The power of CSDP’s services management software lies in its ability to act as stand-alone SRM © solutions or integrate with a series of flexible companion software products that are database agnostic and quick to deploy. Because it’s easy to customize to your exact service needs, you never pay for features and functionalities you don’t need.Take a look at our companion software products, and to see a demo or speak to one of our Service Relationship Management (SRM) © software consultants about what we can do for your service, please contact us at 1 (888) 741-2737.

Knowledge Management

CSDP’s Knowledge Management’s intelligent decision tree logic helps your Contact Center and field service employees or end-customers access the answers to frequently asked questions, product information sheets, service documentation and much more. Ensure consistency across your service organization with a centralized information repository. Integrated online diagnostics can also be made available for problem analysis.The Knowledge Management SRM © software can help dramatically reduce the volume of calls to your contact center or customer support lines. When an issue requires more than self-service it even prompts a service request application (Contact Center module) that auto-populate the service ticket with the information provided during the session.

Marketing

CSDP’s Marketing software supports your service sales force in their day-to-day activities, helping your in-house and and field service sales team to save time, drive sales and improve customer relationships. Now you can provide your service sales force with contract templates (like gold and platinum service levels) or grant the power to customize any details of the contract, including pricing per visit or per hour, parts discounts, meter pricing, number of units covered, response times, hours of coverage and any other specification. It’s also easy to create multiple service-level quotes on a single proposal.Your service sales team can effectively manage leads, prospects and quotes, as well as track quotes to final approval or rejection for successful service lifecycle management. Our Service Relationship Management © Marketing software’s versatile “what if” conditional modeling enables the ability to generate final contracts from approved quotes.  Reporting features include reports for sales, revenue, discount and commission.

Warranty Entitlement

Our Warranty Entitlement SRM © software can provide the framework to turn your service center into a revenue generating operation. “Cost versus revenue” reports will show where service operations are losing money by either charging too little or providing free service when not warranted. Because every organization has distinct needs and requirements, CSDP can easily customize Warranty Entitlement or any of our other modules.Your contact center and field service staff get at-a-glance details on a customer’s exact entitlement status, whether under-contract, under-warranty or out-of-coverage, enabling them to up-sell contracts during the initial call for service. Warranty Entitlement can act as a decision-making tool to help determine the most cost-effective service delivery method.

Training

CSDP’s Training SRM © Software allows you to train and assess employee skills across your organization, both locally and globally. New hires can access training modules and skill assessment tools, and you control course prerequisites and requirements as well as class schedules and locations. Get real-time details on class availability and wait lists. The Training module can even match instructors with desired skills development.Service organizations can use the SRM © Training software as a stand-alone classroom application or as an employee skills database in combination with the Call Center or Dispatch modules for effective customer service and field service management.  This software provides full course management and classroom functionality with class grading, certification requirements and certificate creation.

Contracts & Billing

Service organizations use our Contracts and Billing SRM © software to save time and increase efficiency by automating the numerous tasks that accompany a contract life cycle. Invoice customers at any desired frequency, including single-time, semi-annual, monthly, or custom billing periods. Time and material charges can be handled separately or bundled with recurring charges.Alerts ensure that your service organization never misses a contract up for review or renewal again! The Contracts and Billing software makes it simple to process and renew evergreen contracts. Highly flexible, this companion software allows for mid-term pricing adjustments and automatic billing adjustments.  Revenue and profitability reports are also provided.

Reports

CSDP provides strong analytical tools for optimizing service center operations.  Our Reporting SRM © software provides features to create failure analysis, Mean Time To Repair (MTTR), Part Usage, Down Time, and Labor Distribution reports.This companion software provides many standard reports for full business reporting, but as every client has different reporting needs, CSDP can customize reports to your exact requirements. We also have vast experience integrating with third-party reporting applications and data warehouses. Get the reports you need to make critical business decisions, faster and more effectively.

Scheduling

The Scheduling software of CSDP’s SRM uses a highly configurable ranking system to optimize the scheduling of resources and parts for your service organization. Resource Scheduling allows clients to schedule technicians depending on the combination of training, distance and parts on hand.
 
The labor forecasting and shifting function of the Scheduling software enables service organizations to accurately schedule individuals and groups based on both historic data and parameter driven rules. The Scheduling solution is designed to quickly deploy work schedules while providing the flexibility of exception based management. Automated engines identify optimal daily, weekly, and monthly shift assignments, and allow users to add, change, and delete shifts by day, week, month or any other desired time frame.

Time Tracking Software

CSDP's Time Tracking Software is an all inclusive system that controls and monitors all aspects of a company’s time and resources.

Click the link above to get a tour of the Time Sheet System.

CSDP Time Tracking provides:

• The ability to track resources:
  • By hour
  • At a project level
  • At an organizational level
• Holiday and vacation time monitoring
• Rollup reporting that allows management to see at a glance where staff is over/under allocated and where project cost and budget meet
• An easy to use and completely customizable system to fit your company’s unique requirements
• Optimization of labor for your organization
• Increased profits

This Time and Attendance Software will work as a standalone system or can also be rapidly customized for seamless integration to precisely fit your business needs and maximize ROI. As with all of our field service solutions and services management software, CSDP's Time and Attendance Software can merge with any existing legacy or enterprise systems, in addition to EDI, Web, and device-based services, and works with any and all of our other SRM software tools.

Manage your projects and resources with ease and eliminate the manual accounting stress from your business.  CSDP's Time Tracking Software will do it all for you.

Learn More

Go to our Product Tour page for a free tour of our SRM © software solution and see how it can help you improve your business service profitablity, keep your customers satisfied and loyal, drive down your company costs, and boost customer service.  To speak to one of our SRM © Inventory Control software consultants about what we can do for your company, please contact us or call 1(888) 741-2737.