Service Companies
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
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:
33%increased lead conversion
35%more productive sales teams
30%more effective campaigns
36%increased customer satisfaction
59%decrease in report generation time
Customer Stories
THE CHALLENGE
BMS had a trickle-down verbal communication that was ineffective and worked like the game ‘telephone.’ Information could easily and quickly get miscommunicated, and the intent of the original message was easily lost.
THE SOLUTION
App Solve built a perfect solution by providing a tool that uses functions that are familiar to anyone who uses social media apps on their phone.
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.
What Our Customers Are Saying
"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
"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
"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
"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 buisness."
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
