Extend Salesforce to streamline business processes and maximize services by leveraging Fieldpoint’s out of the box integration. Increase your sales, build customer loyalty and convert quotes into projects/work orders by integrating your field service software to your CRM system.
ENABLE YOUR SALES TEAMS AND ENHANCE CUSTOMER LOYALTY
INCREASE REVENUES AND OVERALL PROFITABILITY
CONVERT YOUR QUOTES TO PROJECTS, WORK ORDERS AND MAINTENANCE CONTRACTS
LEVERAGE DATA AND WORKFLOWS FOR BETTER SERVICIBILITY AND ASSET PERFORMANCE
Fieldpoint’s Standard CRM Integration to Salesforce
- Import data from CRM to populate the Fieldpoint database with your existing active customers, contacts, and product
- Take CRM opportunity or quotes and create Fieldpoint work orders, project tasks, and maintenance agreements to drive efficiency and reduce errors and confusion.
- Complete views of field service, job costing, or contract service levels directly from within the CRM application enable a true view of all customer interactions.