What is the difference between Service CRM and field service management?
Both service CRM and field service management software are automation tools. But how do they differ from each other? We’ll discuss it in this blog post!
As companies plan to optimize their business workflows, it is common that they find themselves in a dilemma of choosing the right software. Companies often get confused between field service management software and CRM software. Are you also on the same page? Worry not! Find out the difference between CRM and field force management software in this blog post.
What Is Customer Relationship Management Software?
Customer relationship management is an innovative business strategy that helps businesses improve profitability, and promote cost savings and faster application processing time. It is a comprehensive tool to centre all business workflows around the customer’s needs and preferences.
In other words, customer relationship management software is a tool that simplifies business strategies, procedures, resources, and methods to satisfy customer needs. When companies implement CRM software for field operations, it creates a unified environment to attract new customers and foster healthy relationships with existing ones.
What Is Field Service Management Software?
Automated field service management software is also an administration tool for businesses. However, it focuses on broad aspects to boost the operational efficiency of a business. It is a holistic solution where companies can manage employees, users, orders, departments, and products which are located remotely.
With this great automation tool, companies can improve workforce efficiency while promoting overall business growth. The software operates through various tools that include:
- Task management system
- Order management software
- Attendance and leave management software
- Expense management system
- Payroll management solution
- Real-time monitoring software
- Communication tools
- Auto generated reports
Difference Between Service CRM and Field Service Management
The table below highlights the difference between customer relationship management service and field service operations.
| Service CRM | Field Service Management System |
| Collect all the customer’s information to create a communication flow that consistently monitors and manages the customer needs. | Automate field force operations that enable remote employees to spend their time more efficiently and perform their jobs with sincerity. |
| CRM for field services enables companies to make better sales projections by helping them track all communications with a lead or customer. CRM allows the sales team to do cross-selling to existing customers. | It closely monitors the productivity of field employees. Provides accurate insights into target vs. achievements and the total time taken to complete the tasks. It allows the management to improve their workforce productivity. |
| CRM services enable companies to increase sales by boosting customer relationships. It provides the necessary tools to create a sales strategy, automate customer support, and manage the customer database on a single platform. | Field service operations simplify the overall business workflows. Field Service helps you promote customer satisfaction and gain their trust by providing them with more information. It ensures work transparency and real-time communication with customers. |
| CRM service tool helps businesses manage client communication efficiently. The companies can enter all the client’s details into the CRM system, which creates a ‘client profile’. As a result, this information helps the sales team to understand the needs of the client better, determine future trends, and increase sales. | Field service management software automates field service operations, enables companies to monitor and manage employee performance, efficient staffing, and analyzing customer details. |
| It allows businesses to manage sales updates by integrating with contact management and sales management systems. | It helps in tracking team performance related to field jobs. |
Conclusion
In conclusion, service CRM and field service management software are automation tools that enable businesses to foster healthy relationships with customers. While service CRM only elevates sales management, field service management software also helps businesses manage remote employees.
TrackoField provides one of the best field force management software for businesses. Whether you are from the publishing or the healthcare and construction industry, the software optimizes business operations for everyone. Want to try its features and functionality? Wait no more! Book your free trial now.
