Service Companies
Customer Stories
THE CHALLENGE
BMS, leading building maintenance service, was facing challenges in getting proposals out efficiently. There was no consistency in the way that proposals were being put together either.
THE SOLUTION
App Solve configured their core CRM system and built solutions to enable the seamless flow of the information collected from the worksheet onto the proposal, scope of work, and into their Salesforce org.
THE CHALLENGE
The Field Service Lightning implementation they had in place could not go live and they sought out another partner to address the challenges that they were faced with.
THE SOLUTION
We created a new “Site” Record, won Opportunities, and updated the work order views and ability to view Service Contracts. We also improved asset history visibility and the user experience.
THE CHALLENGE
Level Up Your Home sought out a solution that would streamline their communication and work with their field technicians allowing them to spend more time providing world-class experience to their customers.
THE SOLUTION
The appropriate solution was a Field Service Lightning implementation featuring a mobile component, electronic signatures, project management, email integrations, and Shopify integrations.
Our Approach
We’ve solved the following problems with service companies:
Disparate systems that do not speak to one another
Inability to turn existing data into actionable items
Operational and service level inefficiencies
Inconsistencies in data and reporting
Manual document generation
Our Expertise
We’ve provided the following solutions:
Marketing automation to identify and nurture leads
CRM for account and pipeline management
In-CRM automated proposal builds and e-sign
Eliminate the need to work manually with Word and PDF’s docs
Automatic invoice generation based on closed-won business
Includes full financial suite for GL, AR/AP and payroll
Automatic project creation to begin the process of delivering an exceptional level of service to your customers
Your Results
We power extraordinary results on Salesforce.com.
Service industry customers who deploy Salesforce with App Solve experience the following results:
%
Increased lead conversion
%
More productive sales teams
%
More effective campaigns
%
Increased customer satisfaction
%
Decrease in report generation time
Propose2Project
The only end-to-end, cloud-based business platform for SMB professional service companies.
Run your business in one platform, from marketing, proposals, project management or field operations, and financials through to HR, Benefits and Payroll.
Book Demo
"*" indicates required fields
Run your service business end to end on the Salesforce platform
Marketing automation to identify and nurture leads
CRM for account and pipeline management
In-CRM automated proposal builds and e-sign
Automatic invoice generation based on closed-won business, including full financial suite for GL, AR/AP and payroll
Automatic project creation to begin the process of delivering an exceptional level of service to your customers
Businesses on Propose2Project experience the following benefits:
- Using the world’s #1 CRM to accelerate lead volume, acquire more customers and make better decisions through clear pipeline management
- Build your consulting proposals, right in your CRM
- No more working with Word and PDF – it’s automatic!
- Automated invoice creation and project/job creation to supercharge efficiency and delight your customers
- Gain a complete understanding of job/project and total net profitability
- Analytics on all aspects of the business, from lead through to payroll
Customer Story
Company Profile
The Challenge
The Solution
The Results
Video Customer Story
Get In Touch With Us
Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.
Toronto Office
1050 King Street West
Toronto
M6K 0C7
"*" indicates required fields
What Our Customers Are Saying
"*" indicates required fields