Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract...
-
Upload
vaughn-beavin -
Category
Documents
-
view
217 -
download
0
Transcript of Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract...
![Page 1: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/1.jpg)
![Page 2: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/2.jpg)
• Customer ManagementCustomer Management
• Service/Project ManagementService/Project Management
• Contract ManagementContract Management
• Parts Inventory ManagementParts Inventory Management
• Escalation & Notification Escalation & Notification
• Analysis & ReportingAnalysis & Reporting
• Mobile Field Service Mobile Field Service
• ExpandabilityExpandability
![Page 3: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/3.jpg)
Multiple BranchesMultiple Branches
Multiple ContactsMultiple Contacts
Multiple CurrenciesMultiple Currencies
Working HoursWorking Hours
Customer TypeCustomer Type
Customer Information
![Page 4: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/4.jpg)
Service Status HistoryCustomer Information Knowing all service
requests information and status
![Page 5: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/5.jpg)
Tracking and reminding your staff of next appointment, previous appointment
Follow up payments, quotation, complaints
Collect Payment Send equipment
Activities Tracking
Customer InformationService Status History
![Page 6: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/6.jpg)
Asset Management
Customer InformationService Status HistoryActivities Tracking
Storing and tracking of all assets purchased and their service history
![Page 7: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/7.jpg)
Customer profitabilityAsset Management
Customer InformationService Status HistoryActivities Tracking
Knowing actual customer profitability by taking into account of product, parts, labour, travel and sales
![Page 8: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/8.jpg)
Project Management Create a project record
and track the deadline, next review date, current stage, project manager etc
Ability to link the project to a tender that the company is participating
Know your project profitability by comparing the estimated budget with actual cost spent
![Page 9: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/9.jpg)
Service Request LoggingProject Management
Logged service request against contact person
Categorise the incident / request
Log against equipment
Assign task to engineer for necessary actions
Track logged date time, response time and resolve time
![Page 10: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/10.jpg)
Engineer Task Assignment
Assign task to engineer for necessary actions
Track logged date time, response time and resolve time
Generate Job Sheet through MS Words, Email, SMS
Track costing Parts, Labour, Travel, Claims
Service Request LoggingProject Management
![Page 11: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/11.jpg)
Generate Service Quotes using pre-defined templates
Service Quote GenerationEngineer Task AssignmentService Request LoggingProject Management
![Page 12: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/12.jpg)
Document ManagementService Quote GenerationEngineer Task AssignmentService Request LoggingProject Management Keep track of all related
documents, emails, faxes for future reference- Costing Documents- Email Documents- Quotations - Faxes- etc
![Page 13: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/13.jpg)
Assign task and create schedule for staff
Graphical scheduler for staff which allow daily/Gantt view
Task SchedulerDocument ManagementService Quote GenerationEngineer Task AssignmentService Request LoggingProject Management
![Page 14: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/14.jpg)
Pre defined planned maintenance schedule by weekly, monthly, bi-monthly, quarterly
Planned MaintenanceTask SchedulerDocument ManagementService Quote GenerationEngineer Task AssignmentService Request LoggingProject Management
![Page 15: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/15.jpg)
Overview of what is happening in the service department by engineers, task type, task priority, outstanding task, etc
Service OverviewPlanned MaintenanceTask SchedulerDocument ManagementService Quote GenerationEngineer Task AssignmentService Request LoggingProject Management
![Page 16: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/16.jpg)
Service Agreement
Create service agreement for contract maintenance
Tracking of equipments covered in the contract
Multiple contract type - Standard Annual- Unit Based- Time Based- Usage Based
- Etc Never forget to bill your
customer by creating Contract Billing with appropriate invoice cycle- Monthly- Quarterly- Half yearly - Yearly - Etc
Ensure Service Level promised in the agreement with SLA
Analyze Contract Profitability
![Page 17: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/17.jpg)
Parts Management Manage spare parts for
sales and service
Multiple location / warehouse capability
Categorisation of parts for easy searching
Tracking of stock quantity on hand and quantity on order
![Page 18: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/18.jpg)
Stock Level
Get notified for stock re-ordering base on re-order point
Parts Management
![Page 19: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/19.jpg)
Purchase Management
Generate Purchase Request / Purchase order for low quantity stock
Stock Level Parts Management
![Page 20: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/20.jpg)
Multi Channel Notification
SMS Email Web
Ulysses Service Desk
Activity Reminder
Overdue task notification
Task escalationi.e.: when a task is overdue for more than one day, escalate it to high priority status and notify the manager about the detail of the overdue task
![Page 21: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/21.jpg)
Customer Reporting Customer Listing Customer by Region Customer Service
Response Analysis Total Customer View Open/Closed request by
Customer
![Page 22: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/22.jpg)
Pending Task by Support GroupPending Task by Task TypePending Task by EngineerCompleted request monthlyMonthly Response analysisRequest by categoryEtc
Service Reporting
Customer Reporting
![Page 23: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/23.jpg)
Real Time Dashboard Reporting
Service Reporting
Customer Reporting Real time graphical charts for better understanding of overall activities in the organisation
![Page 24: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/24.jpg)
Customer Signature Capture
GPS Tracking System
Customer Service History
Complete information of equipment
Full customer contact information
Cost Recording
Van Stock Management
Job Rejection Ability
On Site Time Capture
Automated “Hard Copy” Generation
Full Audit Trail
Online & Offline Access
ŸMS SQL CE Database
![Page 25: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/25.jpg)
• Ulysses Suite also provide the following features– Sales & Marketing– Service Management– ITIL Service Management– Complaint Management– Facility Management– FMCG Solutions
![Page 26: Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.](https://reader036.fdocuments.us/reader036/viewer/2022062511/5516ebc255034603568b4941/html5/thumbnails/26.jpg)