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Scheduling Services

Helping your company reduce inefficiencies while improving customer service

Microsoft CRM 3.0 includes a built-in Service Scheduling and dispatch system that provides a centralized, consolidated view of your professional service workers' calendars and schedules. Your service dispatcher and service delivery staff can use the Service Scheduling functionality to easily search for available time slots, specialized talents, and capital resources (such as trucks) and to promptly schedule service appointments for customers. Microsoft CRM 3.0 helps you reduce resource inefficiencies and deliver prompt, accurate service to customers, strengthening customer satisfaction.

Scheduling appointments right the first time

For many businesses, a high priority of customer service is effectively scheduling service appointments. Doctor and dentist offices, tax services, electricians, and many other businesses need an automated, efficient way to track resource availability and plan for staffing needs. Businesses such as these need to understand what resources are required for each service and when those resources are available. And, of course, your customers want service that is on time and on target. A service appointment gone wrong can damage your standing with customers.

 Microsoft CRM

Business benefits of Service Scheduling in Microsoft CRM

 
  • Automate service scheduling and centralize dispatching of resources and services
 
  • Enhance productivity, optimise resource usage, and lower operational costs
 
  • Improve customer satisfaction with timely delivery of accurate services
 
  • Meet response time commitments and avoid penalties
 
  • Keep customers informed by setting initial expectations and keeping them apprised of scheduling updates if circumstances change
 
  • Adjust resource assignments in real time to meet high priority requests

With Service Scheduling in Microsoft CRM, you can centralize and automate scheduling, simplifying the work involved in booking appointments and improving service delivery to customers. One more way Microsoft CRM helps you get closer to customers and work more efficiently.