Streamlined Service Operations: Sales Conversion, Crew Scheduling, and Mobile Access
Operating in Southern Ontario since 1999, AquaForce has provided superior service that gives its customers the peace of mind that comes from hiring a professional cleaning company. The clients range from small family-owned restaurants to large hotels and everything in between.
TECH
Salesforce Automations, Salesforce Service Cloud, Conga Documents
THE CHALLANGE
The client faced challenges with Service Cloud in the Salesforce Classic UI, particularly due to the missing Lightning Experience (LEX) features. Reliance on Tasks/Events hindered the monitoring of rescheduling and cancellations, highlighting the need for a more comprehensive solution.
THE SOLUTION
Convert Sales to Cases with Work Orders for crew scheduling.
Cases manage service visits; Work Orders aid crew leaders with job details and status & utilize Work Items for insight into work types.
Custom configurations link crew members, trigger notifications.
Generate post-visit reports using Conga and Work Order data.
Automated customer notifications before appointments.
Configure mobile app for on-the-go access for crew leaders, functionality for field users.
The Evolving-Consulting team was very knowledgeable and took the time to understand the business. They helped us identify our needs and provided effective solutions to help us reach them.