Professional Services Automation Manage an Entire Customer’s Lifecycle
Fieldpoint provides web-based productivity software applications to manage and service your entire customer’s lifecycle. The solutions optimize existing business processes by unifying different technology stacks into one cohesive service platform. Our web-based software applications are available on-premise and through software-as-a-service (SaaS). The solutions are architected on proven Microsoft platforms and provide full integration to the Dynamics ERP, Dynamics CRM and other environments. Fieldpoint provides an end-to-end solution for service-based businesses from the initial project plan to recurring maintenance.
- Project Management – Job Costing
- Field Service Dispatching & Maintenance Agreements
- Technician Mobility & Exchange Integration
- Financials, Inventory and Payroll Integration to Dynamics GP
- Reports & Analysis
- Microsoft Dynamics CRM – Sales to Service
- Project Management – Demand & Capacity Planning
- Field Service Dispatching and Service Contracts
- Resource Mobility - Time and Billing
- Microsoft Dynamics ERP Integration
- Fieldpoint CRM Practice provides Microsoft Dynamics CRM software licenses and implementation services. Our customers can engage our CRM Consulting practice directly or choose to work through our channel partners.
- Professional Services Automation suite within CRM addresses the needs for:
- Managing Customer Relationships
- Project Planning and Management
- Resource Management and Capacity Planning
As a certified Microsoft Partner (CFMP), we provide a complete service management solution to manage your customer relationships, project portfolio and field service operations. With 500+ clients and 13+ years in the service management industry we understand the nuances between industry segments.