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Marketing & Sales

Service


Navision Attain CRM - Service

Improve Customer Satisfaction Using Navision Attain

Service Item Management

  • Register all service items and parts, including serial numbers, contract information, component management and BOM references
  • Access the service level agreement information
  • Track all components of a service item and view their status
  • Access the service level agreement information
  • Access key business indicators on service items
  • Improve troubleshooting capabilities by providing guidelines and procedures for solving service issues

Service Order Management

  • Register after-sales issues including service and repair requests and service orders
  • Automatically generate service orders, according to the terms stipulated in the service contract
  • Enter critical information from call center or repair shop
  • Register ad hoc or one-off service orders
  • Create customers and service items on-the-fly
  • Manage equipment lent out to customers
  • Access complete history on service quotes and service orders through the Service Order Log

Service Contract Management

  • Set up agreements with customers concerning the service level to be delivered
  • Create contract quotes and contracts using templates
  • Create contract renewals and contract invoices automatically
  • Record details on service levels, response times, and discount levels of each contract
  • Enable flexible invoicing of contracts
  • Access contract profitability measurements instantly
  • Access history of each contract, including associated service items, used parts and man-hours

Planning and Dispatching

  • Assign personnel to work orders
  • Assign service personnel and field technicians according to availability and skills
  • Gain an overview of service load levels and service task prioritizations
  • Handle task escalations efficiently

Job Scheduling

  • Automatically perform service-oriented tasks
  • Perform automatic periodic checks, open service orders, and print them as a report

System Requirements

Navision Attain supports graphical 32-bit technology and genuine client/server, multi-tasking environments. The following operating systems are supported:

  • Client 32-bit: Windows 2000, Windows NT and Windows 98
  • Server 32-bit: Windows 2000, Windows NT, Windows 98, HP UX, IBM AIX, SINIX

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