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Customer Relationship Management (CRM)

Our best practice solution - CRM Field Service Buddy (mobile app)

 

The CRM Field Service Buddy is the ideal daily companion for field staff in the Microsoft Dynamics™ CRM environment. With our mobile solution, field staff can carry out their work on-site with a mobile device. In addition to customer information, scheduling and task management, this app can be used to create a service report on the service performed and material consumed.

 

The right application for everyone - on a suitable device

The CRM Field Service Buddy is part of our concept for a complete service solution and it is incorporated into the overall process. Office staff record the customer's request on a PC. The appointment or service activity is stored in the responsible field staff member's list and is available for planning and then documentation. The information entered in the field is immediately accessible for invoicing.

 

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PTA goes Windows app

The "Windows App Competition" was launched in the context of the Microsoft CRM Partner Network with the aim of supporting new ideas from partners and creating a high-quality app for the Windows Store. PTA's concept came out ahead of numerous other submissions and convinced Microsoft. As part of the collaboration, the PTA team was trained directly by Microsoft in Windows 8.1 UX Design principles and Microsoft also oversaw development. For the design and usability, we worked together with an agency belonging to the selected group of companies "recommended by Microsoft" specifically for Windows apps. Microsoft will be presenting the CRM Field Service Buddy at CeBIT 2014.

 

This app is available free of charge in the Windows Store. To use it productively, you simply require a Dynamics CRM system – either online or on-premises.

  

Our offer

The app was developed as a general tool for the app competition.  Are you missing a function for your process, electronic customer confirmation, a different interface language or do you want to place your logo in the app? The same app, but connected to a different CRM system? Do you need a Windows app for a completely different purpose?

 

PTA will face that challenge for you. Get in touch with us and we will be happy to work out a suitable solution together with you.