The Power of Managing Time and Resources Through an Integrated CRM and FSM System

Written by Mohona Dutta


Ideally, good time management skill helps you keep your work under control. But when you are overwhelmed with huge amounts of data, requests, scheduling tasks, expecting one to handle all these without a proper tool is a lot challenging. One of the main intents of using mobile field service management (FSM) software is to reduce wastage. Wasting time, resources, money, energy. So, when you look at the features a well-rounded FSM solution provides from a time management angle, you can see that it is a win-win situation for you and your business.


Let’s dig a little deeper about the features and benefits of an integrated mobile FSM software with that a stalwart like Sage CRM or Infor CRM can provide:


Effective Scheduling

Traditionally, a problem that nonprofits face is scheduling. A CRM integrated FSM system offers real-time scheduling and alerts. Through automated scheduling on the software, you get more efficient bookings. It allows your on-field employees and volunteers to be prompt in completing tasks/mission-related activities. This helps you save time. Imagine you are in the center and there is a task that needs to be completed within a certain period. The system is smart enough to assign that task/job to the employee whose list is almost done. You don’t have to wreck your head anymore. The FSM software takes care of it.

Integrated Information

Do you know what is the biggest barrier to faster resolution? Lack of information. Take for example if your on-field employee/volunteer doesn’t have enough information available to him/her when he/she goes to meet a client, he/she won’t be able to address certain concerns or queries they might have. This probably will impact your business’s reputation and may affect the relationship to a certain extent. The Sage CRM or Infor CRM integrated FSM software ( TimeLinx) that creates these efficiencies often has provisions for customer history and other bits of information available on any device from the cloud. Again, helping you manage your time.

Task Automation

A CRM integrated field service management software plays an important role in automating the multiple tasks that work as a series of numerous events and generally occur outside the walls of the business in a very smooth manner. The solution aims to prevent the obstructions and costs that affect the time-wastage and inefficient activities, explicitly ranging from perfect planning, standard resource management, and scheduling ability to adopt multiple changes daily. FSM software enables the task coordination steps with a unique scheduling engine solely responsible for managing all the planning and scheduling variables and their related dependencies.

Reducing Waste

An efficient system that helps you with operational tasks can certainly reduce waste-of-time, resources, cost, and in a way morale. Let’s face it when you manage your time effectively, you will be able to concentrate on a lot of aspects of your nonprofit that might have been neglected or shelved for some time. The primary responsibility of an integrated FSM solution is to handle the problem of waste management that usually occurs in the business. It includes the task and related activities to manage waste ranging from the establishment to its outcome. Such a system in your organization ensures the reduction of waste by promoting the system’s essential functionalities.

The integration between field service software and CRM systems is so important to field service management and customer experience. It’s in your CRM system where you collect, organize, and manage customer information. And that information is so important to the success of your field service management software. This all points towards an exemplary time management aptitude that will help you with accomplishing your mission better.

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About TimeLinx
TimeLinx delivers innovative project & service management software as a complete solution that perfects the sell-track-manage-support-bill cycle that services organizations must have to delight their customers; TimeLinx brings the cycle together in a single application that offers less frustration, better project management, complete reporting, and improved profitability – all specially designed for Infor and Sage.