
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
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.