CUSTOMER STORY
Field Service Implementation enabling mobility of service technicians
This Customer Story is Salesforce Official!
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California Office
200 Spectrum Center Drive
Suite 300
Irvine, CA 92618
Toronto Office
1050 King Street West
Toronto
M6K 0C7
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Company Profile
Level Up Your Home was started by the former head of the professional services division of Bose, Jen Kelmer. With a solid background in the industry, the conception of the business was derived from the founder’s time with her former company. Level Up Your Home converts your living space into a smart space built around your vision. This includes but is not limited to, building a world-class visual and auditory space for high-end consumers.
The Challenge
In order to build customized smart homes for their clients, their technicians would have to be out on the field completing work. The company anticipated the challenge of communicating with their field service workers. They immediately sought solutions that would reduce friction within the customer journey and aide in the delivery of a world-class experience.
A thorough examination of solutions led them to attend demos in pursuit of understanding the different products available on the market. They found that other solutions possessed limitations in terms of scalability and other platforms were point solutions- meaning that these platforms only aim to solve one specific issue. In addition, other solutions examined at the time did not possess the skills-based routing capability that Field Service would. 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 to address the challenges would be a Field Service implementation featuring a mobile component, electronic signatures, project management, email integrations and Shopify integrations.
The Results
Now, Level Up Your Home can manage field technicians, schedule technicians based on their skills, and pull up reports and dashboards from anywhere at anytime. They have a streamlined business process and transparency exists between departments which allows them to access and analyze information. Automation has allowed them more time to focus on delivering a world-class luxury experience right to their customers’ homes.
Products Utilized
Service Cloud
App Solve’s Service Cloud offerings provide the business experience and technical strength to help companies deliver the best possible customer service.
Field Service
App Solve is proud to have the most Field Service Implementations of any Canadian-Based Salesforce Implementation Partner, and the 3rd most in the world!
Services Provided
Shopify Integration
Take e-Commerce & CRM platform to new heights. Save valuable time by automating your workflow. Synchronize clients, collections, products, and orders to Salesforce to help your business monitor sales and growth trends.
What Our Customers Are Saying
"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."
Craig MacAdam, CFO | Lift North America
"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."
Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company
"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."
Dawn Jones, Director of Marketing | Kraun Electric Inc.
"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."
Simon Dealy, CEO | HIRE Technologies
"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."
Aaron Jones, CEO | Kraun Electric Inc.
"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"
Anthony Schermer, Senior Account Executive | Accounting Seed
"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."
John Chiaramonte, Senior Business Development Executive | Enwave North America LP.
"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"
Sierra Hayes, Operations Manager | Dream Local Digital
"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."
Gregory Kennedy, Controller | Generis
"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."
Chris Haase, President | Environmental Products Group
"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."
Lee-Anne Golden, Managing Director | Urban Flats Toronto
"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"
Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions
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