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( votes)We’re thrilled to announce a strategic collaboration between Catapult and Cosmos Forms that will change the way businesses manage their field service operations going forward. By combining our expertise in Dynamics 365 CRM with Cosmos Forms’ automated, mobile-first forms and workflows, we’re creating better, more effective solutions that will enable field service teams to perform at their best, no matter where they are.
Why this Partnership Matters
Field service teams often deal with outdated, manual processes and disconnected systems, resulting in overall inefficiencies and lower customer satisfaction. Our partnership ensures they will now have the tools needed to solve these issues by streamlining operations, reducing manual errors, and delivering quality service safely and efficiently.
The Key Benefits of Our Partnership
Enhanced field service: Combining Dynamics 365 CRM with Cosmos Forms’ mobile-first platform allows field service teams to capture and update data from anywhere, online or offline.
Improved efficiency & accuracy: Automated mobile workflows eliminate manual data entry errors in safety forms, work order invoices, and other administrative tasks.
Increased cost savings: Getting rid of routine paperwork, spreadsheets, and other legacy processes will reduce operational costs and save you money in the long run.
About Cosmos Forms
Cosmos Forms is a leader in business process automation. Their platform enhances operational productivity and helps organizations manage safety and quality control for field service workers. Easily integrated into Dynamics 365 CRM, Cosmos Forms offers mobile solutions that work offline and automatically sync data once an online connection is available. Core features include:
Cosmos Designer: Build and customize forms, invoices, and reports specific to your field service operations.
Cosmos Forms: Mobile-friendly forms with offline functionality that work on iOS, Android, and Windows devices.
Cosmos Reports: Create custom form reports that can be exported to Excel or PDF.
Cosmos Manager: Track and manage important business data such as equipment information, resource management, projects, and more.
Cosmos Training: Keep tabs on worker training, certifications, and job performance assessments for field service workers.
Learn More About Cosmos Forms
To read the full press release announcing our partnership with Cosmos Forms, click here.
For more details about Cosmos Forms and how it can benefit your field service business, visit our Cosmos Forms partner page.
Stay tuned for more updates on how our partnership with Cosmos Forms will uncover new opportunities and improve processes for field service businesses. If you want to learn more about how we can help your organization deliver better customer service and be more productive, let us know. We’re here to answer all your questions!
The post Catapult Joins Forces with Cosmos Forms to Deliver Streamlined, Mobile-First Dynamics 365 CRM Field Service Solutions appeared first on CRM Software Blog | Dynamics 365.
