Maple CRM – all in one platform for Field Service and Contracts management
Heart of any service business lies in the contracts and AMCs signed with the customers.
Contracts are signed between the service provider and the customer as an agreement of the services to be provided, within stipulated time and frequency, honoring of the set deliverables.
Both, the customers as well as the service providers have to adhere to the terms and conditions agreed mutually in the contracts to ensure a smooth business workflow.
Contracts management is a vital cog in a business cycle. Creation, maintenance, renewals and updates of the contracts forms the basis of a contracts management system.
Maple CRM provides a functionality for Contracts and AMC (Annual Maintenance Contract) management with custom configurable process & automation in workflow.
Why is a CRM required for Contracts and AMC management?
This question is like asking why do we need a manager for managing daily business workflow!
The answer is simple- To ensure that all processes are in place, sticking to schedules, notifying instantly when any single task loses track and analyzing the business performance, CRM is the best (or in fact, the only) solution!
Maple CRM for Contracts and AMC management comes with the following features:
- Customization of Contract types as per business requirement
- Custom workflow defining for each contract
- Scheduling of customer site visits
- Auto reminders to clients and executives on visits
- Field Service Report generation
- Contract renewal notification
- Custom and Standard reports
- Custom views and dashboards for each executive
- Admin view of entire team updates
Once the contracts are set up in the CRM, it becomes an extremely easy and quick task for the service executive to allocate, update and manage them. Due to the customization provided, every business can have their own contracts scheduled and defined and so can be delegated to the respective personnel as and when required.
Maple CRM for Contracts and AMC management Features:
Configuration of Contract types
Maple CRM ensures that every business, no matter the nature of the service it offers or the types, should be able to use the CRM platform as per their need. The CRM is designed to fit into their requirement so that the users should easily be able to replicate their workflow and use the CRM comfortably right from the day 1.
Contracts can typically be of following types:
- AMC (Annual Maintenance Contract)
- Scheduled Calibration
- Quarterly Maintenance
- OTS (Outsourced Technical service)
And many more, as per the industry type.
Maple CRM helps the users configure their contract types and all the attributes as required, like
- Executive in charge
- Schedule of the visits
- Deliverables of of the contract
- Status pipeline/updates of the service
- Mandatory checklist
- Time line of the contract
Scheduled Visits management
AMC, Quarterly or maintenance- any types of contracts call for customer site visits.
Schedule the visits, tag the executives who are supposed to visit the customer site, define the workflow for that service and set the deliverables in Maple CRM.
Various types of contracts can be customized and configuration for the types, TAT, visit dates and any other custom details can be defined as per the business requirements.
While managing the customer’s data in the CRM, the concerned executive can have a summary of:
- Visits done
- Status of the visits
- Pending scheduled visits
- Updates on every service done
Thus, every service type, contract type and customization in the process can be smoothly configured in Maple CRM.
Setting up the Contract terms
Define the contract types as per the business requirement, also define the deliverables and terms of the contract. Once these settings are done, all the users have to do is- select the relevant contract type for the customer and start the work.
All the details related to that contract are accessible and also the status updates can be done as per the progress.
Admins can have a consolidated view of all the contracts in the system along with details for the same. They can drill down to any of the contracts to view the status, notes and details and pull out reports for analyzing the progress.
Custom Attributes
Along with the standard attributes to define a contract, you can have your own custom attributes added to make the contracts precise and meaningful as per your requirement.
Some examples are:
- If the service person needs to repair or replace components on site, so can be mentioned in the CRM under that particular contract.
- There can be custom list of tools carried by the service personnel, which can be selected as required during the visit.
- Details of payments if required also can be custom configured in these contracts.
Thus, Maple CRM can be 100% configured to suit the business requirement. This is aimed not only towards making the system easy, but also to ensure that the correct data is fed in the CRM and analytics are accurate to measure the outcome of the efforts put in by the team.
Maple CRM helps in empowering and enhancing the process.
By switching over to Maple CRM from your conventional CRM system, a business can experience the proper channelizing and resultant rise in productivity of the team, which ultimately adds value to the business growth.
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Maple CRM: Sales and Process management software for SMEs.
The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.
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