In the business to business world, indispensable factors in the respond to offer a product or a service are speed, flexibility and quality. In order to be efficient and effective, all the company functions must be highly integrated and necessary information must be distributed without re-elaborations and waste of time.
The guideline that lead us during the planning and realization of zService was to manage all of a trade or service company issues in one platform, that integrate trading, technical, logistic and administrative needs where each operator could have a tool designed for his specific role.
Today zService is an integrated and complete system that allows a company to manage every process, in a integrated, flexible and effective management view.
CRM, Customer Card
For a b2b company customers are the main focus. zService customer file is a collecting point of every information relative to the client itself, to immediately respond to every request:
- performed or not performed trading actions agenda
- contacts and commercial profiling
- documents storage
- integrated turnover, timetable and payments, products and services sales, tenders, tickets and actions, orders and shipping analysis
Customer file is meant to give a direct and complete photograph of the relation with the customer, respecting different employees mansion.
Mobile maintenance actions
zService is meant to organize, plan and record technical, installation and maintenance actions with a full integration among offices and technicians on site.
Office can:
- manage tickets
- manage maintenance and control check-lists
- plan agenda and technical actions
- manage reports, stock and SAL
Technicians, using iPad can:
- check their own action rounds
- record actions with the support of the customers/facilities list, the technical documentations and the possibility to tape video, audio and pictures of the action
- make to sign (with localization) and automatically send report to the customer
- consult, register and integrate technical cards of installation
This could be done even without an internet connection.
Mobile orders collection for agents
zService allows salesman and agents to work in complete integration with offices using iPad and iPhone, being able to:
- consult the customers list and the relating documentation
- have at disposal the complete list with relating stocks
- insert orders or preorders directly from the device, having the possibility to make the customers sign and mailing them the confirmation.
All could be done even without internet connection due to the system offline synchronization.
In the office, orders are automatically received in order to proceed with shipment, invoicing and fees calculation activities.
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How it works
zService handles all the information flows and the management needs in a unique and strongly integrated system, making available in real time all the data and unifying with just one tool CRM, MRP, ERP and potential dedicated applications functions.
The basic idea zService was designed and realized by it is that it should be a supportive tool capable of following company’s evolution trough the years, expanding development and continuous improvement possibilities.
This goals could be reached by just one flexible and configurable tool that perfectly fits company’s needs.
The possibilities of customize and design different process, flexibility, openness and speed features in the development process on FileMaker platform and, least but not last, the high technical competences of our team are the foundation to reach this targets.
An example is the best way to clear how zService handles in an integrated way process that include different offices and institutions:
Agents or salesman collect the orders directly from customers on the iPad. In the office orders are received and validated generating relative product and materials needs and, eventually, calculating fees. Logistic/sales evaluate action rounds and assigns installation actions to an operator, simultaneously it open eventual maintenance lists scheduling next deadlines. After the intervention, operators make the customer sign directly on the iPad the installation report and also the eventual day of delivery (DOD).
Data collected by the operator are automatically received by the office which, after a control, send them to the administration for the invoicing.
Depending on the preset range, the system will propose the need to make following maintenance and intervention actions even managing eventual complains and reminders.
In case the company is already provided of an accounting system, zService could connect and provide it all the necessary information.
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