Compare happisales vs ServiceMax

Summary

Happisales is an all-in-one sales management solution to manage the sales process. With a user-friendly business application, you can manage presence, goals, call records, and report customer issues. Improve sales force performance with real-time decision-making and responsive service to gain market insight. It allows sales representatives to enter their daily presence, (TASKS/DEPARTURES/MEETINGS/ TRAINING), executives define their monthly and daily goals, each customer visit will be followed with geographic locations and timestamps. In addition to these activities, it can capture notes and images. Consolidated daily reports of customer visits are sent daily to the administrator of the immediate reports. ..show more

ServiceMax is a leading asset-centric field service management software which helps companies in maximising the performance of individual assets and differentiate their services. The software offers a 360-degree view of individual assets enabling companies to enhance innovation with every product release, maximize renewals and attach rates of individual contracts. Further, enterprises also get access to contract and warranty management solution to avoid revenue leakage and enhance the growth of their service revenue in an efficient manner. It also ensures commitments of SLA are met on time and eliminate revenue losses, caused by unwarranted free work. The solution helps in the maintenance of optimal inventory listing, improvement of contract margins with renovated parts and in automating return activities. With ServiceMax’s contractor management feature, users can share information with their partners in a secured manner and also get to monitor the services undertaken by their individual partners as well. Businesses around the world are moving to ServiceMax to maintain higher productivity, higher revenue, a better user experience, safer business communications and better performance. ..show more

Analytics (Workforce) Helps you track and analyse the performance of the workforce

Attendance Management Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

Claims Management Helps to organize and keeping track of insurance claims and as such claims made by patients.

Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature A facility to capture digital signature in a secure format

Document Management Ability to store and manage various information and documents in electronic format.

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Job Scheduling Helps in allocating jobs to the right person at the right time

Offline Reporting Helps you to save the data offline and synchronize as soon the device connects to the internet

Real-time Job Tracking Allows you to view your workforce in real time and improve strategy

Reporting Sends instant status reports about the task with customer feedback

Route Optimization Determines the cost efficient route to perform the order

NA

• Quickbooks
• Salesforce
• Oracle EBS Financials
• Jira

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