Why Choose Unite 365?

Because it is one of the only fully integrated systems in the market!

Unite 365 is a customised solution developed specifically for the service management industry. Developed by Xperience, it is powered by Microsoft Dynamics Business Central.

Unite 365 offers functionality to businesses that would benefit from a fully integrated CRM, job and service management system, supporting each department across your organisation and helping to improve your businesses day to day requirements.

One platform to manage all your needs

Unite 365 takes care of your CRM and ERP needs and allows you to take back control of your business requirements.

Unite 365 provides a range of benefits and functionality:

  • A single system to run your business
  • Functionality to support each department and team
  • Built on Microsoft Dynamics 365 Business Central
  • Affordable per user/ per month pricing
  • Fast implementation
  • Accessible from PC, tablet or smartphone, anytime, anywhere

Unite 365 supports each department across the business, from your Managing Director right through to your field engineers.

Our customised solution helps to support key roles across the organisation to ensure that they achieve their strategic objectives.

Managing Director/CEO

As the strategic driver of the business the MD has total responsibility for the performance of the company. They need to make sure that their employees have the right tools and systems to allow them to do their jobs efficiently and effectively. Efficiency is imperative so streamlining workflows and increasing overall productivity is vital. Transparency, visibility and control over the business is important to secure its future.

Contract Manager

Responsible for the contract renewal process for customers, contract managers need real time information on contracts that are due for renewal including call volumes and contract profitability. Access to this information ensures that the contract manager can negotiate the best deal for the company and its customers and arrange for contract documentation and invoicing to be issued in efficiently.

Sales Manager

Responsible for driving revenue and the growth of our business, the sales manager is constantly under pressure to hit the numbers Their role includes analysing sales, monitoring team performance, creating and implementing sales strategies, and presenting realistic forecasts to senior management. Good pipeline visibility and accurate, real-time insights on sales quotes and team performance are imperative for securing the future of the business.

Sales Team Member

The sales team member’s role includes identifying and selling to prospects. They need to build relationships quickly and develop long-lasting customer relationships whilst maintaining excellent customer satisfaction. Managing opportunities, preparing estimates and preparing quotations are key system-based tasks. They require accurate and real-time information to drive growth in revenue for our business.

Stock and Warehouse Manager

Stock and warehouse managers are responsible for managing service engineers van stock, ensuring that they have the items that they use on a regular basis and replenishing the stock that they hold. Planning, coordinating and monitoring stock and purchase order requirements and that parts needed for future jobs are available and in line with the scheduling team’s agenda is a vital part of the. Their role is to manage stock effectively to avoid project or service call delays which is dependent on complete visibility of all stock including parts in the warehouse with engineers and on order with suppliers.

Finance Manager

The finance manager is responsible for managing overheads and cashflow to improve margins and grow the business profitability. It is critical to have a complete overview of finances at every point of the sales, service and contract cycle. They need to deliver ongoing improvements in processing speeds and minimise incorrect data entry to minimise late payments.

Installation/ Service Engineer

Installation/service engineers are responsible for the installation, repair and maintenance services on-site. Typically, the main point of contact with customers they work remotely with limited access to data and technology, so access to a comprehensive and functional mobile device that can give real-time information on customers, and the equipment they have installed is essential. A solution that allows them to produce job reports, health and safety checks and raise PO’s with ease is essential.

Why Choose Us?

Empower your customers with a bespoke system

Unite 365 gives your customers control and comfort with an easy access portal. Within the portal, your customers can log calls, review call history and plan upcoming calls. React faster with real time response and reactive maintenance for all your client’s needs.

Mobile Software for Field Staff collaboration

Maintain a fully integrated and collaborative team and make sure all your field staff and connected, wherever they are. Unite 365 ensures your field engineers have the right tools to:

  • Send, install and service jobs directly to the engineers out in the field
  • Provide detailed tasks for your engineers to complete and manage
  • Log all their information and work completed including surveys
  • Complete health and safety risk assessments
  • Raise purchase orders manage all stock purchased from 3rd party retailers
  • Document pre and post work with photos and annotations
  • Capture customer signatures electronically
  • Stay connected with head office, receiving all information in real time

Intelligent Partnerships with Xperience

It’s important to invest in a product that can help your business, but also a partner. Our in-depth approach, industry expertise and partnerships make us stand out from the crowd. Xperience is an IT Solutions specialist based throughout three locations in the UK, Lisburn, Glasgow and Peterborough.

We are a Microsoft Gold Partner who specialise in CRM, ERP, Cloud and IT services. Our team specialises in Microsoft Dynamics 365 Business Central, providing solutions for construction, contracting and service management businesses.

If you’re interested in improving your business functions with Unite 365, or maybe you would like more information? Get in touch for a chat and find out how our team of experts can help improve your business.

Adele Ibhadon – [email protected]