WennSoft Brings Field Service Organizations a User-Focused Experience

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WennSoft Evolution® steps ahead with a Microsoft Dynamics® CRM and Microsoft Dynamics AX based solution. The release expands the functionality available including the much anticipated integration with Microsoft Dynamics AX.

WennSoft provides complete business management software for the energy, construction, mechanical contracting, specialty trades and equipment industries.
In a world where your office is at your fingertips, users are absolutely at the center of how we design products.

WennSoft announced today the global availability of release 3 (R3) for WennSoft Evolution. The release expands the functionality available including the much anticipated integration with Microsoft Dynamics AX.

WennSoft Evolution was built on the xRM framework of Microsoft Dynamics CRM specifically to address the user requirements of those who manage the complexity of doing work order and asset management.

  •     Sales, installation, maintenance and service of equipment
  • Identifying and managing the service locations, agreements, tasking and scheduling of technicians in the field
  • Quoting to invoicing seamlessly

Extending the WennSoft Evolution footprint to include Microsoft Dynamics AX ensures users can start with the functionality they need to support their business, and grow the solution as their business requirements change. Moreover, it allows customers to ensure their individual users have the tools and experiences they need to do their jobs – whatever their role.

“In a world where your office is at your fingertips, users are absolutely at the center of how we design products," says Julie West, President/COO at WennSoft. “A single solution experience across multiple devices, or interfaces, helps to ensure that every user delivers against their business objectives anytime and anyplace.”

Field technicians have the tools they need regardless of circumstance. Whether they carry one device or three, their experience has been designed to ensure that on a rooftop, in a concrete basement, or at an oil derrick - miles from anywhere, they have the information needed to do their job. They can grab their appointments and the information needed, do the work keeping the data on their device locally or transmitting it via wireless when it’s available – a true ‘store and forward’ solution. What’s more – it doesn’t matter if they want to run iOS, Windows, Android, or a combination of those devices – the solution works across operating systems. Further – their experience is native to their operating system of choice.

Dispatchers and service coordinators can graphically drag and drop appointments into the schedule to ensure customer service levels are met, and technician resourcing is optimized. Overlap appointments, book multiple tasks or segments against a single work order, and manage technician availability.

Sales and marketing team members have access anytime and anywhere through Microsoft Outlook, via the web client, or on their smartphone. Whether they’re on the road, at home or in the office, WennSoft Evolution takes advantage of all Microsoft Dynamics CRM has offer and then extends it exponentially. From campaigns, to contract renewals or warranty communications, the sales process and on-going service – they can serve and guide customers, collaborate to ensure mutual success, and smartly drive better business.

Project managers are armed in the field and in the office whether they’re focused on work order based projects and installations, or they manage complex projects - they can leverage the best of WennSoft Evolution or Microsoft Dynamics AX depending on what their role requires of them.

Back office and administrative resources have transactional power and business insights they need to make informed decisions. Insights are delivered stand-alone, integrated with Microsoft Dynamics AX, or integrated with the other solutions used in their offices today.

Why CRM?
Evolution was built on CRM because it delivers on the focus of our users – relationships. A majority of our users focus on relationships – with their customers; of schedules and tasks; of locations, assets, and equipment; of their sub-contractors, vendors and suppliers. Providing that with the market leading CRM application included only makes sense. Building a solution that can run stand-alone, integrated with AX, or another ERP – that’s truly providing choice and flexibility.

Why AX?
Microsoft Dynamics AX has the global-ready ERP attributes our Evolution customers may demand. The commitment AX has to continue delivering platform functionality for services-centric organizations makes it a strategic fit for WennSoft.

“We’ve worked with Microsoft Dynamics for almost two decades. Based on the experiences of our customers and prospects, it was critical that when we were in the design phase for WennSoft Evolution, that we built the solution based on that experience. Not all customers want to tie the decision they make in managing their sales, marketing, helpdesk, field service operations and projects to their ERP.” says WennSoft CEO, Jim Wenninger. ‘We’re committed to delivering the right innovation and tools for field service organizations that have the functionality tailored to users in their roles.”

WennSoft Evolution Availability
WennSoft Evolution is a complete operational solution for organizations focused on work order management, asset management, installation, field service and maintenance. It serves asset-centric organizations in the specialty trades, oil and gas, renewable energy, heavy construction, and manufacturing and distribution markets.

WennSoft Evolution is available today from WennSoft and WennSoft partners. Customers have the choice to deploy their entire WennSoft solutions on-premises or in the cloud. Customers can also license solutions perpetually or through a subscription model.

About WennSoft
Founded in 1995, WennSoft is a leader in providing operational solutions for organizations focused on work orders, asset management, installation, field service and maintenance across asset and equipment centric industries. WennSoft serves customers worldwide both directly and through a global network of local partners. As a Microsoft partner, the WennSoft products are Certified for Microsoft Dynamics (CfMD).

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Holly Holt
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