{"id":482,"date":"2015-04-08T15:04:12","date_gmt":"2015-04-08T13:04:12","guid":{"rendered":"https:\/\/www.synchroteam.com\/blog\/?p=482"},"modified":"2017-07-06T11:33:59","modified_gmt":"2017-07-06T09:33:59","slug":"crm-and-field-service-integration","status":"publish","type":"post","link":"https:\/\/www.synchroteam.com\/blog\/?p=482","title":{"rendered":"Make sure your CRM and field service management tools play nice!"},"content":{"rendered":"

Buzzwords, acronyms, and abbreviations – they\u2019re everywhere in business, right? If you work in field service, you might have become aware of CRM and field service tools<\/strong> at the same time – the time when your business is taking the step from small to something a little bigger.<\/p>\n

What is a CRM?<\/h2>\n

<\/p>\n

CRM stands for customer relationship management – in other words, a system to manage and maximize the information you have about your customers<\/strong>. It\u2019s a very hard job to do by hand, so most businesses resort to a piece of software to do it for them. It manages contacts, customers, sales, leads information, and is invaluable when it comes to making your customers feel like they\u2019re genuinely important to your business. You probably already use one: some of the most popular are Hubspot CRM<\/a>, Pipedrive<\/a>, Salesforce<\/a>, and Dapulse<\/a>. If you\u2019re one of the relatively few business owners who doesn\u2019t own a CRM, take heart – our friends at GetApp have written the perfect article for you<\/a>!<\/p>\n

\"Storage
Old-fashioned sales management has to go!<\/figcaption><\/figure>\n

So, what\u2019s an FSM?<\/h2>\n

Now that we have the concept of a CRM system out of the way, it\u2019s time look at the other side – the FSM. FSM stands for field service management, or scheduling software to manage the appointments and call-outs of your field service technicians<\/strong>, the kind you\u2019d traditionally find in the HVAC (heating, ventilation, and air conditioning) industries, but increasingly in other areas, like telecoms, medical and security. You know a great example of an FSM tool? Synchroteam<\/strong>! You can try it for free right here<\/a>! If you need even more convincing about the benefits of using a field management app, I gave you lots of reasons a while back in my article “What can a field service management tool do for me?<\/a>“.<\/p>\n

So here\u2019s the big question\u2026<\/strong><\/p>\n

Why do my CRM and field service tool need to work in perfect harmony?<\/h2>\n

They need to work in perfect harmony because both tools manage different – but essential – aspects of your clients\u2019 needs<\/strong>. And it\u2019s only by efficiently managing your clients\u2019 needs that you can keep those clients happy – and loyal. The CRM will ensure that you have all the information you need about your clients\u2019 in order – where they are, what they do, who you need to talk to, your work history, special notes, contact records, etc., while the FSM will ensure that you correctly and efficiently manage all the jobs you do for these beautifully-managed clients. If they’re not working together efficiently, you’ll miss out on opportunities,\u00a0growth and scope for streamlining processes.<\/p>\n

How can Synchroteam help?<\/h2>\n

Synchroteam knows that for clients to be happy, you need to anticipate their every need, and fast. That\u2019s why you can use Synchroteam’s custom API<\/a> to make sure both apps are perfectly in sync.<\/p>\n

In real terms, this means you\u2019ll have all the information you could possibly want about a client and<\/em>\u00a0the job you\u2019re doing for them, right in the same interface. This will save you, and your technicians time, effort and money, and will win brownie points with your totally satisfied clients.<\/p>\n

\"synchroteam_connectors\"<\/a>
Just some of Synchroteam’s Connectors – and they’re changing all the time<\/figcaption><\/figure>\n

In later articles, we\u2019ll take a look of each of Synchroteam\u2019s CRM integrations in more depth, and show you how to get the most from them together. Until then, try out Synchroteam<\/a>\u00a0and let us know what you think!<\/p>\n

Article updated 06\/07\/17<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Buzzwords, acronyms, and abbreviations – they\u2019re everywhere in business, right? If you work in field service, you might have become aware of CRM and field service tools at the same time – the time when your business is taking the step from small to something a little bigger. What is a CRM?<\/p>\n","protected":false},"author":6,"featured_media":484,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[29,25,6],"yoast_head":"\nIntegrating your CRM and field service tools are essential<\/title>\n<meta name=\"description\" content=\"Many businesses use a CRM and field service app, so perfect integration is essential. 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