Feed Salesforce From The Field
Integrate FieldAware with your Salesforce CRM platform to provide your customers with an informed, quality experience through your field engineers and other sales- and service-related employees.
FieldAware And Salesforce
Despite the importance of Salesforce, most businesses are still manually entering data from the field — after the fact. This results in increased days sales outstanding, lost upsell opportunities and more overhead for mobile workers and back office staff. FieldAware’s Salesforce Connector bridges the gap by seamlessly transferring job data, item costs, customer information, photos and more from the field back into Salesforce.
FieldAware can even capture pre- and post-work signatures from a mobile device. By using the technology that your mobile workers are using today, FieldAware eliminates paperwork and errors that are common at service-oriented companies.
The Benefits Of Using FieldAware As Your Salesforce Field Service Mobile App
FieldAware for Salesforce can help your company:
- Create jobs directly from Salesforce and feed to FieldAware
- Associate work orders with accounts, opportunities and cases
- Sync customer data, line items, tasks, pictures and invoices back to Salesforce from the field
- Map custom fields between Salesforce and FieldAware to completely tailor to your workflow
“With FieldAware the technicians have prompts they can use for the additional services and maintenance contracts we offer, as well as access to customer information through the integration with Salesforce. This makes it all very straightforward for technicians while face-to-face with our customers.”
Service Director — Cross Refrigeration