easily find, reserve and dispatch replacement products on demand; understand customer history prior to on-site and communicate with colleagues (and send PoD and repairs images to support) in real time.

Customers’ expectations have changed when ordering a product; they want to be able to track and trace and change delivery schedules so distributors, manufacturers and outsourced service agents must be able to fulfil the needs of the ever-changing customer landscape. CRM for field service functionality drives better visibility into service interactions and reduces missed appointments through the use of multi-channel communication with your customers.

Helping your resource team to optimise schedules means they can automatically fit in the most daily appointments and minimise driving time. Field management software can reduce manual intervention and prioritise most valuable customers. Plus with scheduling unification, businesses can schedule engineers, teams, or equipment for any type of appointment including in-house, onsite, or remote.


Navigate this site in order to learn more about field service software and CRM, or prepare for your CRM implementation project and get advice on how to shortlist your CRM solution or CRM provider. Understand the scope of CRM, download useful CRM whitepapers, launch the CRM comparison tool, and find out about specific CRM solution functionality.

Microsoft Dynamics 365 for Field Service delivers intelligent, world class field service, including scheduling, mobility and resource optimisation while maximising efficiency and minimising costs. Companies can move from a costly break-fix model to a proactive and predictive service model. With the inclusion of IoT and machine learning capabilities customer service can truly be placed at the heart of the business.