Equipment Servicing Industry Case Study | Sales Connection

EQUIPMENT SERVICING INDUSTRY

Industries specialized in specific equipment handling such as printer machines, air conditioners, forklifts, and many more.

EQUIPMENT SERVICING INDUSTRY

Industries specialized in specific equipment handling such as printer machines, air conditioners, forklifts, and many more.

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CHALLENGES

Companies in the equipment servicing industry manage technicians that are responsible for thousands of assets across various areas, and even regions. Due to the high number of individual technicians that work according to specific schedules, most companies find it to be difficult to stay updated on the daily tasks and schedules of their technicians, as well as keeping a clear and transparent record of the work done.

Administrators struggle to assign jobs as they do not have a clear picture of the resources available which sometimes result in the job not being able to be done on a timely basis, customer complaints and more.

Many companies are still relying on unreliable methods of business communication through voice calls or messenger apps that are incapable of keeping records in an organized manner. With the sheer volume of work that is on their plates, along with them lacking the appropriate training, technicians are not well-equipped to use complicated office software systems for work. Considering how they are constantly on the move, using a laptop or computer on-the-go to do documentation is not an option either.

Employees and technicians aside, managing customer and asset information is a challenge of its own – while companies turn to Spreadsheets and Excel documents to try and compile important data, they face complications and are let down by the lack of a proper system that is easy-to-use for all company members at every level.

With Sales Connection, that changes.

OUR SOLUTION

Sales Connection’s partnership with our long list of industry-leading clients such as KONE, BlueAir, and many more, has taught us plenty about the equipment servicing industry and its needs. Because of that, we offer solutions that are specifically tailored to SMEs and MNCs in this segment.

With our Job Schedule feature, admins, team leaders, and management are able to manage hundreds of employees across numerous locations in real-time – whether they’re on-site, or off-site. The system makes it easy to view Jobs scheduled for the day, week, or month based on individuals, teams, or the company in its entirety.

Thanks to the system, customer and asset information can be accessed anywhere, anytime – readily available for viewing with Access Control that allows managers to set what information is accessible to which parties in order to ensure each team is focused on their own respective responsibilities.

Perhaps the most advantageous offering of Sales Connection’s system, it was built from the ground up to be an easy-to-use interface for anyone. Using this software and its wide-range of features requires no special training – if you know how to text friends and family using chat apps, you’ll know how to use our simple yet useful system that comes both in web and app form – perfect for technicians who are always on the move.

Working together with members of this industry as their digital solutions partner has inspired many innovative features that solve industry-specific challenges – to this day, our team works around the clock to introduce new updates in the system that always pleasantly surprises our customers with how useful they prove to be. One example—of many—includes the Digital Forms feature that allows technicians to generate a digital service sheet that can be signed by customers who are off-site by simply sharing a secure URL with them.

THE RESULTS

  • Admins, team leader, and management are able to keep updated on the schedule of team members according to days, weeks, and months.
  • Customer and asset information are securely stored within the system that is powered by Amazon servers – ensuring no information is ever at risk of being lost.
  • The alarms feature notifies relevant members of matter that require their immediate attention in the case of emergencies or otherwise.
  • The reports produced from updating jobs can be used as transparent reports for customers or internal management discussions.
  • Digital Service Sheets produced in a matter of moments from the technician’s own mobile device.
  • Easy-to-use system with guided steps that any user can adapt to and use effectively.
  • Admins and management are able to stay updated on the schedule of their team members for the day, week, or month.
  • Photos, videos, and document updates are neatly stored within the system digitally according to store locations and job.
  • Increased operational efficiency and transparency.
  • Better complaint resolution and customer service
  • Better teamwork among team members

CHALLENGES

Companies in the equipment servicing industry manage technicians that are responsible for thousands of assets across various areas, and even regions. Due to the high number of individual technicians that work according to specific schedules, most companies find it to be difficult to stay updated on the daily tasks and schedules of their technicians, as well as keeping a clear and transparent record of the work done.

Administrators struggle to assign jobs as they do not have a clear picture of the resources available which sometimes result in the job not being able to be done on a timely basis, customer complaints and more.

Many companies are still relying on unreliable methods of business communication through voice calls or messenger apps that are incapable of keeping records in an organized manner. With the sheer volume of work that is on their plates, along with them lacking the appropriate training, technicians are not well-equipped to use complicated office software systems for work. Considering how they are constantly on the move, using a laptop or computer on-the-go to do documentation is not an option either.

Employees and technicians aside, managing customer and asset information is a challenge of its own – while companies turn to Spreadsheets and Excel documents to try and compile important data, they face complications and are let down by the lack of a proper system that is easy-to-use for all company members at every level.

With Sales Connection, that changes.

OUR SOLUTION

Sales Connection’s partnership with our long list of industry-leading clients such as KONE, BlueAir, and many more, has taught us plenty about the equipment servicing industry and its needs. Because of that, we offer solutions that are specifically tailored to SMEs and MNCs in this segment.

With our Job Schedule feature, admins, team leaders, and management are able to manage hundreds of employees across numerous locations in real-time – whether they’re on-site, or off-site. The system makes it easy to view Jobs scheduled for the day, week, or month based on individuals, teams, or the company in its entirety.

Thanks to the system, customer and asset information can be accessed anywhere, anytime – readily available for viewing with Access Control that allows managers to set what information is accessible to which parties in order to ensure each team is focused on their own respective responsibilities.

Perhaps the most advantageous offering of Sales Connection’s system, it was built from the ground up to be an easy-to-use interface for anyone. Using this software and its wide-range of features requires no special training – if you know how to text friends and family using chat apps, you’ll know how to use our simple yet useful system that comes both in web and app form – perfect for technicians who are always on the move.

Working together with members of this industry as their digital solutions partner has inspired many innovative features that solve industry-specific challenges – to this day, our team works around the clock to introduce new updates in the system that always pleasantly surprises our customers with how useful they prove to be. One example—of many—includes the Digital Forms feature that allows technicians to generate a digital service sheet that can be signed by customers who are off-site by simply sharing a secure URL with them.

THE RESULTS

  • Admins, team leader, and management are able to keep updated on the schedule of team members according to days, weeks, and months.
  • Customer and asset information are securely stored within the system that is powered by Amazon servers – ensuring no information is ever at risk of being lost.
  • The alarms feature notifies relevant members of matter that require their immediate attention in the case of emergencies or otherwise.
  • The reports produced from updating jobs can be used as transparent reports for customers or internal management discussions.
  • Digital Service Sheets produced in a matter of moments from the technician’s own mobile device.
  • Easy-to-use system with guided steps that any user can adapt to and use effectively.
  • Admins and management are able to stay updated on the schedule of their team members for the day, week, or month.
  • Photos, videos, and document updates are neatly stored within the system digitally according to store locations and job.
  • Increased operational efficiency and transparency.
  • Better complaint resolution and customer service
  • Better teamwork among team members