Name: ExpandIT Service Portal
Author: ExpandIT

Communications Outsourcing

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Batch Management Software

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Corporate Learning Management

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HTML Editors

High Availability Cluster

IT Asset Management

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Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Phishing Detection and Response

Remote Monitoring and Management

Software Defined Storage (SDS)

System Monitoring

Traffic Switching

Unified Endpoint Management (UEM)

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Graphics

Headless CMS

Market Intelligence

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

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Marketing

Project Management

Writing and Proofreading Tools

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Customer Relationship Management (CRM)

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Retail Analytics

Vertical-Specific

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Document Locator

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Microsoft Dynamics 365 Business Central

The ExpandIT Service Portal is a robust platform designed to facilitate collaboration between dispatchers, field technicians, and end-customers. It caters to small to large-sized companies across industries such as manufacturing, construction, facilities management, and equipment servicing. This solution is tailored to the needs of field service technicians, dispatchers, service management professionals, and customer service representatives, offering them a tool to streamline operations and enhance customer satisfaction.

## Key Features

**Customer Collaboration with Service Management**: The ExpandIT Service Portal enables improved collaboration among dispatchers, field technicians, and end-customers. It provides instant access to messages, pictures, documents, and reports. Customers can generate digital work orders, confirm availability, schedule visits, and access the same information as sales representatives. The portal integrates B2B logic, including ledger entries and credit card payments, to ensure comprehensive customer collaboration data management within Microsoft ERP systems.

**Document Work Order History**: The ExpandIT Service Portal allows customers and technicians to view the complete history of work orders associated with individual service items. Authorized users have access to up-to-date information on work types, materials used, serviced items, service certificates, and more. They can also access upcoming services and retrieve accounting data, such as ledgers and invoices. The portal seamlessly synchronizes with live ERP data, ensuring accuracy and real-time availability of information.

**Content Management System**: The ExpandIT Service Portal includes its own Content Management System (CMS), providing users with complete control over content and user management. The CMS allows for a combination of ERP system content and user input. Administrators can easily manage and update content within the portal, while also customizing user access and permissions. The CMS offers flexibility in content management and organization, delivering a seamless user experience.

**Integration with Microsoft Dynamics ERP Systems**: The ExpandIT Service Portal seamlessly integrates with Microsoft Dynamics ERP systems, ensuring consistency and accuracy of information and data. Real-time synchronization of data between the portal and the ERP system enables smooth transfer of service orders, consumables, spare parts, and more. The integration streamlines processes and eliminates manual data entry, enhancing overall efficiency.

**Maximized Productivity and Reduced Administration Costs**: The ExpandIT Service Portal integrates with ExpandIT Resource Planning and ExpandIT Field Service, maximizing productivity and reducing administration costs. By connecting key systems, the portal eliminates duplicate data entry and automates processes. Field technicians can access and update information on the go, reducing paperwork and administrative tasks. The portal enables efficient resource planning and scheduling, optimizing service delivery and minimizing downtime.

ExpandIT Service Portal is a platform that encompasses all interaction with the customer, from ordering services, consumables and spare parts to seeing all information about service items, upcoming or previous work orders, documents, photos etc. It is fully integrated with Microsoft Dynamics ERP systems, sharing important information and data. The portal also integrates ExpandIT Resource Planning and ExpandIT Field Service, allowing for maximized productivity and substantial reduction of administration costs.

The ExpandIT Service Portal has its own Content Management System, which allows for full control over content and users. It allows for a combination between content from the ERP system (products, prices, etc), and user input.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

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Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

ExpandIT Service Portal

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

ExpandIT

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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ExpandIT Service Portal

Overview

What is ExpandIT Service Portal?