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Integrating IT Operations Efficiently

Our Salesforce AppExchange Score
4.7
5
As of June 3, 2021
Client
ABM Integrated Solutions
Industry
High Tech
Employees
51-200
Implementation
Sales Cloud, Service Cloud, Field Service
Client
ABM Integrated Solutions
Industry
High Tech
Employees
51-200
Implementation
Sales Cloud, Service Cloud, Field Service
INTRODUCTION

The client’s business operations included a team of over 160 field technicians responding to customer calls, repair requests and handling work orders. Prior to working with Salesforce, internal teams would process requests manually by email, then connect with technicians to schedule jobs. Meanwhile, they had multiple resources dedicated to data entry for billing purposes. This system was time-consuming, tedious and needed to change.

SOLUTION

Our consultants worked with the client to develop architecture for a Salesforce solution that involves Sales Cloud, Service Cloud, Field Service and Conga Documents. We helped the client determine an optimal strategy to capture time spent on service jobs based on the client’s billing scenarios, and connected their CRM to their partner’s external systems for seamless integration of incoming work orders to provide updates and trigger billing in partner systems.

“The Nubik team was Amazing to work with. They were dedicated, professional and knowledgeable, communication was great, and they always responded quickly to keep us in the loop. Best of all, we didn’t go over budget. Everyone here finds the solution to be very adapted to our needs.”

Matthew Mosher
IT Service Desk Manager
ABM Integrated Solutions
RESULTS

ABM now has a system in place with efficient processes that eliminated duplication of efforts, redundant manual systems and gave them a better view of operations. They can now engage with prospects and new customers, track business activities and cases, resolve requests and work orders, schedule and dispatch appointments efficiently with mobile functionality for technicians, automate billing, and finalize deals directly through a fully-functional CRM.

ABOUT OUR CLIENT

ABM Integrated Solutions provides cutting-edge IT solutions to clients across North America. Offering the highest levels of service and expertise, they have a proven history of successfully delivering solutions across industry sectors including Retail, Healthcare, Logistics and Transportation, Insurance and Legal, Natural Resources, Public Sector, Communications, Financial Services and Energy.

Their core offerings include technology consulting services, managed IT services, unified communications, IT networking and infrastructure.

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