Zuper + Zoho – Connecting sales and customer service for Field Service Industries

Empower your sales team with Zuper Field Service Management on Zoho CRM to instantly convert deals into service requests.

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Combine the power of a CRM and a Field Service Application to improve productivity

The integration between Zoho CRM and Zuper Field Workforce Management enables organizations to seamlessly sync their leads, deals, and contacts from Zoho into ZuperField Service Industries can now efficiently schedule, dispatch, and manage their field operations.

Automatically sync your leads, prospects, and contacts on Zoho as Zuper customers

With Zuper for Zoho CRMyou 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.

  1. Enable your sales team to manage the sales funnel and convert leads into customers to drive revenue for the organization. 
  2. Once a deal is closed, it turns into a field service request and is picked up by the customer service team. 
  3. The field service team will have all the information about the customer including their preferences, service history, location, etc. 
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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.

  1. Pick the date and timeslot depending on the customer preference and the availability of the technicians. 
  2. Smart scheduling and dispatching to the right technician based on the organization preferences (location, availability, skillset, etc.) 
  3. Remind, notify, and alert the team to ensure they are never late for their jobs. 
  4. Notify your customers via SMS and emails automatically on the job status updates. 

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.

  1. Alert your team with automated notifications on job reminders, SLA violations, and critical deadlines. 
  2. Manage the complete lifecycle of your work orders and filter jobs based on various statuses. 
  3. Get real-time visibility into your workforce’s location, utilization, schedule, etc., and assign jobs accordingly.
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Delight customers with Zuper and Zoho

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    Scheduling and Dispatching

    Plan your day, week, or month in advance with smart scheduling. Intelligent dispatching is powered with AI-based allocation.

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    Asset Management

    Manage all your assets in a single location. Enable your field team to collect data on assets from anywhere on their mobile device.

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    Work Order Management

    Manage the full life cycle of the work orders efficiently and reliably. Dispatch the right person to the job at the right time every time.

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    Quotations

    Empower your field force or back-office to create estimates from anywhere and convert them into jobs with just a click.

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    Create and manage the life cycle of your service level contracts and maintenance schedules with configurable workflows.

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    Ensure efficient dispatching with real-time location tracking of your field force team thus improving team productivity.

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    Empower your team to generate invoices and share them digitally with customers. Collect payments in-person or virtually in a hassle-free manner.

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    Get business 360 for real-time insights into your KPIs. Optimize your operations by making data-driven decisions.

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