Service Management Ensures High-Quality Delivery

ShareCRM integrates pre-sales and after-sales operations within the CRM. It connects internal support teams and downstream service providers to deliver a one-stop service management solution.

AI Integration on Service Management

AI Chatbot

24/7 customer support with AI-powered chatbot for timely and accurate responses.

AI Summarization

Analyze and summarize voice and text conversations for service ticket handling across teams.

AI Answer

Ask AI assistant for best answers from knowledge base.

AI Lookup

Find relevant product and historical data from CRM databases based on conversation context.

AI Preparation

Suggest necessary parts for on-site services to field workers.

AI Diagnose

Recommend technical solutions based on ticket context and data collected from past services.

Service Management Capability Overview

Multiple-Channel Service Ticketing
- Take customer inquiries and service requests from website, call center, social apps, and more.
- Provide highly efficient customer support with a knowledge base, expert assistance, and service order submission.
- Scan QR codes on devices with mobile apps to create or accept service requests.
- Dedicate support lines to VIP customers.
Flexible Service Order Assignment and Scheduling
- Centralize service order management with Gantt chart and map view.
- Optimize the resource allocation of internal teams and external vendors.
- Assign field workers manually or automatically based on predefined rules.
- Support field workers to accept, claim, transfer, or decline service orders.
Standardized On-site Service Process
- Service Level Agreement (SLA) configuration.
- A Dedicated App interface for field workers.
- Real-time recording of service procedures and operations.
- Live inventory for parts requests, usage, and returns.
- Automated cost calculation integrated with financial system.
- Customer feedback collection through QR code scanning.
Robust Equipment Management for Manufacturers
- 360° profile on each sold equipment for all product information and service history.
- Mobile inspection and reporting through scanning unique QR code on each equipment.
- Built-in inspection processes to collect accurate and reliable data.
- Smart maintenance planning based on collected data.
Multi-Dimensional Service Data Analysis
- Configurable dashboards to visualize all service data.
- Customer satisfaction analysis based on aggregated feedback data.
- Field worker performance and service cost analysis for data-driven insights and improvements.