A lead is a preliminary information about a possible interest in your product or service. To make any sense, a lead needs to have at a bare minimum, a name and contact number/ email for us to follow up.
Leads can come from multiple sources: your website, someone calling in, a chance meeting at a public space, a marketing campaign- roadshow or tradeshow etc.
You could so far add a lead to Saleswah CRM
one by one
by uploading a list
In both these cases, the menu options are available under Sales to the left. While you can add as much information as you have, a name and contact information (email or phone) are mandatory.
2 New ways to add leads to Saleswah CRM
The new way is: directly from your email.
And, this works – whether your email provider is Google Workspace or Microsoft Office 365. No, it does not work with personal email domains like gmail.com or hotmail.com or with other mail providers.
Google Workspace Users
If your email provider is Google Workspace, then ask your Google workspace admin to activate Action Saleswah CRM from the Google workspace marketplace (formerly the G-Suite marketpplace). Once your admin activates it for your domain, you will see this in the space for addins. Like this.
Notice the Saleswah CRM Logo
Add a lead
After you login to the Addin, all you need to do is open any email in your inbox and you will get a prompt, like this:
By default leads are assigned to the user who is adding it to the CRM.
Only users in a Sales or Marketing role can add a lead or be assigned a lead.
Leads can be assigned to anyone below you in the hierarchy.; i.e. a manager to his reportee.
Cancelling leads
Leads can be cancelled by anyone who is at present assigned the lead. Saleswah keeps a record of the person who cancelled the lead and the date and time of cancellation.
While cancelling a lead, select a reason from the drop-down menu. And, yes, the reasons can be customized by your account administrator.
Remove the pain of collecting and analyzing service data
When on a field visit to attend to customer complaints, a lot of data is collected. We will show that there is a lot to gain if you digitize customer service records right at the source- that is collect it in digital form rather than depending on someone to transcribe the form later.
Till recently, all that happened on sheets of paper- pre-printed stationery. The service technician would come to the site, and scribble something on the form at the end of the visit. The customer would sign off on the form and that would be that.
I often wonder, what happens to the data thus collected? Does the form serve any purpose rather than being a glorified attendance record?
It is not that the form does not collect any information. Depending on the company and the product being serviced, the form can range from the most simple to the most complex. Details of spares being used, time records, defects being addressed, fixes being applied etc. If you digitize customer service records, this data is available for future analysis, product imporvements, process improvements and coaching.
What you lose if you do not digitize customer service records
My scepticism is on account of 2 things:
The field technician is in a hurry- he fills in the details but half heartedly. Sometimes I have seen them fill up the details only when back in office.
And, even if one assumes the supervisor reviews the filled up service forms, for him to make sense of many a bunch of forms, brough in by the team under him, notye down learnings and apply corrections at the end of the day is perthaps expecting too much.
The above is a simple small organization- very flat. In the absense of transcribing the forms into digital, any attempt at lasting learning at an organizational level will be a failure.
Why digitize customer service records?
Capturing the visit details in service calls has several advantages:
You can create as many forms as scenarios. Let us say your team services Elevators. You may have 3 main categories of elevators and about ten models under each category. You may have 2 service types: preventive maintenance, breakdown/ repair.
You can create, if needed, 3 x 10 x 2 = 60 different forms and push them to the technicians automatically. If the ticket is for preventive maintenance, and for model M3 under category C1, then the technician should only see the form for preventive maintenance which is customized for M3 and C1. As an aside, try doing the same in paper form. Or have your technicians carry each type and get confused.
You can specify which are the data fields that are “mandatory” and which are not. Thus, ensuring we always get the important data across all tickets. You can of course specify which fields are mandatory to fill in a paper form- but, good luck trying to enforce it!
Save the data in the server immediately- in a structured format and thuis have it available at all levels for future analysis, learning and product imporvements. You can send the customer, a summary of the visit- from the data captured from the visit- right then and there. Goodbye transcribing data from paper form to the computer and goodbye data inaccuracy.
Pictures: using digital ensures you can capture photos- of the site, of thr equipment, of the spare being replaced. Pictures serve as proof, reminders of action to be taken por even corroboration of data.
Signatures: you can get the customer to sign off right on the mobile screen – thus removing the last reason to use paper.
When you digitize customer service records, thus, the key benefits are:
1. Accuracy and relevance of data captured.
2. Use in future analysis and learning across the company.
3. Cheaper and faster.
4. Use the data for future analysis.
The roadblocks: the difficulties to digitize customer service records
There are essentially 2 ways to digitize customer service records. Scan a document or fill a form online. Not counting the 3rd one which is transcribing from the manually filled up documents.
Scanning a document gives very poor results. We have worked with OCR software and even the best of them do not work with the kind of handwriting that you see on a custtomer service record form.
See a real manual CSR below.
What can you make of this? Forget an OCR; even a human transcriber will not be able to make any sense of this. Add to that – many of the important and required fields are empty.
Fill a form online and onsite: the ONLY way to digitize customer service records
The only way to accurately record customer service experience is to digitize customer service records on the spot. So, we are talking mobile apps with structured forms asking to be filled.
And, remember these forms will be different for diferent products – sometimes even within the same product class. Take elevators (lifts): so many varieties of them, shapes and sizes.
We now allow the customer to create forms for all categories and all types of tickets- after all, a repair ticket requires very different information to be captured than a scheduled maintenance ticket.
We allow you to define virtually any number of variations. Not just that.
Depending on the equipment for which the service ticket is created, we push the exact type of repair ticket to the mobile phone of the technician.
See below:
The first 2 screens are for repair of batteries whereas the 3rd one is for a Generator set.
Same technician- obviously different tickets.
Similarly, you could create- without any need for programming, any number of forms catering to any need to digitize customer service records- on site.
Do you want to plan for a customer service channel that costs much less than others, has strong integration with the backend and works 24/7 without human intervention?
If yes, read on.
Challenges in creating the most effective customer service channel
Let’s break down the essential scope of the customer support function.
Log complaints from customers
Assign complaints to qualified technicians
Track closure.
Of course, there are more in-depth roles. Things like managing spares, logging defects and repairs, sending estimates and invoicing and creating a knowledgebase of issues.
But, the 3 above I listed are the core functions.
2 and 3 above are largely internal processes- we are ourselves in control.
Step 1 – logging customer complaints and in fact in all communication stages with customers is where the challenge lies.
Livechat, phone and email give you unstructured information, costs a lot in terms of infrastructure and yet most customers prefer them.
Each of them require live agents- especially for phone and livechat who need to be available to handle customer queries, log complaints and update status. Worse, they require huge investment in backend infrastructure.
Additional challenges in Europe/ Asia/ India and in Africa and Latin America
In multi-linguistic environments, the problem is huge, as you can immediately see. Not only do you need live agents, but you need them able to speak multiple langauges. Which immediately increases the cost of your customer service channel if dependendent on phone, chat or email.
Innovation in Customer Service Channel design
Many of our service CRM customers are passionate about customer service- but, simply unable to afford the cost of setting up a live customer service channel. They are asking for a tool that can
Work 24/7
Is cheap/ low cost/ no cost
Works with their CRM back-end so that accurate, structured customer request is logged immediately.
Can be used for asynchromous communication for ticket status update.
Let me further elaborate on the asynchronous communication bit.
Why asynchronous communication is actually better
While in a live chat or in a phone call, the customer gets real time update. But, that puts a lot of time burden on the agent as well as the customer. When did you ever finish a chat with customer service in 2 minutes?
In an asynchromous communication, the agent can respond at his or her own time- when she has more information or has something to ask.
Or, simply when the agent with the local language skill is available.
App-ify the customer service channel
We thought long and hard. Our target geogrqaphy is multi-lingual- our customers speak many languages- and sell and service to customers who are even more diverse.
Our customers can’t avoid the 24/7 availability yet can’t afford the cost of the presence.
We have a customer in Pune with customers across India who speak a minimum of 10 languages.
Grahak Setu revolutionizes your customer service channel
To understand how Simply C2 can work for your customers, login to Simply C2 after downloading from the Google Playstore.
Search for the product that you want to repair- TV, Washing machine etc. If you find it, look for the list of manufacturers and select yours.
If you can’t find the product but know the manufacturer, then go to the list of manufactuers (ordered alphabetically) and once you have selected the manufacturer, select Others when it comes to the product selection.
They will still get the ticket! And will attend to you!
We want everyone of our customers to be able to allow their clients- that is you- the flexibility of logging complaints 24/7/365. Without the cost of setting up a call center or sharing mobile numbers of customer service.
Simply C2 is an app for you. When you look for manufacturers and log a complaint- it creates a ticket with the manufacturer and sends them an alert. And the ticket lies there till it’s closed.
So, nothing falls through the cracks.
If you have been wondering how to set up Simply C2 in 2 minutes and log your first complaint, read on.
First step- to set up Simply C2
Sign in/ Sign-up
Sign-in or Sign up for the first time- the process is same for both- using either SMS or WhatsApp based Login.
2nd step
Update your profile.
As you can see, a lot of the fields are filled up already.
Fill up the rest. Especially your email address and name. Verify your postal address, because the service technicians – if they need to reach you, will need this.
This will help you when you want to log a complaint.
3rd Step
Log a complaint
If it is your first time, you probably have no default service provider- no one already selected.
So, look for the product category that you want to complain about. Search.
Then select the manufacturer, you want to complain to.
Want to directly select the manufacturer? Go to the list of manufacturers and click on the first letter of their name.
Once you have selected the manufacturer, just type/ select your model and serial number. Also write some details of your issue.
Take a picture!
Once you click the submit button, congratulations! You have just logged your first complaint in Simply C2.
What is IOT and it’s role in the context of remote asset monitoring for customer service?
Okay, we gave a hint. The goal and the theme is customer service of assets (mostly capital goods located in remote locations).
Remote assets
Examples of such remote assets are: Telecom towers, Diesel Gensets, Solar panels, ATMs, Chiller plants, PSA Oxygen plants. These are expensive capital goods, cause service disruption when non-functional and require varying degrees of monitoring to check functioning at optimal levels.
Types of asset health monitoring and variable maintenance scheduling
Scheduled monitoring can take two forms: fixed interval or varying interval. Let me explain this with couple of examples.
Fixed maintenance scheduling
Let’s say you maintain inverters with batteries. The led acid batteries need to be physically checked once in 3 months (let us say)- for water level, corrosion of the terminals and so on. So, your service CRM will need to create a fixed schedule of visits of the service technicians. And, of course, assign the visits to the appropriate resources in your team.
Variable maintenance scheduling
On the other hand, let us take your car. Let’s say the annual maintenance schedule is (duh) 12 months OR (and here’s the catch) 10,000 KM of running, whichever is earlier. So, if you are just using the car to commute 20 KM per day just to go to office and back, it is unlikely that you will need to get the car serviced before the year is over. However, this won’t be the case if your commute per day is 100 KM or more. Then, within six months or less, your car will require to be serviced.
I guess you get the difference between fixed and variable maintenance scheduling.
Practical challenge in fixed and variable maintenance scheduling
Let me now outline a practical challenge for an unmonitored fixed asset which needs to be maintained at an interval which can vary with usage- like that of the car. The car is monitored- the owner can check the odometer any time, but for many equipment, installed in remote locations, it is not possible to monitor usage.
Which are those? It is safe to say any equipment with moving parts- gears, pulleys, pistons etc – in them, are those that require servicing at varying intervals like the car. So, if any such equipment is installed in a remote location, we face challenges in scheduling maintenance. Because, we do not have up to date data on “run-hour” or mileage.
Enter IOT
To solve the problem of gathering run hour data from remote assets, various approaches have been tried. IOT (Internet Of Things) is gaining in popularity. This is basically a remote device- fixed to the asset being monitored- which communicates the parameters of the asset over the telecom network to a central computer. This can be monitored centrally and maintenance can be scheduled when the target run hour is approaching.
The problem with IOT is of course that it is expensive- though the cost will hopefully come down. It depends on the cost of the asset being maintained and the cost of a visit to check status. If the asset is expensive and the manpower required to maintain it is expensive as well, it makes sense to implement a IOT based monitoring strategy.
Algorithmic fixed and variable maintenance scheduling
As discussed, IOT based variable maintenance scheduling can be expensive. But, fortunately, we can use algorithmic scheduling which can substitute for IOT based scheduling with a good amount of accuracy at no cost.
Our actual algorithm is actually a lot simpler!!
We use moving averages and past run rates to extrapolate in to the future. Basically, we capture run hours on every visit to the site, calculate the run rate and project when the next maintenance should be due.
The most tightly integrated CRM with QuickBooks Online
It was almost a year ago that we released the Actions Saleswah CRM with QuickBooks on the Intuit Appstore.
There is a huge difference between how we approach CRM with QuickBooks integration and how some others do.
Simply put, we build the functionalities in Saleswah CRM and let QuickBooks do what it does best- which is accounting and book-keeping.
And, then we link them.
This helps in ensuring that QuickBooks and Saleswah CRM are both on the same page. But, they do not get in each other’s way.
The fundamental premise behind CRM for QuickBooks Online
Our thinking when we set out to do the integration was to ask: “who will use which software within the organization”?
And, our answer was pretty straightforward. We were clear that accounting folks will use QuickBooks- for accounting: booking, billing, collections and reporting. But, not the sales guys or the customer support guys. They will use Saleswah CRM for running Sales and Service operations.
So, Saleswah CRM for QuickBooks integration will need to cater to primarily 2 constituencies.
In order of priorities, they are:
Sales and support personnel who are the primary users of Saleswah CRM for managing customer facing activities:
Accounting people, who are the primary users of QuickBooks will continue to use QuickBooks for their usual work. They can still use QuickBooks for raising invoices, sending quotations or creating the master list of products and services.
Plus, of course, for reconciliation of accounts, financial reporting and so on.
Clear priorities for CRM with QuickBooks integration
So, Saleswah CRM is not an afterthought CRM. It focuses on the primary constituency – sales and support personnel who are the primary users. We don’t think accountants will see much value in using a CRM. So, there is not much for them in Saleswah. Nor will Sales people or support team find much to do in an accounting software.
But, raising an estimate and an invoice is a task that sales and service people do. And often.
So, we figured that we should have a CRM that allows the sales people and the customer service people to create estimates- with or without QuickBooks connectivity. The purpose of the CRM with QuickBooks integration will be to
Allow maintaining the product list (with prices) in a central place- under tight control (admin user access only).
Push the invoices generated in Saleswah CRM to QuickBooks. This is to facilitate book keeping and financial reporting.
Pull the Contact Lists from QuickBooks to Saleswah CRM
Pull the unpaid invoices generated by the accounting department into Saleswah. The purpose is to have the sales people chase them for payments.
The Saleswah CRM for QuickBooks integration logic
Once you link your QuickBooks account with Saleswah, relevant data from Saleswah will be updated in QuickBooks silently. You can also push contacts, products/ spares and invoices from Saleswah to QuickBooks.
How to link Saleswah CRM with QuickBooks Online?
If you are an admin (for your company) of QuickBooks Online- and do not yet have Saleswah CRM, then go to the appstore and click on Actions Saleswah CRM.
If you are a Saleswah CRM admin and wish to link your QuickBooks Online account with Saleswah, then go to the Saleswah CRM admin, and click on Connect to QuickBooks Online.
Saleswah CRM with QuickBooks data exchange logic
Products and spares: you can fetch your products (or spares)/ price list from QuickBooks into Saleswah. Simply click the Connect button. Spares/ Products: if item category in QuickBooks is spares, it will go to Spares; if not it will go to Products list in Saleswah (Warning: please ensure that your spares parts are categorized as Spares in QuickBooks so that they can be brought to the spares list in Saleswah.)
Remember, any changes that you make in Saleswah to any of these products and spares, will be updated in QuickBooks. We don’t delete products automatically- so, you need to remove products from the list on both the platforms. Any new products or spares you add in Saleswah, will get automatically added to QuickBooks.
Right now, all products and spares are being inserted from Saleswah to QuickBooks as “Non-inventory”.
Invoices Fetch the list of your unpaid invoices from QuickBooks so your sales team can follow up for payments. Any invoice you generate in Saleswah will automatically get inserted in QuickBooks.
Contacts You can pull your business contacts in QuickBooks to Saleswah. They will be marked as billing contacts in Saleswah. Also, any contact you mark as a billing contact (by ticking the checkbox in the Contact details pane)- will get sent to QuickBooks.
Today we see many uses for GPS tracking mobile app around us. Location tracking applications are widely used in field service. GPS-enabled field service management software allows you to effectively track and direct your technicians. Saleswah Service CRM is a GPS tracking mobile app that helps streamline operations and improve efficiency.
What is a location tracking application?
In field service, it is important to keep track of your service personnel who are out in the field attending to customers. This is done using a mobile app that depends on GPS coordinates and Google Maps. A location tracking application is a functionality built into field sales or field service apps- to let the user and others in the organization know his whereabouts.
4 uses of phone location tracking app
Tracking movement of field people in field service
Helping navigation for field service poeple
Allocating work to nearby resource in field service
Accurately locating the customer location and area.
While there are other uses- most notably in the area of vehicle tracking and asset management, let’s limit our scope here to field technician tracking using a GPS tracking mobile app.
How does a GPS tracking mobile app work?
A location tracking app is on your mobile phone using GPS navigation and Google maps to help you find your way, know where you are, and let others know your location.
What is GPS?
GPS (Global Positioning Satellite) systems are basically using a global system of satellites in space to uniquely determine your position on earth accurately to a few meters. They constantly send signals so that we know where they are. All modern smartphones have hardware that listens to these signals coming in. After calculating the distance between four or more GPS satellites, the receiver can figure out where you are.
Latitudes and longitudes
We all know that in order to locate any place on earth, we use a system of horizontal (latitudes) and vertical lines that criss-cross the globe. The intersection of any of these vertical and horizontal lines gives the unique position of the place on earth. So, every person, every postal address, every object on earth can be given an address: which is defined by the number pair called latitude-longitude (or lat-long for short). When you move from one place to another, your lat-long constantly change.
Saleswah CRM for field service: the phone location tracking app
Field service management software systems integrated with GPS technology allow employees to track the location of technicians and also help the technicians in navigation while on the job. By tracking the location of technicians, GPS tracking mobile app helps field service companies optimize the use of technician time and improve the customer experience.
Tangible benefits of phone location tracking app
In addition to providing technicians with customer data and monitoring available equipment, on-site management software can help technicians move and work throughout the day. Field service software increases technician time with customers, reduces the number of technicians traveling between site and office, and speeds up delivery and billing times.
Location tracking application in the hands of the technician
Any technician who shows up at a customer’s site will be carrying the GPS-enabled Saleswah CRM field service management app. Field technicians can access scheduled jobs from any mobile device, and GPS tracking mobile app provides accurate, real-time location data. With a phone location tracker app, field management software can both suggest nearby technicians and estimate the arrival time of a new technician, alerting the customer to any service delays.
Allocate job to nearby technician using the location tracking application
Location tracking applications can easily help locate the technician who is closest to the site of defective equipment. So, the task can be assigned to re-assigned to him.
This improves customer satisfaction by reducing the time it takes to complete a work order and prevents costly service delays. This achieves exceptional on-site service through workforce management, request tracking, and full visibility into the service delivery cycle.
Helping technician navigation
With the help of the GPS tracking mobile app, the technicians can navigate to the site faster and resolve issues quicker leading to better customer satisfaction.
All sites located and stored in Saleswah database using lat-long
Saleswah CRM gives the option to tag each installation site with its GPS coordinates. This helps locate them faster and reduces dependence on postal addresses, especially for remote sites.
Streamlining clerical processes both in the field and in the home office enables technicians to deliver fast and helpful services with minimal delays and greater customer satisfaction. This not only eliminates friction from the technician’s day, but also reduces costly truck trips, improves service efficiency, and increases first access, delivering double-digit improvements in customer satisfaction and profitability.
This allows companies to manage all data, scheduling, monitoring, updating, and scheduling in one place. Saleswah CRM tracks field inventory at selected locations and has modules for work order management, scheduling, tool tracking, and maintenance. Geolocation helps you quickly identify, plan, and track locations, and services.
Using location tracking application creatively: in customer self service
Your customers can use Grahak Setu to profile themselves. Their task is made easier by letting them use GPS and Google to fill in their postal address. This reduces errors in site location.
Please also see this post where a client creatively used GPS data to plan service centre locations.
A few other uses
Cloud-based field service software enables technicians and employees to intelligently plan and track moving parts, from end-to-end service teams to equipment and spare parts or “backbone inventory.” The software automates processes, reduces multitasking, and gives technicians access to the vital information they need about service dates, service history, and ownership records.
With the field service app, team leaders can ensure that technicians are the right fit for the job that matches their skills, that the team is making the most of their time moving between jobs, and that each team member follows safety and corporate protocols.
When you connect customers with their field service technicians on the day of service and provide the ability to view and track technician locations on a map, you can get a return on investment from a streamlined communication workflow. Improve customer service while tracking all issues that occur in the field. Labor costs are reduced as fewer field personnel are required to perform the same amount of work. Performance improvements may result in fewer help desk calls. GPS-enabled field service management software makes it easy to define job entry and exit times, both mitigating the problem of technicians forgetting to record hours worked and preventing fraudulent time-stamped schedules from being passed to the system.
Saleswah CRM innovations in using GPS tracking mobile app
We can track employees in the field, automatically timestamp, and track company properties. Using this mobile app, your team members can view their schedules, communicate with other team members and dispatchers, and send messages.
No location spoofing allowed
We have ensured the location reported by the app is the actual location the phone is rather than being corrupted by some other location spoofing app.
Imagine you are a customer with a piece of faulty equipment. You are trying to reach a company phone number. Here are several things you, in all probability, do not know.
What is the phone number you have to reach
How to get thru the IVR menu options
Where is the warranty card?
If you have been in that situation (I know I have been), and you want a better way, read on. This is about a creative way to solve the same problem, using a mobile app called Simply C2.
Simply C2 is a mobile app meant for consumers to use with which they can connect to manufacturers like you. To log service complaints. And track service complaints. And receive itemized estimates, GST invoices, and even make payments online. More here.
So let us say, as a customer, you own a Microwave oven from Samsung, a TV from Sony, and a Washing Machine from Bosch. You can connect to each of these companies from the same profile in the same app. But of course, Samsung will only know that you own their Microwave oven. As Sony would only know about the TV.
Are you a manufacturer of equipment that requires after sales service?
Consider signing up for our inaugural offer and enable Simply C2 for your customers. Your customers will thank you. No more calling the call center. Go here to see what you get for the starting price of Rs 8000/- only for a year!
Like the Digilocker
Grahak Setu is like the Digilocker service – it stores your customers’ information and which he may share with you when he needs to.
Of course, Digilocker services are provided by the Govt of India. We are not the GOI. We are only using the Digilocker to illustrate a point. Like Digilocker, we also use mobile authentication and then link all transactions and profile information to your mobile number.
Like Digilocker services can be used to get authenticated with and get serviced from many Government departments, a customer can use his profile to connect to many service providers.
Who is Grahak Setu for
This is meant for those customers who are fed up with call centers.
This is meant for customers who will appreciate a single place to keep all their equipment details.
This is meant for those, yes, like me, who misplace their warranty cards.
Why you should promote Simply C2 to your customers
Features (as your customer sees it)
Keep list of equipment, under your care – household or office- in one place
Simply C2 mobile app helps you to safely keep details of your household equipment or those in your office in one place. Details of products of various types from many vendors can be stored.
So, next time your equipment needs repair, you can simply locate the equipment in the list inside your app, and send in a service request in a couple of clicks.
Track warranty and AMC coverage
When the customer logs a service ticket with the manufacturing company, it vets the serial number- either remotely or when the technician visits. He decides the warranty coverage and, updates in the system.
This process works even better when the service vendor/ product manufacturer is using the Saleswah CRM service management backend as the entire process is online, seamless, and leaves no scope for errors.
Ship products to service centers for repair
There are some products which can only be repaired in a service center, like laptops, mobile phones, cars, water ATMs, etc. Simply C2 connected to a provider who is using Saleswah CRM can facilitate shipment to the repair center and track the entire repair flow there as well.
Get item wise repair estimate
Service technicians using Saleswah can inspect the equipment under repair and immediately generate an itemized estimate for repairs needed. What is more, he can then push the quotation to the mobile of the customer’s Simply C2 App. The customer can then pay online after approving the estimate.
When the customer pays online, the status of the ticket changes immediately to “Queued for repair” and the technician who was assigned the repair gets an alert. This saves a lot of time and effort on his part to have to check back with his accounts department.
Online payment and approval of repair estimate
The customer makes the payment from the mobile app using a highly secure payment gateway. He gets a confirmation in the app that the payment has been made. He also sees the status of the ticket has changed to “Queued for repair”. He also knows who the technician is who is handling his equipment and he can exchange messages for clarifications with him.
Messaging between the customer and technician handling the repair is simple, direct, and fruitful. It does away with the need to have someone manage the phone lines.
Once the repair is done, the technician hands it back to dispatch and the software prints out the GST invoice that accompany the shipment back to the customer- or simply hands it over to the customer and post the paid invoice in the app. The customer receives the repaired product back.
Why should you use the Saleswah CRM backend for service center management
As a manufacturer providing after-sales service, you can appreciate getting fast intimation from your clients for service-related issues. Which is what Simply C2 does. You will receive an email from the system every time there is a service request logged in your name.
Accurate information of customer location and vetted contact information in service leads
Email intimation from the Grahak Setu Platform
Every address and mobile number provided by the complainant is vetted carefully. So, you can be assured of genuine leads. Also, there is no time lag between the customer logging a complaint on our platform and this email reaching you.
Any email that comes to your inbox from a customer needs to be attended to. This is unfortunately a task requiring manual intervention. But it need not be so.
If you had a Saleswah CRM connected at the backend, the lead will get logged in the system and the customer will be sent an acknowledgment in the Simply C2 app within seconds.
Build up an installed base of equipment by site
Whether automatically – as in connected to Saleswah CRM- or manually, you will slowly build up an accurate database of equipment and the persons in charge and their location. If you did it in Saleswah, the process is automatic and over time, you can run cross-selling or upselling campaigns.
Provide the right level of support – warranty, AMC or paid
When you log service tickets and log them in the database, you will also start logging additional information like serial numbers, warranty expiry date, etc. This will help you estimate service requirements going forward and provide the right level of support as per requirements to the customer.
If you provide sales and provide support to other businesses, you can group these installations within the companies you support. And tag both the sites and contacts accordingly.
Manage spares part inventory and track usage
One massive advantage of using a service CRM like Saleswah is that you can create a spare parts list and tag each part with one or multiple pieces of equipment. Then, while repairing, you can also track the usage and send quotations and invoices for the parts used in the repair.
You can assign managers with approval roles for spares usage.
Assign to technician
When a ticket is logged in Saleswah, the first thing we need to do is to find a technician who covers that area and assign it to him.
The technician will visit and help fix the problem. Of course, if you provide support only in your service centers, then your technician will let the customer know what the correct usage is-on phone or chat. If he is unable to fix the problem on the phone, he can have the customer bring the product over (or ship it) to the service center.
Generate repair estimate
Get paid online and ticket status changes
Once the technician inspects the equipment, he knows
Alerts and notifications
Your service team gets an alert at every change in status of the ticket- and so does the customer through the mobile app.
This ensures no surprise. Everyone knows the correct status and in case of urgency, you can always send a chat message.
Receive and ship equipment back to the customer.
Once the repair is done, a GST invoice is generated from the system and emailed to the customer – also pushed to the Grahak Setu app for him to download at any time.
Benefits of Simply C2 and Saleswah together to you
Call centers are expensive- smaller companies can’t afford
Having a call center working for even 12 hours a day is a luxury only really large companies can afford. Simply C2 allows you to provide a 24/7 service call logging facility to your clients at zero cost. Even if you did not use the more advanced functionality of the Saleswah CRM, this single benefit is enough for most people to consider moving to Simply C2.
Create installed base for upselling and cross-selling
When you use Saleswah CRM service automation software at the backend, you will not only have an accurate installed base of equipment but will have rich transactions data- repairs made, maintenance done, spare parts used, and so on. This is very useful; for later on cross-selling and up-selling.
Get authenticated data for customers
Address verified by GPS
The first experience of the customer is extremely easy and takes less than a minute. Punch in your mobile number, get an OTP and you are in. Once in, you need to fill in your profile data; which includes the address – the address is prefilled by location data by using GPS coordinates. So, the customer does not have to do much.
But, you get very authentic data which later on will help your service technicians in locating the place the customer is in or your service center in shipping the repaired items back to.
Navigating to the customer site using GPS data
Customer authenticated installed base data
Since the customer is filling up the installed base data and later authenticated by your service team, this adds hugely to the accuracy of the installed base information.
Think. You currently need your customers to fill up a warranty card and mail it back. How many do, honestly? By letting your customers fill up their information by themselves, you will easily double your installed base data, at no cost.
Understand technician load and efficiency over time
Is there someone in your team who is carrying the load of the entire team? Is there someone, who needs a push? Can we find out which equipment needs a lot of repairs? Can we check if some technician’s repairs need a lot of rework?
Understand equipment failure rate over time
We have seen that within six months of starting to use the CRM, you can start building a “service profile” based on data
Spares usage stats
Spares usage is one of the key functions of a service operation that needs tracking.
Right spares availability at the right time leads to effective repairs, faster call closures, and customer delight. Spares are also a large part of expenses of the service operations and thus, Saleswah CRM devotes a lot of effort to ensure
Inventory management of spare parts
Easy indenting and approval of parts.
Easy tagging spares with equipment so that technicians find it easy to use the right parts to repair the right equipment
Track usage of parts while repairing and make it easy to tally inventory.
All updates come thru the app.
Whenever your technician and the customer need to communicate, they can simply message each other -the technician using Saleswah and the customer using the Simply C2 app can still communicate through messaging. This is on top of all system-generated updates that are sent to the customer with the Simply C2 app.
Why customers love Simply C2
Reduce dependence on the call centre
Now customers do not need to wait for a call center agent to come online, nor worry about miscommunication. Logging service calls have never been easier.
Maintain all equipment data in one place, systematically
Simply C2 will eventually do away with the need to have paper records of your purchases, the warranty cards, and need to have reminders about when the AMC will be due.
Transparent itemized estimate and ease of payment
The technician in Saleswah creates an itemized repair estimate. The quote goes to the mobile app inbox where it is seen by the customer.
He approves and makes payment from the app itself using a secure payment gateway. On the other side, the Saleswah user immediately knows that the payment is realized as the app changes the ticket status, automatically and pushes it into the rep[air workflow.
GST invoices generated from the system- no need to chase
The customer does not need to chase up his invoice. For that matter, even you don’t have to take any special efforts to create an invoice- the moment a ticket is closed, the Saleswah system generates a GST tax compliant invoice which is immediately made available in the Simply C2 app for download.
You get to see only the data of the customers that have signed up and agreed to share their data with you. You can also restrict the privilege of the customer – his ability to
2. You get to see your equipment – supplied by you- in his installed base. Other suppliers see their equipment. None of you get to see each others’ equipment.
3. Secure payment gateway to ensure risk-free payments.
The other apps from our stable that are closely related
There are three mobile apps in the Playstore that are closely related to Grahak Setu; both were built by us.
Initiative Grahak Setu– this is a customized version of the Simply C2 App; for the exclusive use of Initiative Water, Pune: a pioneer in water treatment equipment like Manual Multiport Valve, Automatic Multiport Valve, Water ATM, Dosing Pumps etc.
Saleswah CRM – That’s us; on the playstore. This app works for field sales and field support people- changing interface with the changing roles of the user: sales or service.
Urban Clap (Urban Company): how Grahak Setu is different
Why are we not trying to be another Urban Company?
For answers, you should simply look at the reviews of the app on the Playstore or on this Quora page. Just random viewing, no agenda, no filtering.
The comments highlight an issue with the model.
What did Urban Company set out to do
Urban Clap- now Urban Company– brought together all the neighborhood handymen- plumbers, electricians, hairdressers, and the like on one platform. They were trained in using the service provider app, given some coaching in upselling and cross-selling (my guess), probably personal grooming as well and that became a marketplace cum directory service. Urban Company would take a cut of all the transactions.
Urban Clap (the original name) rebranded itself as Urban Company in 2020 to focus on beauty, spa, grooming, repairs, cleaning, painting, fitness, and yoga.
The business model of Urban Company
Like Uber or Ola take a cut off cab drivers’ earnings. Though you could argue this is more like Oyo model- like Oyo takes a certain part of your monthly “inventory”, Urban Clap takes a part of your daily working hours- it gets you bookings.
This works for generic services. Like plumbing, electrician, even personal grooming (haircuts, etc). Well enough that they have grown fast and big and hardly anyone of us would have not used their services.
The services are not cheap. But, in an urban milieu, with double income families the norm, the relative security of letting someone in your home who has been vetted by a service- has worked in their favour.
Things that are problematic with the Urban Company model
Quality assurance on a grand scale- as the size of the operations increase, it has not been easy to find quality service- providers.
Also, when you repair products, access to genuine spares is required. So, you would find, in many cases, the Urban Company technician would throw up his hands and advise you to contact the manufacturer.
In a nutshell, when it involves repair of an expensive piece of equipment- be it a washing machine, TV, Fridge, Diesel Genset, Security System etc, you need to contact the manufacturer of the equipment.
This is a real story. On how a service location tracking map helped a customer do better resource planning.
Our customer runs an all-India sales and service network for machine components. And we help them run that using Saleswah CRM.
Till 2 years back, he had many service centers, all over India. Then they dwindled in numbers- as business took a hit. It’s roaring back, thankfully and they are adding them back. With one difference.
Earlier it was gut-feel. Now he can use data. Here’s what we did.
A brief background: how our location tracking mobile app works
Field service operations let their technicians use a location tracking mobile app. That is not new. Saleswah CRM mobile app has been using location tracking for the better part of the past decade. The Saleswah CRM location tracking mobile app has been used to help technicians navigate, comply with client requirements of proof of physical presence, and so on.
A year back, we introduced what was quite unique.
Grahak Setu: location tracking mobile app that lets your customer have control
We introduced Grahak Setu (Grahak- customer; Setu- bridge)- which was an app for the customers to log and track their repair requests (and do many other things, besides – read more, here). Grahak Setu works with a Saleswah CRM engine at the back.
This means that the user of Grahak Setu is a customer who needs service. And the users of Saleswah are companies and their employees who are providing post-sales service. The user of Grahak Setu does not know, about Saleswah.
Path-breaking innovations:
A simplied but secure mobile based registration and logging experience for the customers.
We allowed the customer to take control of his data- he could register, login, create his profile, add his equipment under his care to the “installed base”.
While creating his profile, using the location tracking mobile app- we made it easier for him to create his profile by querying Google Maps using his GPS co-ordinates. And, when he shared his profile with the service provider (the relevant one using a Saleswah CRM account), he shared his location- GPS co-ordinates and postal address with the company as well.
This made it easy for the service provider company to
send technicians to his site to attend to complaints
ship equipment back to him after repairs- if the repair was done at the service centre.
Over the last many months, a tremendous amount of data has come into the system, rich customer data: his installed base of equipment, warranty vs out of warranty status of his installed base. And, we have now extremely authentic service location tracking map data.
Location tracking map
The customer ran a report with the “live cases”- the open tickets and the sites.
Downloaded the .csv file which had columns like Customer Account Name, Site name, GPS location, postal address, Ticket nos, aging, and so on. Pushed the data to Google Sheets and then onto Google Maps. This is what he found.
It is clear where the installed base clusters are. So, he has important pointers about where to locate his service centers. And, since in his business installed sites are a good proxy for sales as well, he can decide on where to re-double his sales efforts.
The above is just an example of the decision-making that is going on the basis of location data. Great data, simple querying but very rich analysis, and tremendous actionable insights.
Clusters of sites of open service tickets
Sales and service on the same platform
This is another instance where having the Sales and Service CRM being part of the same tool is useful.
Saleswah CRM for Sales and Service Automation is not a new product. It has been around for a decade. For the first 3 quarters of the decade, it was a pure-play sales CRM aimed at B2B sales processes. Then onwards, it has added a very large post-sales service management functionality. We are able to configure it easily for one of three flavors: sales CRM, sales and service CRM, or service CRM.
The new SalesWah CRM for sales and service
At its heart, Saleswah is a web-based, comprehensive CRM for sales and service that allows sales, marketing, and customer support to share data and collaborate. The Saleswah of past focused on the sales process tracking and monitoring. The customer support side of Saleswah is a comprehensive field service management software as well as software for running a service (repair) center operation.
Service CRM Dashboard
User-configurable CRM for sales and service management
Both the field service and service center software are totally user-configurable—no coding required. Both can handle any type or types of product, with a large geographical spread, hundreds of users, or a multiplicity of service centers.
And, Saleswah CRM for sales and service is where they are joined at the hip. By sharing the same database, service truly starts where sales hand over.
Saleswah CRM for sales and service has one of the most powerful mobile apps for field sales and servicepeople. Location tracking, photo upload from the field, and custom forms for data from the field.
Recent enhancements in Saleswah
Sales CRM mobile app dashboard
Over the last 2 years, we have added significantly to the CRM for sales and service. Among the more important things we have done are:
Implement the entire flow from delivery to installation to warranty management, preventive maintenance, repairs, and progressing to annual maintenance contracts.
We implemented a “what next?” flow in sales, where after every activity closed (task, sending a quote, creating a deal, and so on), the salesman gets a prompt to select the next logical activity.
elaborate notifications and alerts—browser-based, app-based.
spares: indenting, usage tracking, and stock tracking.
And, we are mobile first and web first.
The significance of the changes
1. From a pure-play B2B sales and marketing automation product, we have now become a marketing, sales, and service CRM. Earlier, it was more of a profile, event logging, and process tracking tool. Saleswah does much more. It adds significant downstream processes that are post-sales but does it in a seamless manner.
2. It adds process triggers, significantly enhances the reporting capabilities, and adds some really useful dashboards.
So, it is not just an improved product—it is, in many ways, a different product.
The Simply C2 companion app to Saleswah.
The existing problems in customer service
As we have described elsewhere, call centers tend to be expensive to operate for the service provider (that is you). They also create a lot of problems for customers. Customers wait in a queue, face a language barrier in a country like India, and the process is not smooth.
After the logging of the complaint, the customers do not get updated and frequently need to call and talk to the service center.
How Simply C2 solves them
Simply C2 solves it. All service complaints can be logged from the app. The exact current status is updated in the app directly from the Saleswah backend. What’s more, detailed itemized repair estimates can be “pushed” from Saleswah to the customer using Simply C2, and he can approve and pay for the repairs directly from the app.
The Simply C2 is a free service for your customers. Please log into your admin dashboard and enable access for them. Ask them to download the latest version of Simply C2 from the playstore.
