Sage X3 is a very vast and versatile ERP. In addition to normal Finance, Sales, Purchase, Inventory and Manufacturing functions, there is a very important and useful CRM function.
In this function, we not only have a repository of service requests but also have their related functions of appointments, employee details who have serviced a particular request and the consumptions associated with it. There is also a solutions function where resolved solutions for a particular service request can be maintained. In fact, we also have a facility to maintain the skill set required to implement this solution. It also has a keyword feature which when used properly, will assist greatly in searching the required solution.
All this is already present in standard Sage X3 system which can be configured so that the maximum benefit can be derived out of the system. In fact, this database can then be linked to an external client like internet browsers from where data can be fetched easily. Using browsers to view data can also enhance security of an entire system as no one would be able to change data already entered into a system.
This will help an organization to improve efficiency while dealing with service requests as numerous solutions would already be documented. There would also be a ready database of the same along with required skill sets of a person implementing the solution.
Process recommended here would be a planning manager which after receiving a service request would search the words in the search panel and see if a solution is already present for a particular job or not. If yes, then along with solution she will also come to know details about required parts and skill sets for the same so as to handle request correctly. Based on the above solution, planning manager would appoint required person to handle the service request. A link with solution can also be mailed to the concern person dealing with that request.
Now the person dealing with the request can easily visit to the client place and resolve problem in the first instance itself thereby leading to better turn-around times.
If you are looking for tailor made features to enhance your Sage X3 functionality and experience for your industry, Greytrix would be your right choice.
About Us
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento Ecommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.
For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.