Close
Client USG logo super title

Generating Invoices With Just One Click

USG United Services Group Header Main Image
Our Salesforce AppExchange Score
4.7
5
As of May 13, 2021
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 scalable platform to bring information together and share it in a collaborative environment.

Solution

The client asked Nubik to upgrade their existing Salesforce with Field Service and FinancialForce ERP Cloud. Since they were in the middle of a business transformation, both sides needed to remain flexible and fluid.

Watch the Video
 

“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

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 needed to manage work orders, scheduling, diagnostics, repairs, and 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 & grounds maintenance.

Share this story
Ready to get started?
More Field Service Stories
SDMC Featured Main Image
Standard Duplicating Machines Corp.
Consolidating Clouds in the #1 CRM
Get the full story
Industry
Manufacturing & Distribution
Implementation
Revenue Cloud, Sales Cloud, Field Service, FinancialForce ERP Cloud, Supply Chain Management
Southern Siding Client Story Featured Wide Image
Southern Siding & Windows
Fusing Field Service with Finance
Get the full story
Industry
Professional Services
Implementation
Pardot, Sales Cloud, Service Cloud, Field Service, FinancialForce ERP Cloud, Supply Chain Management
Mari Tech Featured Main Image
Mari-Tech Appraisal
Positioning a Platform Around Process Builders
Get the full story
Industry
Professional Services
Implementation
Experience Cloud, Sales Cloud, Field Service
Prev Next