Customer Portal customer-icon

Customer Management

Planon Customer Management is one of the four capabilities in Planon Universe for Service Providers.

The Customer Management solution gives your customers easy access to a one-stop-shop portal to order services, enter special requests and to interact with your organisation. Through full process integration with your back office, this drives faster and more efficient processing and improves the quality of your services.

Customers have real-time web access to status updates, reports and KPI dashboards. This reduces communication overhead and gives full transparency of service levels, operational performance and contractual agreements.

This solution enables you to on-board new customers fast, deploy new services easily, and grow your business with increased customer satisfaction and retention.

‘The ROI provided to clients is now undeniable, and can be quantified project by project. Clients are all impressed by the performance and value the unique combination of ease of use and complexity of tasks performed brings.’

Christophe Carlier - Head of Business Solution Department at Bouygues Energies & Services after a 2009 implementation of Planon Universe

Give customers easy access to your services

Give customers easy access to your services

With this solution, customers can access services anytime simply via the web or a mobile device. Easy to use and configurable forms ensure an intuitive user experience and fast input of any service request, maintenance call or special need. According to the agreed customer contracts, service catalogues, portal content and workflows are configured and authorised.     

Demonstrate transparency with reports and KPIs

Demonstrate transparency with reports and KPIs

Customers expect accurate insight into performance, budgets, costs, quality and much more. This solution presents status updates, reports, service level analysis and graphical KPI’s on a real-time basis and in the language of the customer. All reports are deployed via the portal and can be tuned or extended towards specific customer needs.

Manage special requests and increase speed of billing

Manage special requests and increase speed of billing

Customers can easily view their actual contracts and, in the case of additional or special services, use the portal for new proposal requests. Automated workflows ensure you respond quickly and customers can approve your quotes via the portal.

Learn more about Planon Universe for Service Providers

Brochures | 14/11/2017
Brochure - Planon Universe for Service Providers

Planon Universe for Service Providers accelerates your business with targeted software that makes service offering, planning, execution, monitoring and billing more efficient, scalable and transparent with extensive process automation and seamless integration. 

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Articles & White Papers | 07/09/2018
Research - Disruptive information technology trends affecting the facility management service provider industry

In a joint research report with Panorama, Planon discusses the disruptive technology trends in the service provider industry and our insights into the future. 

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Webinars & videos | 08/11/2018
Webinar - Enabling End-User Success

Watch Jeffrey Scott Saunders, Director of the CIFS, discuss the role of Integrated Facility Management in enabling end-user success. 55:13 

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