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Syclo Mobile Field Service Product For SAP CRM Selected by Medical System Supplier

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Mobile Field Service Case Study

Real-time Data Access & Capture

Communication can be challenging when the majority of your workforce is remote. Syclo's SMART Mobile Suite can help bridge the conversational gap between headquarters and field service workers. SMART extends leading Customer Relationship Management (CRM) systems to handheld devices, tablets and laptops allowing service techs to access, update, capture and transmit instant data.

Easy-to-use Workflow Aids Data Capture

Syclo's SMART Mobile Suite offers field service workers the ability to access and capture information through streamlined, paperless workflow. With one device, in the palm of their hands, service techs can easily capture, navigate, search and enter customer account, equipment and service order data into a user-friendly mobile application and synchronize it to your CRM system. SMART offers overall intelligence in their daily workflow by incorporating things like wizards, drop-downs, look-ups and pop-ups to prompt them to enter information and ensure its accuracy. The intuitive, action-driven workflow in SMART guarantees accurate data capture of parts and damage codes, problem/actions, work and travel times, expenses, customer signatures and more.

Push out Real-time Updates and Schedule Changes

One of the biggest benefits mobility offers technicians is real-time data exchanges. Armed with the SMART Mobile Suite, service techs and your organization's headquarters can communicate in real-time for better scheduling/dispatch, up-to-the-minute visibility and enhanced decision making. With SMART, technicians are “pushed” new CRM system updates including changes to customer accounts, newly assigned service orders or priority changes without having to stop working and manually sync their devices. For example, new service orders will seamlessly push from the CRM system to the worker's handheld device, alerting him with a customizable audible or on-screen alert. Then, in one click he can accept or reject the new service order and report its real-time status for headquarters.

When Needed Work Online, Offline or Occasionally Connected

Field service organizations run best when data is exchanged in real-time, but what if your workers are in a remote location without the umbrella of wireless connectivity? The SMART Mobile Suite contains business rules and validation at the device -level, so even if your workforce can't work "connected" they can still work. We bring CRM data down to the user's device, so whether they're working online, offline or occasionally connected they work interrupted – the same intuitive, action-drive workflow guides them through completion of their assigned service orders. Techs are able to continue capturing data, only instead of immediately synching it to your CRM system; they're instead storing it so the moment they re-enter connectivity the data is transmitted.