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BRM for Field Service Organizations
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Relationship Intelligence Is the Key
MTP Software is a leading provider of CRM Solutions for Field Service organizations.
According to a Gartner study, approximately 42% of all CRM implementations collect
dust on a company’s shelf due to a lack of user acceptance. The reason is simple:
users do not want to use another tool... any other tool. The single greatest
challenge to CRM success in a Field Service organization is adoption.
MTP Software has revolutionized the CRM marketplace for Field Service
companies by removing the user adoption barrier: BRM Connections. BRM Connections
is a completely transparent client for Microsoft Outlook® that links Outlook contacts,
appointments, tasks and emails to the BRM Server, providing firm-wide
visibility into client relationships.
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- Manage Accounts, Contacts, Service Orders, Trouble Tickets, Knowledge Base, Marketing Campaigns, and more.
- Transparent integration with Microsoft Outlook® and BRM Server.
- Drag-and-drop service order assignment and scheduling.
- Real-time field service dashboard of all service appointments.
- Robust document management interface, including automatic revision history and user-level access control.
- Subscriptions to key information for automated reports on a daily, weekly, or monthly basis.
- Real-time alerts for all key relationships.
- Easy access to your critical data even if you're away from the office or have no Internet connection available.
- Completely user-configurable environment that allows BRM to fit any organization’s needs.
- Eliminates adoption barriers.
- Creates firm-wide visibility into key Relationship Intelligence.
- Manages all account information including contacts, actions, assignments and performance all in one application.
- Increases remote users’ efficiency by providing an easy-to-use interface in an environment that they already know and understand (Microsoft Outlook®).
- Eliminates the need for separate account and contact management, sales force automation, and marketing automation systems.
- Automates the notification of key account owners and management on pending and required actions.
- Provides a single comprehensive dashboard view into all customer information.
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