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Salesforce Field Service Lightning allows you to optimize your workforce. This field service solution leverages your Service Cloud data to aid dispatchers, mobile workers and managers in delivering the best customer service. 5 Key Features of Salesforce Field Service Lightning 1. Work Order Management With Salesforce Field Service...

When you have a smooth-running system, you may not have a lot of motivation to change how you’re operating. But, what if making a small change could lead to BIG opportunities? By moving ERP to the cloud, with Rootstock cloud ERP, manufacturing organizations can improve productivity and open their businesses up to more revenue potential.
Every organisation has a unique set of field service capabilities and challenges, but the industry is seeing trends that each organisation has in common. From a greater demand for cloud-based software, like Field Service Lightning, to sustainability initiatives, here are expectations of the field service industry heading into 2020.
The 4th Industrial Revolution is characterized by disruptive technologies that are transforming the way industries operate. Companies getting on board with this 4.0 revolution are seeing just how technology can improve the way they work. Previously, we wrote about how manufacturing companies can improve their business operations by adopting cloud technologies. Here’s a deeper look at how cloud technology and services are driving modern business success.
Garter Inc. uses its Magic Quadrant to produce visual snapshots and in-depth reports on a number of markets in order to generate market trends and competitive analysis. Using two criteria (completeness of vision and ability to execute), vendors are rated and scored, providing each vendor a position in one of the four quadrants. This year, in the Magic Quadrant for CRM Lead Management, Salesforce was positioned higher up and to the right based on the ability to execute and completeness of its vision.
Some of the most important data your company holds is information on your leads. Details on your prospective customers is crucial to your marketing and sales teams. So how do you leverage that data? First, it’s crucial that you have a strategy in place to manage your data, and understand which data is most valuable to your company. From a lead management perspective, this data can be used to determine who your company should focus on and where time and effort needs to be allocated so you can be the most efficient with your budget.Lead management software can help you organize your data and be more efficient with your business processes. Here’s a look at how the right lead management software can help you stay on top of your data.
Every business, regardless of industry, has to focus on marketing its brand and services to existing and potential customers. Technology and powerful CRM software has enabled marketing and sales team to work together in a more efficient manner. Leading CRM cloud-based business solutions, such as Salesforce, can help you improve your relationship with current and prospective customers. Here are 5 ways you can enhance and refine your business operations with a CRM program.

By Vuk Stajic – Customer Solution Engineer at Nubik Digital Transformation is inevitable for any business aiming to maintain or scale its foothold in its current market. We at Nubik take this reality to heart and pride ourselves on helping organizations rapidly reach their goals of...

One of the many benefits of integrating Salesforce technologies into your business is that they allow for more efficient business operations. One way you can improve your operations is by implementing automation to decrease the time spent on repetitive tasks. As you’ll see as you read on, automation can impact the way companies communicate, collect and use data, and it plays a large role in increasing efficiency in lead management.
New technology makes its way into every industry, offering the opportunity for more effective business operations and growth. As a Certified Salesforce Partner, we’ve seen how new technology can transform and improve a company’s operations processes. Whether you’re focused on productivity, customer service or data insights to drive growth, technology can change the way your company operates.
One of the many benefits of implementing a powerful CRM system, like Salesforce, is the ability to provide structure to your service and sales teams, and improve efficiency. Along with automating sales, lead management and customer service processes, a Salesforce consultant can set you up with a CRM system that can play a role in your overall customer journey. Here’s a look at how a customer journey mapping and a CRM can come together to create a powerful system for your organization.

By Alexandre Boyer – VP operations at Nubik When people think about working from home, they generally consider the time and money they are able to save and their increased productivity. However, we often forget that it is also a green approach! Indeed, working from home...

Is your company struggling to find a great CRM or ERP fit? As a Certified Salesforce Partner, we’re happy to fit companies from a variety of industries with the right cloud-based solutions. An ERP system should help keep your operations running smoothly...not give you a headache. Your ERP system may not be working for you for a number of reasons:

Nubik Customer Industry type: Manufacturing Location: North Carolina Employees: 500 Salesforce Products (s): Sales Cloud, Service Cloud Download this story   COMPANY OVERVIEW: OUR CUSOTMER is the largest and most experienced scent provider in the world with 100,000 deployments of their products in more than 100 countries.   They are a B2B company...

Nubik Customer Industry type: Manufacturing Location: North Carolina Employees: 100 Salesforce Products (s): Sales Cloud Download this story COMPANY OVERVIEW: OUR CUSTOMER is a leading global manufacturer and distributor worldwide supplying efficient solutions to farmers across the full farming value-chain, including crop-protection, novel agricultural technologies, and complementary non-crop businesses. They partnered...

In order to keep up with the competitive industry, manufacturing companies are shifting to the smart manufacturing approach; integrating smart technology and manufacturing software to increase productivity, cost effectiveness and quality. This article talks about the manufacturing industry in Ohio, but the themes are relevant to many areas of North America; the overarching theme being a shift into Industry 4.0.
New technology gives companies the opportunity to improve productivity, increase efficiency, and even reduce their costs. Adapting to new technology and business automation means companies can digitize many aspects of their business and align operations. Professional services automation (PSA) can streamline many aspects of a project in a single system and help you manage resources, finances and more. Beyond PSA, automation can make its way into every business in many different forms. Here’s a look at the business automation trends that have been prominent in 2019.
Having a strong relationship with your customers is key to long-term business success. That’s why it’s important to consistently be revising and improving customer service. PSA software can help you provide the best customer service experience, and make sure your customers don’t get left out while your team is busy growing your business. On top of the right PSA software, ensure your customer service team has the right skill set to get the job done. Here are 6 ways you can improve your team’s customer service skills.
Customer service is no longer a one-channel communication method; it’s woven across many digital channels and throughout your company. To ensure your customer service experience is consistent and effective, ensure you are using Professional Services Automation (PSA customized to the needs of your business. Your customer service quality and efforts can be reflected in your sales, so make sure you are doing everything you can to create the best experience for your customers. Here are some ways you can further develop your customer service.
Changes in the manufacturing industry have brought both challenges and new digital transformation trends. One of the new technology trends is manufacturing ERP software which has made it easier for manufacturing companies to manage their business operations and resources. But first, they need to know what their resources are. Which leads to one of the challenges facing the manufacturing industry: a labour shortage.
  Industry 4.0 conversations are happening as often as innovations are popping up; a lot. Companies are looking to adapt to the 4.0 ways with manufacturing software to help them keep up with evolving industry trends and new technologies. If you’re not sure how Industry 4.0 could impact your company, it’s time to find out.   Here’s an introduction to the digitization of manufacturing.

Everybody is talking about the Fourth Industrial Revolution these days. However, only a few seem to understand how to translate the promises of Industry 4.0 into tangible benefits. As a manufacturer, you have most likely already faced one or several of these challenges: Distribution channels and profit...

The Canadian manufacturing sector reached new heights last year, with sales totaling 55 billion dollars (according to Statistics Canada 2018). Not only is the market growing very rapidly thanks to globalization and new technologies which are making production and shipping much easier, but the number of...

Technology is now evolving on a daily basis, so much so that even millennials are hard pressed to keep up with all the developments. Last year, South Korea, home to industry giant Samsung where 5G was pioneered, gave businesses access to this new capability. The...

“Good Fences Make Good Neighbors” As I prepared to write on the topic of data visibility I thought back to a time when I was negotiating a support agreement with a lawyer who said to me, “Good Fences Make Good Neighbors”.  The lawyer wanted to protect...

Billing is a key component of your business and allows you to pay for your operating expenses. As a matter of fact, it is just as critical as your sales. However, most of us rarely spend much time reflecting on our invoicing process and we are...

By Stéphane Poirier, Marketing Director at Nubik Disruptions and major transformation are on the agenda Anyone involved in the professional services industry already knows that their companies are now facing a host of challenges, and that their sector is undergoing a major transformation which is disrupting the...

Industry 4.0 is a hot topic at the moment. The largest companies in the world are investing unprecedented amounts of money and are betting every penny of their savings on this new approach. The movement first started in Germany and has now spread throughout the...

Some might say my professional journey is somewhat unusual. They are right. I am not going to say otherwise. Indeed, I don’t belong to a generation where accounting has been passed down from father to son. In fact, this hardly matters in the story I...

Discovery questions to build your Field Service business case By definition, field services involve the deployment of a worker to a remote site to provide a service. The remote site may be a place of business, a consumer home, or a remote location belonging to the...

Are you looking to grow your business more quickly in 2019? A business, just like any other living and growing animal species, evolves, transforms and eventually becomes extinct. A growing business must face many obstacles and anyone choosing to engage on this path is aware that...

While it might be gratifying to achieve a new system implementation on your own within your organization, many businesses can’t really afford it. In most cases, for different reasons, even the largest technology or professional services companies turn to an experienced consultant to successfully implement...

The true value of a Professional Services Automation (PSA) solution lies in the opportunity to maximize your resources’ billable hours. When it comes to implementing this kind of system, several professionals may question whether they really need the help of a consultant to achieve a...

Let’s start at the very beginning. Are you a new Salesforce user with no prior exposure to the Cloud's basic sales data model? If yes, then, one of your first questions will most likely be "what's a lead, what's a contact, and why would I need...

You want to manage your employees, your clients, your projects and your finances from one single centralized application and are looking to purchase a PSA (Professional Services Automation) solution? Now that you are ready to take the leap and to start transitioning your professional service...

Our customer, an industry leader in wireless web-based irrigation management systems founded in 2002 by two agriculture-minded entrepreneurs, is helping farmers across North America take the guesswork out of irrigation management. CHALLENGE Field technicians worked offline and were manually dispatched to jobs in stations spread across humongous...

Everybody wants reports from their Salesforce instance. What organization doesn’t want to see pipeline health, sales team performance, customer retention rate, or marketing ROI? While Salesforce can easily produce these reports, what happens when you are hungry for more insight? What if you need to...