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Combine The Power Of A CRM And A Field Service Application To Improve Productivity

Zoho CRM is one of the leading customer relationship management platforms in the world used by 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Zuper is the leading field service management startup used by 1000s of organizations worldwide and now available in the Zoho marketplace. With the Zoho CRM integration, you can now seamlessly sync your leads, deals, and contacts from Zoho CRM into Zuper and efficiently schedule, dispatch, and manage field service operations.

Automatically Sync Your Leads, Prospects, And Contacts On Zoho As Zuper Customers

With Zuper for Zoho CRM, you can now onboard your leads, prospects, and contacts from your Zoho CRM into Zuper as customers. Connect your sales and customer service teams to offer a better customer experience.
  • Enable your sales team to manage the sales funnel and convert leads into customers to drive revenue for the organization.
  • Once a deal is closed, it turns into a field service request and is picked up by the customer service team.
  • The field service team will have all the information about the customer including their preferences, service history, location, etc.

Schedule Your Zoho Deals As Service Work Orders Automatically In Zuper

Using Zuper on Zoho CRM, sales teams can automatically convert deals into service requests orders. These service requests are picked up by the customer service team to efficiently schedule and dispatch the right field workforce.
  • Pick the date and timeslot depending on the customer preference and the availability of the technicians.
  • Smart scheduling and dispatching to the right technician based on the organization preferences (location, availability, skillset, etc.)
  • Remind, notify, and alert the team to ensure they are never late for their jobs.
  • Notify your customers via SMS and emails automatically on the job status updates.

HubSpot and Zuper: A Dynamic Duo for Field Service Businesses

In this video, James Bond, Solutions Advisor from Unlimited Tech Solutions, shares valuable insights on how field service businesses can leverage Zuper’s seamless integration with HubSpot. 

Explore the full potential of Zuper and HubSpot and achieve greater efficiency by streamlining your operations! 

Track All Your Customer Service Work Orders Within Zoho CRM

Zuper simplifies your field service workflow by enabling you to track all your work orders right within Zoho CRM. Empower your field force technicians with quotations, smart scheduling, dispatching, work order management, inventory control, and invoicing.
  • Alert your team with automated notifications on job reminders, SLA violations, and critical deadlines.
  • Manage the complete lifecycle of your work orders and filter jobs based on various statuses.
  • Get real-time visibility into your workforce’s location, utilization, schedule, etc., and assign jobs accordingly.

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Work Order Management
Automate and prioritize job requests, technician schedules and dispatching all in one place for more efficient operations and improved workflows.
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Smart Scheduling
With easy-to-use drag and drop scheduling, you can assign new jobs and automatically assign based on availability, proximity, and qualifications.
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Intelligent Dispatching
Intelligent dispatching efficiently allocates jobs so that the right person is always at the right place with the right information, every time.
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Location Intelligence
Location intelligence helps you accurately track time, GPS, and mileage – saving you costs on fuel and payroll and keeping customers updated.
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Estimate Management
Create customizable estimates with a few clicks, so you can get faster decisions from the client to prioritize job opportunities on the go.
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Contract Management
Edit, search, sign, and store your contracts in one place, making it work with your jobs and assets and plan preventative maintenance tasks.
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Invoice Management

Simplify invoicing by handling service modifications, streamlining your payments, and getting paid on the field or in the office.
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Digital Payments
Start accepting credit, debit, e-checks/ACH payments online, on-mobile, or in-person, as well as through digital payment methods like Stripe.
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Customized Workflows
No-code required settings and access for the non-technical user to quickly and easily customize workflows to suit your business needs.
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Asset Management
Manage your customers asset lifecycle, automate preventive maintenance tasks, reduce costs and optimize productivity and efficiency.
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Timesheet Management
Monitor technician work hours, locations, clocking in and out, and with customizable payment plans, overtime, and project details.
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Reporting and Analytics
Run reports based on field jobs created, scheduled or finished jobs to gain instant insights on performance, productivity, and profitability.
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Industry-Leading Integrations
Zuper offers premier integrations with best-in-class CRM, service, ticketing, communications, collaboration, accounting, ERP and other apps.
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Mobile Applications
Connect your field service technicians with all tools they need to focus on what they do best, delivering exceptional customer service.
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Inventory Management
Sync your mobile stock with the warehouse and provide your field technicians with the resources they need to manage inventory on the job site.
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Get started with a free Zuper trial account and explore on your own how you can improve your field service operations, or schedule a demo today with our product experts!
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Sora Partners’ Success Story with Zuper and HubSpot

Sora Partners, specializing in point-of-sale and network services, overcame operational inefficiencies by integrating Zuper with HubSpot. This transition replaced their outdated systems, streamlining work order management and improving team collaboration. The back-office team now efficiently converts deals into work orders and dispatches jobs with ease. Technicians enjoy Zuper’s user-friendly mobile app, enhancing task management and real-time updates.

CEO Mark Scharaga stated, “Zuper’s integration with HubSpot connects everything and significantly improves our team’s efficiency.”

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Integrating Field Service with Customer Service  

Improved Communication Between the Frontline and Field Service Teams  
Enable communication between agents, back-office staff, business owners, and field technicians in one unified location without switching between platforms. This enhanced collaboration minimizes ticket reopening rates and significantly reduces the time to resolve issues.
Real-time Progress Updates
Helpdesk staff stay constantly informed about the progress in the field directly from the ticket screen. They receive instant status updates from field technicians, access job notes, and view completed task images—all within the ticket interface.  

How Does the Zuper + Freshdesk Integration Work? 

Streamline the entire service process, from initial service request to on-site service delivery. Experience easy to set up, no coding, two-way integration. Manage and sync customer and job details to Zuper from Freshdesk. All actions taken on Zuper are immediately reflected in Freshdesk ensuring consistent records between both platforms. 

Optimized Ticket-to-Job Conversion for Field Service Operations 

For every new ticket in Freshdesk, the Zuper widget embedded in the ticket screen can be used to create a field service job without users having to enter the data twice. A customer support agent can quickly check for available field technicians who have the needed skills and are in close proximity to the job site. Zuper also allows dispatchers to map the service location with the right geo coordinates and assign any required assets directly from the ticket screen. 
  • Pick the date and timeslot depending on the customer preference and the availability of the technicians.
  • Smart scheduling and dispatching to the right technician based on the organization preferences (location, availability, skillset, etc.)
  • Remind, notify, and alert the team to ensure they are never late for their jobs.
  • Notify your customers via SMS and emails automatically on the job status updates.

Real-time Field Notifications and Insights 

Field technicians easily access job details through their mobile app, enabling them to acknowledge job requests and provide updates to the agent and other stakeholders. For instance, if a technician needs to temporarily leave the site to purchase equipment, they can pause the job and resume it when they return. Logged in on the Freshdesk site, the agent receives real-time updates directly on the ticket screen, eliminating the need for manual follow-ups with the technician. The agent can also track the technician’s current location, distance to the job site, and the estimated time of arrival (ETA). 

Real-time Field Notifications and Insights 

Field technicians easily access job details through their mobile app, enabling them to acknowledge job requests and provide updates to the agent and other stakeholders. For instance, if a technician needs to temporarily leave the site to purchase equipment, they can pause the job and resume it when they return. Logged in on the Freshdesk site, the agent receives real-time updates directly on the ticket screen, eliminating the need for manual follow-ups with the technician. The agent can also track the technician’s current location, distance to the job site, and the estimated time of arrival (ETA). 

Two-Way Sync for Job Notes 

Back-office staff and technicians can swap job notes, such as task completion updates, unexpected challenges and solutions, and follow-up requirements, as well as documents like before-and-after images of completed work, contract agreements, and inventory lists. This two-way communication allows everyone involved to keep tabs on the job’s status and take prompt action to quickly resolve issues. The activities tab records each step, providing a complete job history for supervisors reviewing the job later. If a new agent or a field technician takes over the job, they already have a detailed record of progress made so far, ensuring a smooth transition. 
  • Pick the date and timeslot depending on the customer preference and the availability of the technicians.
  • Smart scheduling and dispatching to the right technician based on the organization preferences (location, availability, skillset, etc.)
  • Remind, notify, and alert the team to ensure they are never late for their jobs.
  • Notify your customers via SMS and emails automatically on the job status updates.

Customer 360: A Holistic View of All Jobs for Agents 

The Customer Page view provides the customer support agents with a comprehensive list of all jobs associated with a specific customer. Agents easily navigate between new and resolved tickets, including for enterprise customers with multiple tickets linked to a single customer. This list view also displays assets owned by the customer, service locations, and other relevant details—all on a single screen. Integrated within the Freshdesk interface, this full-page view ensures that each agent, regardless of their history with the ticket, has access to all customer-related tickets. 

Customer 360: A Holistic View of All Jobs for Agents 

The Customer Page view provides the customer support agents with a comprehensive list of all jobs associated with a specific customer. Agents easily navigate between new and resolved tickets, including for enterprise customers with multiple tickets linked to a single customer. This list view also displays assets owned by the customer, service locations, and other relevant details—all on a single screen. Integrated within the Freshdesk interface, this full-page view ensures that each agent, regardless of their history with the ticket, has access to all customer-related tickets. 

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