Master After Sales Customer Service: Equipment+ Built on Microsoft Dynamics and Annata

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Information about Master After Sales Customer Service: Equipment+ Built on Microsoft...
Technology

Published on March 18, 2014

Author: HandsonSystems

Source: slideshare.net

Description

Equipment data can be overwhelming. It is tempting to keep it unstructured despite it being crucial for after sales and service. Equipment+ is designed to store both structured and unstructured data.

During quotation, sales and delivery processes, lots of data is collected automatically.

By keeping information from all your business units in the same solution, it provides a complete view of your customers’ equipment for exceptional after sales and service.

Providing the 360° View of Your Customers’ Equipment

Providing the 360° View of Your Customers’ Equipment • Equipment data can be overwhelming. It is tempting to keep it unstructured despite it being crucial for after sales and service. Equipment+ is designed to store both structured and unstructured data. • During quotation, sales and delivery processes, lots of data is collected automatically. • By keeping information from all your business units in the same solution, it provides a complete view of your customers’ equipment for exceptional after sales and service. 2

Extensive functionality to manage the end-to-end lifecycle of your equipment from cradle to grave. • Multi-brand management • Creation of equipment cards via configurator and purchase orders • Integration with OEM and other partners Seamless integration with inventory, sales, purchasing, projects, cases, claims, contracts, fixed assets and manufacturing

Using the click-based configurator to configure quotations and sales orders: • Start by selecting device by brand, class and model • Select accessories and attachments according requirements • It is possible to start simple and then enrich the quote or order as greater configuration details are known The configuration process includes matching across warehouses. Information is selected, not manually entered.

This is the hub for information related to a piece of equipment. All equipment data can be accessed from this area. Access to service history Access to owners, warranties, etc. Configuration details access Other information Attached documents

Equipment statistics are updated automatically by any activity or transaction that is related to a piece of equipment. This can then be reviewed by any person with the correct permissions. This information are key performance indicators in customer support and engineering service organisations.

Equipment configuration information is easily accessible. It follows the equipment into servicing. If the configuration is changed, a full tracking of configuration versions is kept.

Locally installed accessories are tracked separately

Components are typically the major component of equipment. These components may be replaced during service with all replacement tracking accessible from this screen. These are the final components used in the particular version of the device, i.e. EC#

1300 197 960 equipment@handson.com.au www.equipmentplus.com.au Contact Us

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