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Field Service For Industrial Machinery

Are You Looking To Reduce Your Expenses  In Your Industrial Machinery Operations?

We’ve solved the following problems with Industrial Machinery Companies. A good CRM for your field service company means that you can experience a 15% increase in service revenues. Here is what you can expect from us, every time:

Digitization of work order life cycle including automating invoice generation, so that every work order has line item level detail, traceability and history.

Detailed Asset history at your team’s fingertips.

Cross-sell / up-sell through mobile digitized service reports and quote creation for new business.

Respond Faster To Change

Are you falling behind global competitors? Highlight your strengths, showcase your product expertise and scare your business up or down in a fickle market. The industrial machinery market is changing daily, but you’ll be ready for it with App Solve right behind you!

With the industrial machinery market being one of the most dynamic sectors in North America, your business needs to adapt faster than ever before. Close deals quicker and boost your after-sales profits by upselling your clients products and services that are estimated to make you money.

 

Our team has helped hard-working companies like yours, to a 40% increase in Job Profit and Gross Margin!

Fill Productivity Gaps

The right CRM integration for your industrial machinery business enables your team to not miss any opportunities for profit. You will be able to draw the same information from multiple systems across your organization. When you have complete transparency in all aspects of your business, you will be able to improve weaker areas and augment productivity levels amongst your staff.

App Solve has successfully aided companies, like yours, to succeed in reducing downtime and increasing productivity through:

System-aided scheduling and automated work order creation are completed in a fraction of the time

Sending fully digitized field technician workflow for clear instructions onsite, customer sign-off, and integration with inventory

Automatic project creation to begin the process of delivering an exceptional level of service to your customers

Our Stories

Founded in 2006, Lift North America has grown to become the largest independent lift truck service provider in Canada. Situated in the heart of the country’s biggest market, the company has earned a reputation as a leader in the material handling industry.

 

What They Needed

The client needed to differentiate revenue and COGS (cost of goods sold) for different business lines like New Truck Sales, Service Labour, Service Parts, Training, and more. They also wanted to get job costing for every invoice and track the purchase orders associated with the work order/invoice.

 

How App Solve Helped

We created a solution design by developing a high-level data map. Then, we installed and initialized the setup of Accounting Seed, the #1 cloud-based accounting solution on Salesforce. We customized page layouts for account, opportunity, product, asset, and contact. With our field service systems, we created inventory and order management processes in addition to built-in reports and dashboards to get an overview with real-time visiblity. 

 

The Results

Lift North America was able to achieve improved payable and receivable tracking as well as achieve real-time visibility into their departmental results via interaction with a virtual 24-hour profit and loss statement.

Lift North was able to make better business decisions with all information on the table with much less research, reporting and preparation time required. 

Read The Full Story Here

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

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.

Name*

Head Office
146 Thirtieth Street
1st Floor
Toronto, ON M8W 3C4

What Our Customers Are Saying

"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

"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

"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.

"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

"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