The challenge
Field Task Automation and Contract Management for UNIFIRE with Soft1 ERP/CRM
UNIFIRE is a specialized company in the fire safety and firefighting systems sector, with a long-standing history and a primary focus on equipment maintenance, technical visits, and critical contract management.
UNIFIRE possessed valuable expertise and specialized processes developed over many years, which were at risk due to the use of an inadequate legacy software system.
- Strict and automated monitoring of maintenance contracts (expirations, renewals, SLA).
- The lack of central organization and scheduling of sales and technical visits to customers.
- The risk of data loss or delays during the transition to a modern environment, without altering their specific business processes.
The solution
DGSOFT approached the project with deep methodology (Business Analysis), implementing the following solutions in Soft1 ERP/CRM:
Contract Management Module: Configuration for automatic issuance of notifications and invoicing based on maintenance contracts.
Field Service & Visitation Scheduling: Creation of a digital plan for monitoring and controlling field operations (technicians and salespeople).
Customer 360° View: Consolidation of all customer information (history, contracts, pending issues) into a single screen.
"Their contribution to the modernization of our processes was decisive, and we unreservedly recommend them to any business seeking solutions tailored to its real needs." – UNIFIRE
Details
- CustomerUNIFIRE CYPRUS
- IndustryFire Safety / Services