Which Field Service Software is Right for You?

Dynamics 365 for Field Service is surging in popularity – and for good reason.  It has proven to be an effective way to cut costs and create new revenue opportunities, increasing overall profitability.shutterstock_628146863 (1)

However, all field service solutions are not created alike. As you begin your research, ask yourself:

Which features are most important to you?

Different software solutions have different strengths. Knowing what you need up front will help you prioritize areas where you need to investigate deeper. For example, most field service software solutions offer some sort of scheduling, but how sophisticated does the scheduling need to be? Do jobs need to be assigned not only based on availability but also on other factors such as technical certifications, geography, urgency or a weighted factor of multiple criteria? How closely do you need to monitor the inventory on your trucks, schedule recurring work, or invoice and capture payment in the field? Be sure the capabilities that are important to you are accommodated in the solution you select.

What do you value in an implementation partner?

Sure, you don’t want to overspend, but how much are you willing to trade off in quality and risk? If this is the first time you’ve implemented field service software, having an experienced partner can be the defining difference in the success of your project.  A qualified implementation partner should be able to help you tailor the solution to the unique needs of your industry and your specific business processes without reinventing the wheel.

Are your expectations realistic?

How will you measure the success of your project? Software is not a silver bullet that creates instant results.  Spend some time understanding the areas in which you expect to improve efficiency and how you expect to measure those improvements. Brainstorm how you can generate more revenue.  Focus on the areas your customers value most. Contact us today for more information.

Written by: Will Moseley, SVP- CRM Business Development

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