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

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.

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.

Delight Customers With Zuper And Zendesk

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 More From Zuper

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Connect Your Sales, Services and Support with Field Services for Exceptional Customer Experience. Zuper’s leading field service management solution empowers growing businesses by providing a seamless customer and services experience.

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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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