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Generating Invoices With Just One Click

USG United Services Group Header Main Image
Our Salesforce AppExchange Score
4.7
5
As of February 3, 2022
Client
United Services Group
Industry
Professional Services
Employees
1,001 - 5,000
Implementation
Service Cloud, Field Service, FinancialForce ERP Cloud, Supply Chain Management
Client
United Services Group
Industry
Professional Services
Employees
1,001 - 5,000
Implementation
Service Cloud, Field Service, FinancialForce ERP Cloud, Supply Chain Management
Introduction

As USG grew, they encountered a number of new challenges: invoicing was late, teams were operating in silos, tasks weren’t being reported properly, and they were using multiple point solutions to manage key areas. They wanted a Salesforce consultant in Brampton that could deliver a scalable platform that brought information together and allowed it to be shared in a collaborative environment.

Solution

The client asked Nubik to upgrade their existing Salesforce platform and make it more suitable for the professional services industry by integrating Field Service and FinancialForce ERP Cloud. Since they were in the middle of a business transformation, working with a Salesforce consultant allowed both sides of this Ontario company to remain flexible and fluid throughout the overhaul.

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“Moving forward with the long term relationships that we’re building with our customers, Salesforce and Nubik are tools for us to strengthen those relationships.”

USG Testimonial Michael Kroupa
Michael Kroupa
CEO
United Services Group
Results

After revamping their Salesforce platform to better suit the needs of the commercial cleaning industry, the client used FinancialForce Supply Chain Management (SCM) to support business operations in making informed decisions about inventory and managing their procurement process. Salesforce Field Service gave teams the tools they needed to manage work orders, scheduling, diagnostics, repairs, and to maintain oversight of their mobile workforce through the convenience of a phone app. Invoices can now be generated with a single click with a modern, automated ERP.

About Our Client

With almost 40 years of experience as a national industry leader, United Services Group offers a combination of services to retail and commercial industries such as janitorial cleaning, day porters, and parking and grounds maintenance.

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