coresystems ag

coresuite mobile service

The service representative is supported by service checklists and records time and material consumption on-site.

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coresuite mobile service

Your benefits:

All the functions of coresuite mobile CRM

Recording of new service calls

Status of open service calls

Recording of materials used by the deployment

Time recording for service calls

Support through service checklists

coresuite mobile service provides the field staff a mobile system which simplifies the administrative process greatly.
This app gives you access to contact and billing addresses, protocols of purchase, outstanding invoices, orders and general business partner information. Through the allocation of new service calls from the office staff, service employees can be easily assigned.

Reports & Dashboards

Stay up to date with the financial status of your company!

The dashboards are graphical analyses, providing you with clear and quick information on current company figures. Continuous synchronization with your ERP means that the graphics are always up-to-date.

Service Calls

Improved Customer Service through more efficient personnel planning!

When the office receives a service call, it can be assigned directly to a service representative. The service representative receives immediate information about the business partner, the contact person, the address and the detailed information of the service call. With coresuite mobile service, service calls can also be created and you can start simultaneously with the booking of services.

Business Partner

View current business partner data at a glance and be closer to your customers!

All useful data on your Business Partners is displayed on your mobile device. A quick glance gives you an overview of the distribution of responsibilities in the company and enables you to view information such as addresses, telephone numbers, current sales figures, open invoices, past activities and much more. If the business partner of the company are very complex it is possible to define which user can see which entries.

Alerts

Define what makes a warning necessary!

Don’t miss alert messages from your ERP system anymore. You can have messages sent to you triggered by default, or you can define them in advance. For example, if an important customer places an order, you will be informed automatically.

Sales Activities

Integrated calendar, synchronized tasks and individual route planning!

coresuite mobile simplifies target-oriented planning, budget-optimized control as well as the result pursuance of marketing and sales activities. In addition, this app provides the field service representative with relevant information such as appointments, contact data, visit histories as well as specific marketing campaigns.

Follow-Up Activities

Pass on information!

This function allows you to note options, information or problems of a customer. You can categorize this information. After the synchronization, this data is stored in the master data of the corresponding business partner and can be viewed by every ERP user.

Worktime

Record working times on your mobile device!

Enter your clock-on and clock-off times in your iPhone, so that you can always have a clear overview of your current working time. This table is synchronized with your internal ERP system.

Geo Location / Map

Information directly on the map!

Geo-location allows you to display customer contact data directly on the map. You can also see where your colleagues are, or which customers are near your location. When starting the app and the function "send location" is activated, coresuite mobile automatically send your location to the coresuite cloud, and your position is immediately visible on the coresuite map. This app is also available as widget in your SAP Cockpit. The link to the navigation app from TomTom ® enables easy to be led to a business partner.

Items & Stock

Current warehouse stock levels always at your disposal!

With this coresuite mobile service function you can view the current warehouse stock level at any time. You can access current stock lists and if you debit items and products, they are being automatically deducted from the stock list. In this way you can always see which items are available and will always have an updated product list. In the event that your product catalog contains many items which are not relevant for the activity you are performing, you can define which products are displayed and which not. This simplifies the navigation on the device.

Leads

Enter a lead after a meeting, no matter where you are!

If you are at a meeting and have new sales potentials for your company, you can simply enter them on your mobile device. By the automatic synchronization, a new customer file will be generated in your ERP under "Prospective Customer".

Opportunities

Do not miss any opportunities!

Create opportunities right then when they occur. This coresuite mobile CRM function allows you to view every opportunity which has been created. In addition, new opportunities can be created fast and easily and transferred to your internal ERP.

Status

Who's doing what, where and when!

Inform your colleagues and the office of your status. Or find out the status of your colleagues. For example, if you work on a service call, it is displayed automatically in your status, so that everyone is aware of what you are currently working on.

Approvals

Approve requests even when outside the office!

This function allows the approval processes comply with permits. Thus the person responsible can participate in the process even if it is outside the office. Thanks to coresuite mobile as Manager you get an overview of the Invoice, Order, etc. and can grant or reject the Request in an easy way. The back office receives the decision after the synchronization and can continue their work without delay.

Employees

Process optimization through internal contacts!

This HR function allows you to contact your colleagues at any time and from any place. You can make calls or send e-mails directly from the app. Information about their position is visible, as well as information on the projects and customers managed by the respective colleague.

Efforts and Timesheet

Save time by quick and simple time recording on your mobile device!

Record your efforts on the go on your mobile device and at the same time keep your customers up to date. This time recording function is synchronized with coresuite time (AddOn) in your ERP system. In addition, time recording on your mobile device can provide you with a current overview of your total working hours. The expense- efforts and time recording is possible on service calls, purchase orders, activities and business partners.

Important Information

Please note that the coresuite mobile apps have various functions, which are not supported by all ERP's or devices equally. Check out the feature overview seperated into the different ERP systems.

Interaction with coresuite time

We also want to point out that the use of the full functions of coresuite mobile service need the installed add-on coresuite time in your ERP installation.

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