Property management businesses require many workers out in the field such as maintenance teams and estate agents. They all need mobile access to the right data and information while managers need to know their team’s schedules and whereabouts. Without this, productivity and efficiency will suffer.
Dynamics 365 Field Service allows organisations to deliver a fully connected field service experience with a single view of your customer data by deriving insights that can help you drive key business processes. That means you can worry less when your teams are out in the field…but let’s take a deeper look.
It’s challenging to schedule work as resource-efficiently as possible if you don’t have access to the right information at the right time. For example, things such as resource availability, skillsets and upcoming appointments. Field service software gives you that visibility.
This means you can:
This will help you improve customer experience and overall satisfaction.
Not only will improved visibility help your day-to-day scheduling but you can now dig a lot deeper into your data. Because D365 Field Service will centralise your data, you no longer need to manage and analyse it across disparate platforms. This is key to implementing automation and integration capabilities across apps, processes and systems to drive better business growth.
For property management specifically, you’ll benefit from the following:
The best thing is you can access all this information in just a few simple clicks.
Without up-to-date property management software, efficiently managing your invoicing and payment processes can be challenging. Slow processes resulting in slow payments, no immediate visibility, missed payments and a general lack of transparency - it can become a problem.
With D365 Field Service, your mobile teams can access this information anywhere and take payments on site. This mitigates the issues of slow or missed invoices and will help in other areas such as cash flow, customer satisfaction and the field team themselves.
Without data insights, you will likely be taking a reactive approach to problems. D365 Field Service allows you to integrate tools such as Internet of Things (IoT) which will deliver preventative and proactive maintenance instead.
This feature will improve the following:
Aligning individual teams is great but you can’t stop there. Ensuring your employees can collaborate across departments is essential and one of the key benefits of using Dynamics 365 Field Service.
Without this integration between departments, you cannot build a 360-degree view of the customer and this will have an adverse effect on the customer experience.
This file sharing enables:
Carter Jonas, a property management firm, sought the help of Columbus to achieve their vision in two core areas:
To reach these goals, they needed to address the following challenges:
Columbus upgraded their Microsoft 2011 CRM to the modern Microsoft Dynamics 365 Customer Engagement system which meant Carter Jonas could:
Read more about how we helped Carter Jonas here.
It’s important you choose the right property management software for your business. Dynamics 365 Field Service will ensure cross team collaboration for both your sales team and field service team, providing them access to all the information they need. Ultimately, this will ensure the most efficient management of time and resource to result in the best customer experience possible.
You can discover more features and functionalities that the right field service management software should offer in our solution factsheet below.