TargetCRM implementation

Apollo Inffratech: Giving equipment service a structured path from request to approval.

Apollo Inffratech needed a connected operational workflow for equipment service, warranty and AMC rules, multi-company approvals and SAP handovers.

Product implemented: TargetCRM
Delivery partner: Excellence Consultancy Services

Explore TargetCRM solutions

Implementation workflow Illustration
01 Log the service request
02 Check asset and entitlement
03 Assign and perform service
04 Approve claims and synchronise with SAP

Customer-specific configuration, not a standard-feature guarantee.

The business challenge

Service teams needed asset context and entitlement checks, while zone-based assignment, expense approvals and reporting crossed companies and roles.

Industry: Concrete-construction and infrastructure equipment

What ECS implemented

Asset-aware service

Equipment records and customer-specific warranty and AMC rules supported service handling.

Assignment and approvals

Company and zone-based assignment, role-based actions and service expense approval workflows.

Operational reporting and SAP

Management reporting and agreed SAP integration for approved financial handovers.

Reported operational improvements

Operational control

More structured handling of service requests and approval responsibilities.

Service visibility

Clearer visibility into assets, ticket progress and service activity.

Financial transparency

A documented path for expense approvals and financial handovers.

Qualitative outcomes described in the customer case study. No quantified ROI or performance uplift is claimed.

Customer feedback

“It was a wonderful experience working with the team at Excellence Consultancy Services.”

Kaushil Patel · Assistant Manager, Service & Spares · Apollo Inffratech

Excerpt from the customer case study.

Planning a similar TargetCRM implementation

This case study describes a customer-specific TargetCRM implementation delivered by Excellence Consultancy Services. Capabilities, integrations and delivery scope for each new implementation are agreed separately.

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Your customer workflow

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