Engineering Services
Accelerate Productivity from Initial Bid to Project Closure
Manage new or maintenance contracts, complete process of costing, inventory and field service management, reduce paperwork and generate real-time reports.
Introduction
Digitally transform your business by using our state of the art CRM for engineering firms. Our technology is built specifically for engineering services companies, whether working on new projects or maintenance contracts, it transforms the way operations are handled conventionally. Eliminate paper, incorporate mobile technology and enhance your field service management. Improve customer engagement, automate reporting and reduce your man hours for optimum profitability.
Challenges
- Delayed communication resulting in an increase in operational costs.
- Running multiple projects and missing out on some key deliverables.
- Able to schedule own technicians or subcontractors for timely preventive or ad-hoc maintenance activities.
- Ensuring technicians meet all the technical requirements and documents before they visit a plant for any task.
- Loss of time due to inefficient inventory management.
How Second CRM helps
There are many modules and features in Second CRM that can be implemented to address the specific challenges of a engineering services company, including many out of the box and some specially configured or customized for specific needs.
Sales Management
- End to end sales management in a single CRM for engineering firms facilitates an all rounded reporting.
- Generate quotation, invoices and sales orders within the same salesforce for engineering firms system and have it integrated to your accounting and ERP systems.
Track Service Contracts
- In an engineering service industry, one of the most important documents would be the service contracts with the customer and it shall be readily accessible for reference by the right personals.
- You can now track all your service contracts and receive alerts and notifications in any form i.e. emails, SMS, reports etc. prior to their expiry based on a predefined period.
Order Fulfillment
- Manage your order fulfillment efficiently and automate many of the manual and paper-based processes.
- Empower your field service engineers with mobile technology that enables them to view digitised job sheet, assigned tasks and even getting digital sign off’s from customers.
Delivery & Inventory Management
- Manage your parts inventory efficiently and never run out of supplies. Track the movement of each item with your deliveries and manage sufficient buffers.
- Sync this back to your order fulfillment and deliveries in order to get optimum results and enhanced efficiency in inventory management using state of the art CRM for engineering firms.
Manage Warranties
- Track and manage warranties with our online warranty registration. This can easily be extended to customers for them to register their warranty online.
- Having a warranty management module removes loads of conventional clutter especially when it comes to warranty claims at a later date.
Helpdesk For Service Requests
- Integrated ticketing helpdesk that enables you to manage all service requests as well as escalate them accordingly to the rightful person.
- Track open tickets, move them through various stages till they come to a closure. Automated notification goes to customer as the status moves from one stage to another.
Customer Self-Service Portal
- Allow your customers to take charge of their account. They could now do a number of things on their own with minimal dependency on your operations team.
- Updating contact information, downloading invoices, sending service requests are just some examples.
Field Service Management
- Fully manage your maintenance and field service operations from a single CRM for engineering firms system starting from getting service request, assigning to technician, logging hours spent and taking the sign off from the customer.
- Field Service can be further enhanced via using a dedicated mobile app for the technician, where they get notified for all assigned tasks, use it to find exact customer location, details of task to be performed, log hours with a stopwatch and upload images and customer sign off.
Suppliers Contract Management
- Manage all your vendor and supplier contracts in a single crm for engineering firms system. No more oversights on expiry since the system is now able to enlist the refreshed contract list that is nearing expiry on a day to day basis.
- Extending access to Vendors Portal, based upon the active Contract status, protects Companies from unauthorised access to their CRM data.
Automate Purchasing Process
- Along with managing your internal Store or warehouse, you can also automate the purchasing process to buy new spares from your vendors or suppliers.
- The Purchasing process starts from a Purchase Requisition from Project Manager to Procurement personal, and the Request for Quote from Vendor, update Vendors’ Quotes and issue Purchase Order to the selected Vendor.
What our clients are saying
The Second CRM team listens to our requirements, understands our needs and comes up with a solution that is tailored to solve our problems.
The web based Second CRM provides a central platform which serves the needs of our sales & marketing teams among various countries. Their support team is very professional with timely responses to our queries.
We had three requirements for the selection of a CRM system. Firstly, a Malaysian CRM company with a good track record, trusted hosting service for data security and lastly, local support that could be reached anytime. Second CRM has met all three requirements and surpassed our expectations.