CX Cards for Field Service

Enhance Your Field Service Operations with CX Cards for Microsoft Dynamics

Take your field service management to the next level by integrating CX Cards into Microsoft Dynamics Field Service. Automatically trigger Email or SMS surveys at key moments in the service process—such as after a work order is completed or an appointment is scheduled—allowing you to capture real-time feedback from your customers. With these insights, you can gauge satisfaction, identify potential service issues, and continuously improve your field service performance.

CX Cards empower your field technicians and service teams to act on feedback immediately. Survey results can be used to update work order statuses, escalate unresolved issues, or trigger follow-up actions. This real-time feedback loop ensures that your teams can proactively address concerns, enhancing both customer satisfaction and operational efficiency. Get started with CX Cards in Microsoft Dynamics Field Service and elevate your service delivery today.

Key Features for Microsoft Dynamics Field Service:

• Survey Triggers for Service Events: Automatically send surveys at critical touchpoints, such as after a technician visit, when a service is completed, or following a customer appointment, ensuring you capture feedback when it’s most relevant.

• Customizable Survey Triggers: Tailor surveys to be sent based on specific conditions—like following up on high-priority work orders or asking for feedback after recurring service visits—to gather detailed insights that help you optimize your service.

• Real-Time Feedback and Actions: Use customer feedback to update service records, modify work order priorities, or trigger workflows to resolve outstanding issues—all in real time to ensure timely service improvements.

• Role-Specific Surveys for Field Technicians and Clients: Customize surveys for different recipients, such as field technicians, supervisors, or clients, to ensure feedback is gathered from all perspectives in the service process.

• Microsoft Teams Integration for Service Collaboration: Share survey feedback and updates directly in Microsoft Teams, allowing your field service teams to collaborate quickly on resolving customer issues and improving service quality.

• Comprehensive Data Management: Store and analyze survey responses within Microsoft Dynamics, enabling your field service teams to review customer feedback and continuously refine their service approach.

Improve Your Field Service Metrics
Monitor essential metrics such as Customer Satisfaction (CSAT), Customer Effort Score (CES), and Net Promoter Score (NPS) to track the performance of your field service teams. Use CX Cards’ analytics tools to spot trends, reduce service delays, and increase first-time fix rates.

Get Started with CX Cards for Microsoft Dynamics Field Service
Integrate CX Cards with Microsoft Dynamics Field Service and start capturing actionable customer feedback. Contact us today to configure your Surveyapp account and boost your service delivery and customer satisfaction.