In Their Own Words
“When I’m doing my job at my best, I’m helping our customers improve the way they operate. I’m helping them improve efficiencies while growing service revenues, mix, and margins. Field techs are a valuable asset in my role. They are a trusted, customer-facing expert on the equipment, and can provide guidance and share sales opportunities when they arise in the field.”
Daily Challenges Include
-
Opportunity Creation
-
Proactive Maintenance + Service
-
Contract/Entitlement Tracking
How I'm Measured
Contract Renewals and Upsells
New Service Revenues
Revenue vs. Plan
What I Need To Succeed
-
Automated alerts of escalation notices that highlight actions I need to take.
​​
-
View of KPIs showing my performance vs. targets
​​
-
Collaboration tools to link team members across sales & service.
​​
-
Field Service and Customer Service teams to be empowered to enter opportunities into CRM based on their customer interactions
​​
-
Dashboards with insights into service opportunities I can act on.
Actionable Dashboards
Don’t let opportunities slip through the cracks or fall behind by having a centralized dashboard of actionable tasks to be completed. A central hub of new opportunities, approvals needed, or issues helps reduce research and response times so opportunities move smoothly to the next steps.
Automated Workflows
Put opportunities in the right hands by automatically routing them to the appropriate person or team. Automate escalations and alerts to keep the momentum.
Performance Tracking
Identify strengths and areas of improvement in a sales organization by diving into several revenue sources from field tech upgrade recommendations to service agreements renewals.
Ready to see for yourself how equipment360™ can upgrade your company's service game?