Microsoft announced last week that they are greatly expanding the features and functionality of their CRM product to incorporate not only field service functions but also project services capabilities, giving customers a true “one-stop spot to shop.”
For professional services organizations like New Signature, the ability to have a single system for recording time and tasks, to select staff for activities based on experience and availability and to bring that all the way from an opportunity to a closed source of revenue is singularly useful. Many of the professional service firms we work with on a regular basis currently leverage multiple systems for timekeeping, for opportunity tracking (and business pursuit), for revenue recognition and project management. The multitude of these systems not only causes errors to creep in, but also greatly impedes the speed of organizations to sell, close and ultimately bill for new business effectively.
Over the past several months, we have worked closely with Microsoft, as our business includes both field service and project service functions. As part of our active input into design of the project service capabilities, New Signature elected to pilot part of our business onto a pre-release version. Initial results have been very promising and we are looking forward to sharing our learning experiences with customers.
“This release is focused on the integration of two of our recent acquisitions (FieldOne and Adxstudio), providing our customers with market leading capabilities for field service and portal solutions for community engagement. We are also taking this opportunity to further extend our service capabilities with the introduction of project service. Together, our field and project service solutions take the definition of service to a new level in the industry. With our full range of service solutions for self-service, agent-assisted service and onsite service, we are helping our customers transform customer service”
– Jujhar Singh
Every organization contains individuals who work with customers. From customer service representatives, to the folks in the field who travel to fix issues, to the consultants billing hours each day to customer projects, these individuals all now have a system designed to help them be more effective at their job. When combined with collaboration platforms such as Office 365 and the deep analytics of Azure, Dynamics CRM now contains a far greater set of capabilities for organizations of all sizes and industry verticals. And Microsoft isn’t stopping there: the recently announced public roadmap for CRM covers a whole host of new features and functionality all designed around supporting business objectives. The days of Microsoft only helping information technology departments is over: you can now run your entire business on software from Microsoft.
Interested in providing an amazing experience when providing professional services? Need a single system, backed by Microsoft, to support your efforts? Reach out to New Signature today and we can help transform your business.