Why and how to integrate IFS Field Service Management software with popular CRM software


Usually, field service management (FSM) software should be integrated with customer relationship management (CRM) because both use customer information. This ensures a customer’s needs and expectations can be addressed regardless of whether they are interacting with a CRM user, a field service technician or someone else in the service organization.

In this white paper, we will answer questions such as:

  • How does field service management software seamlessly integrate with Microsoft Dynamics 365 for CRM and Salesforce?
  • How does IFS Field Service Management facilitate integration while mitigating project risk and cost?
  • What decisions do we need to make as we plan an integration to get a fast ROI on our integration between field service and CRM?

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