Scenario: An electrical company used Salesforce to manage their customer relationships and client data. They also used TeamWherx™, our workforce management application, to process and dispatch out work order data to their electricians on staff. They grew tired of having to create the same client profiles twice in total (one in each respective application).
Solution: Thanks to an integration between TeamWherx™ and Salesforce, the electrical company could automatically generate new clients in our platform, based off previously entered client data in Salesforce.
Impact: Due to the power of this integration, the electrical business can limit excessive typing and enhance their overall process for creating client profiles. They’re reducing the amount of manual data entry their dispatchers have to perform, and their electricians can be provided with valuable client information quicker that allows them to handle more repairs and installations daily.
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About the author : Actsoft Team
Actsoft’s team of industry experts have their fingers on the business world’s pulse. It’s our mission to deliver the latest news to keep you and your leaders on top of the latest trends, further helping you to excel and exceed your goals.
Encore & Geotab Drive
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