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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...

Industry 4.0 is revolutionizing the manufacturing sector. The business world is changing faster than ever and will not wait for you to catch up. Take your eyes off the competition for a short time and boom!, you have been outpaced. Participating in as many seminars as...