Increased efficiency for time to schedule, routing, data management, and Asset tracking
Enterprise Home Improvement Company provides high-quality renovations for different areas of your home.
Uptima gained trust as an expert advisor and helped customer maximize their Salesforce investment
Helped increase efficiency in the areas of time to schedule, routing, data management, and Asset tracking
Executive Sponsor
Industry
Products
Services
Challenges
Customer wanted to transform their current field service solution
Customer was using a home built custom field service solution and wanted to transfer to Salesforce Field Service
Current Service Solution had a high level of customization that was not scalable
Scaling their business required managing sales calls and service calls in one inefficient process
Results
Uptima implemented Salesforce Field Service to meet customer requirements:
Designed a Field Service solution that was built using out-of-the-box functionality with minimal customization
Empowered all Field Sales/Service personnel with an Android/iOS tool for mobile workers
Used Crew Management and Enhanced Skill Management capabilities