The Asset Tracking application works in the CRM interface to manage customer equipment, machinery, hardware, property and other assets.
Using CRM, users are able to review the history of each item, save new assets on an account and schedule repairs or maintenance issues from a central location via a web browser, mobile or desktop client.
Asset management tools for CRM enable organisations to:
- Track the details and locations of their assets that have been sold or leased to clients
- Record shipping information
- Track usage statistics for resources like photocopiers and vehicles
- Manage the warranties, contract agreements and renewals relating to these assets
- Log the history of maintenance and repair work carried out and assess when future work or upgrades is required
- Send renewal reminder for warranties, contract, and support
- Trigger alerts for asset agreements and contracts due to expire
Asset management features can include:
- Asset lists that feature simple and advanced search criteria
- Field and record level security that control how the module is accessed
- Filters that instantly apply saved searches
- Courier barcode tracking on shipped items
Asset reports can include:
- Analysis of assets, warranty / support expiry data and assets assigned to customer
- Total maintenance costs by asset manufacturer & model
- Forecasted warranty and contract renewal rates
- Which assets will require maintenance / repair work or upgrading in the next 30, 60, 90 days
