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The Importance of Integrations in FSM

Published on Jul 1, 2021 | Blog, Integrations

Your Field Service Management (FSM) platform provides you and your teams with a high level of capability as you manage your personnel, oversee your operations, and handle resource allocation, among other tasks. But you can still go further with your FSM solution, and this is where integrations come into play.

By implementing effective integrations between your FSM and other solutions in your digital infrastructure, you are connecting with a range of benefits.

  • Data Delivery in Real-Time

Make sure everyone has the data and insight they need, precisely when they need it. Integrations support the secure transition of data in real-time.

  • Effective Communication Between Systems

You are achieving great things with your FSM platform. You are also leveraging the advantages of Enterprise Resource Planning solutions and Customer Relationship management software. This is a robust set-up for your business, but there are weak points — if you are operating a range of disparate systems, you are at risk of inefficiency at best and security breaches at worst. Support effective inter-platform communication with the right integration.

  • Seamless User Experience

Again, if your systems are disconnected and disparate, your user experience is going to suffer. If personnel are logging into multiple systems and juggling different access credentials or are even carrying out manual tasks to bridge the gap between systems, this is not good for UX. The right FSM integrations make life easier for your personnel and can reduce turnover.

  • Effective Billing and Payments

Client billing provides revenue for your business, but only if you can deliver invoices and collect payments in an efficient manner. Accurate billing relies on powerful operational monitoring, while payment statuses provide critical insight for budgeting and resource management tasks. Integrating billing and payment capabilities with your FSM platform eliminates much of the hassle of managing client payments and outstanding invoices.

 

The Solution: Seamless ERP and CRM Integrations for your FSM

The solution is a simple one, but it is highly effective. Out-of-the-box integrations between ERP, CRM, and field service management solutions immediately smooth out points of weakness and inefficiency between platforms. Easy to set up and configure, these connections enable the swift transition of data to the teams who need it most while providing direct access to financial and accounting data records.

This base level of integration can then be augmented and customized still further. Open API connectivity provides a secure and effective gateway via which auxiliary functionality can be added and managed.

 

Discover More About FieldPoint’s FSM Integrations

Here at FieldPoint, we provide FSM platforms with built-in integration with a range of different digital solutions. This gives your teams the capability to achieve efficient scheduling and quick routing, as well as implementing preventative maintenance to keep your solutions operating at their best.

IoT integration provides you with enhanced data and insight, while seamless transition enables this data to be managed and deployed in the right way. Additional agility is achieved via mobile app integration.

Reach out to our team to learn more or schedule a demo today.