Integration enables Salesforce customers to leverage the power of mobility to streamline field service operations.
Plano, Texas – October 19, 2015 – FieldAware, a leader in made-for-mobile, cloud-based field service automation solutions, has launched its mobile application on the Salesforce AppExchange. FieldAware’s mobile application on the Salesforce AppExchange provides customers with an enterprise-class solution for automating and optimizing field service operations. The integration leverages FieldAware’s Application Programming Interface (API) to combine mobile field service functionality with Salesforce’s cloud-based CRM capabilities. The integrated solution was shown for the first time at Dreamforce 2015.
FieldAware’s made-for-mobile application automates field service processes to increase productivity, revenue and safety while at a job site. It provides a flexible mobile architecture and customizable workflow for all functions in the work order life cycle, including work order and asset management, job scheduling, time tracking, quotes and invoicing. The integration enables customers to synchronize their Salesforce and FieldAware data in real-time, allowing users of either system to create, read, update and delete transactional data (i.e., sales orders and jobs). Workflows can be adjusted and synchronized across both platforms immediately, and Salesforce users can push changes in customer data and job information in real-time to FieldAware.
“Businesses that provide field services are undergoing a transformation in order to gain better visibility into their service operations by empowering field workers with mobile technology at the customer site. As a result, companies can remain competitive by reducing service errors, controlling service costs and providing exceptional customer service. Easy integration with the current infrastructure and business applications is necessary to maximize impact,” said FieldAware CEO Charles Jackson. “Our Salesforce AppExchange offering allows workers in the field to access front and back office information instantly, which enables them to better engage their customers, cross-sell and up-sell, and make better decisions on the spot.”
“The full integration of FieldAware with Salesforce (CRM package) and Sage (accounting package) provides our professionals in the field with access to a wealth of customer-specific information what wasn’t possible before, giving a 360 degree view into the customer. It improves productivity, accuracy and efficiency, which ultimately enables us to provide a better customer experience,” said Michael O’Leary, Chief Financial Officer at The Cross Group, an industrial HVAC services provider and an existing FieldAware customer.
“Companies are looking to transform the way they connect with customers, partners and employees to thrive in today’s connected world,” said Ryan Ellis, VP, Product Management, AppExchange, Salesforce. “By leveraging the power of the Salesforce App Cloud, FieldAware provides customers with the proven social, mobile and connected cloud technologies to accelerate business success.”
- Streamlines processes:
- When a work order is received, the job is automatically scheduled.
- Historical information and operating manuals are easily accessible from the field.
- Increases productivity:
- Customer activity in the field can be documented on the spot – no phone calls, or trips back to headquarters.
- Eliminates administrative/paper-based tasks required by the mobile worker
- Enables the business to react efficiently in real-time
- Helps to increase revenue/profit:
- Efficiencies and time savings result in more jobs completed per day.
- Workers in the field are able to upsell and complete transactions at the job site.
- Integration with back office systems and automation reduces overhead costs.
About Salesforce AppExchange
Salesforce AppExchange is the world’s leading enterprise apps marketplace that empowers companies to sell, service, market and engage in entirely new ways. With more than 2,800 partner apps and more than 3 million customer installs, it is the most comprehensive source of social, mobile and connected cloud apps for business.
FieldAware is re-shaping the field service industry. Our made-for-mobile, cloud-based field service management software is easy to use and built with incredible flexibility – a combination that enables field service organizations to better serve their customers and outperform the competition. The FieldAware software was architected as a native mobile platform. It works seamlessly with a business’s existing applications, and has no incumbent legacy technologies to modify or migrate from. We combine our software with the industry’s best professional and support services, enabling companies to take full and rapid advantages of advances in today’s mobile field service environment. FieldAware is based in Plano, Texas and Dublin, Ireland. For more information, visit fieldaware.com.
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FieldAware is a registered trademark of FieldAware, Inc.