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Leverage CRM to Improve Customer Satisfaction in Field Service


Customer satisfaction is important for any aspect of an organization. Building the framework to deliver the benefits of your products and services enhances the potential for future business. For a company that also services its products or for a field service provider, leveraging CRM can have an impact on the quality of service delivered. The following ideas offer ways to leverage CRM to improve customer satisfaction in field service.


Personalize product and service delivery. Having customer preferences and service history documented allows businesses to tailor services to customers. This can include service reminders, appointment scheduling, and targeted marketing campaigns. The level of personalization improves customer satisfaction but it will also increase customer loyalty in the long run.


Optimize scheduling and dispatching. A very effective use of CRM software is to schedule appointments, dispatch technicians, and allocate resources. Visibility and control of these aspects of service lead to shorter issue response times and on-time service delivery. Again, the result is a happy customer with a willingness to go the distance with a good vendor.

Use CRM to track service delivery and customer feedback. Sharing service information with the sales and marketing teams is a door opener to continued discussion and opportunities. Customer feedback will lead to improvements and innovation. It can also help make data-driven decisions to optimize operations which can include monitoring service completion rates, tracking satisfaction levels, and opportunities to upsell or cross-sell services.

Leverage CRM tools to enhance business communication with email and SMS. By sharing with the team of service providers company can keep customers informed of service status and updates and inspire promotions and discounts. Becoming a trusted advisor leads to building loyalty, all with the purpose of increasing customer satisfaction.


By tracking customer interactions and service history, businesses can easily access this information and use it to improve service delivery. Things like customer preferences, and previous service requests, may lead to acquiring a larger share of the customer’s wallet.


Endowance Solutions has worked with many companies to integrate Salesforce CRM with service and ERP to improve overall customer satisfaction. Personalizing service delivery, scheduling, and dispatching will enhance communication, and ultimately drive business growth.

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