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Servicing Enterprise Clients Smoothly

Our Salesforce AppExchange Score
4.7
5
As of June 3, 2021
Client
Infynia
Industry
Professional Services
Employees
51-200
Implementation
Revenue Cloud, Service Cloud, Field Service
Client
Infynia
Industry
Professional Services
Employees
51-200
Implementation
Revenue Cloud, Service Cloud, Field Service
INSIGHT

As our client provides on-going technical support to their clients, they frequently send specialists on-site to service and maintain security equipment. Having previously worked with Nubik to implement CPQ for their sales team to generate custom service contracts, the client came to us again for suggestions on improving their customer service operations.

SOLUTION

Infynia’s business model requires an active contract on-file to provide service. As a result, it made sense to sync their CPQ instance with Salesforce Service Cloud and Field Service. As a medium-sized business with enterprise-level clients, it was crucial for them to be able to provide the best possible service 24/7 in an effort to always exceed expectations.

“The Nubik team was very effective in implementing this project. It was a big, complex ask for their consultants but they came through for us. Well done!”

Christian Beaudry
Technical Expertise and Solutions Manager
Infynia
RESULTS

The client now has a system in place to dispatch work orders directly through Field Service and manage cases with Service Cloud. By syncing with CPQ, it’s quick and easy for their dispatchers to make sure a given contract is covered by a guarantee or service plan, then assign personnel to tasks while keeping contract information confidential.

ABOUT OUR CLIENT

Infynia is a leader in enterprise security solutions. They offer their clients products and services including: physical security; implementation of CampLogistiks software; managed services and IT infrastructure solutions; as well as custom web and mobile development. Their multidisciplinary and complementary expertise gives them the ability to design and deliver cutting-edge solutions.

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