
WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.
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Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions.
Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical.
The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time.
Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.
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Map My Customers
The new way to manage field data and your sales team. We are the tool specifically designed for outside sales. Map My Customers improves field productivity and uncovers team activity wherever you are.
Visualize Sales Opportunities:
Easily assign territories to sales reps. - Automatically distribute leads and customers using your CRM or spreadsheets
Strategically visualize which accounts or geographic areas are performing best in sales and heat mapping
Target More of the Right Prospects
Our mobile lead generator allows you to find sales opportunities in your area while on the move.
- Search for customers by product, salesperson, or territory.
Personalize the prospecting of your sales team with sales funnel visualization.
Automate Everyday Sales Tasks
Smart Routing optimizes route planning and mapping. Sales teams save an average of 30% on fuel costs and 1-2 days in windshield time each month.
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Ascent360
Ascent360 serves as a robust customer database platform that efficiently merges various data sources, offering a thorough 360-degree perspective of your clientele, which empowers you to design and implement precision-targeted marketing initiatives. Featuring a user-friendly drag-and-drop segmentation tool, our platform enables marketers to swiftly create lists and launch campaigns within just minutes. The software effortlessly connects with your existing systems, consolidating your data into a unified cloud-based customer database. Through customer analytics and predictive modeling techniques, including RFM, lifetime value, and customer-to-prospect ratios, valuable insights are generated to inform your marketing decisions. Additionally, our customer segmentation capabilities, alongside third-party integrations, simplify the process of crafting and executing omni-channel campaigns, ensuring effective communication with both customers and prospects alike. This holistic approach not only enhances marketing efficiency but also drives better engagement and results.
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