Priority’s customer service module is fully integrated with your organization’s existing knowledge base, aggregated customer, sales, product and delivery data, FAQs recorded in Priority, and more, from multiple sources within your organization, and from third-party suppliers, making this information accessible to service center reps, sales teams, and other internal stakeholders. The knowledge base collates and stores this information, to provide your customers with immediate response and problem resolution.
Manage and enhance your company's interactions with its customers, with integrated support for seamless communication with your customers via a web portal, email, and instant messaging, including synchronizing emails directly from Gmail or Outlook to the appropriate service call.
With Priority‘s dedicated customer account management tools, you’ll get a holistic, real-time view of your customers, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging, and more. Priority account management provides all the tools and strategies you need to build and maintain relationships with current and potential customers.
Price Quotes & Orders
Priority’s customer service module conveniently displays product catalogs, including images, with the ability to update quotes and easily convert them into orders, bill your customers and manage received payment, including access to up-to-date customer credit information. With Priority ERP, you can view up-to-date customer ledger and aging data, and make better-informed business decisions.
Field Service Management
Priority offers comprehensive field service management tools to support offsite technicians and sales reps on-the-go, with full system functionality from any mobile device or tablet. Benefit from real-time transfer of service calls, via text message or similar, directly to field technicians, and real-time tracking of service call responses from when a technician is on route to your customer.
Field Service App
Priority supports offsite service call management via the system’s built-in BPM. Field service technicians can immediately access previous service call history with convenient Plug & Play functionality, displaying real-time information via pop-up notifications on their mobile device or tablet. Full support for opening new service calls on site, warranty handling, part replacement, attachments/photos of a damaged part, digital customer signature, GPS coordinates, and more. Easily generate field service reports including inventory management, replenishment, and opening purchase order requests for spare parts used during servicing.
With Priority ERP, you can automatically assign tasks and/or surveys for service call summary reports and contract review checklists, and access and conduct customer satisfaction surveys, including digital customer signature and service call location, from any mobile device or tablet. Easily report progress on service calls, customer-related tasks, meetings with customers, and more – all on a single platform.