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Field Service Lightning Implementation for a Real Estate Company

About The Company:

Our client is an Australia-based consolidated compliance management service provider company that offers a wide range of services to property owners and tenants including property management services to rental property compliance. Their mission is to provide excellent customer service and manage properties with the highest level of professionalism and integrity.

They specialize in property management, rental compliance, and maintenance services.

They were facing a challenge in managing their property systems efficiently and wanted to automate their workflows to improve their productivity and customer satisfaction.

Customer Challenges:

  • Client was using multiple property systems that were not integrated with each other, making it difficult for them to manage their properties effectively.
  • They were also facing a challenge in managing their field services efficiently, which was leading to delays and errors in service delivery.
  • They also wanted to improve their communication with customers by using SMS solutions to send automated notifications and alerts.

Solution:

  • To overcome these challenges, our team of experienced Salesforce Consultants’ recommended the following solution to the client.
  • We implemented Field Services Lightning for them to schedule, manage, and track their field services operations, and work orders more efficiently.
  • We integrated their multiple property systems into Salesforce using Workato, which allowed them to view and manage all their properties in one place. This integration also enabled them to streamline their workflows and reduce errors in their operations.
  •  For SMS solutions, implementing SMS solutions using the SMS Magic AppExchange package is what we suggested. We built custom flows to send customers automated SMS notifications and alerts. This improved their communication with customers and increased customer satisfaction.
  • We used Breadwinner to integrate Xero, an invoicing system, to bring invoices to Salesforce. This allowed them to view their invoices in Salesforce and manage their invoicing more efficiently. It also enabled them to track their finances and generate reports in real-time.

Results:

  • After implementing the solution, client was able to deliver its consolidated compliance management service more efficiently and improved its field services operations and work orders. 
  • They were able to reduce errors in their operations and streamline their workflows. 
  • The SMS solutions also improved their communication with customers and increased customer satisfaction. 
  • The integration with Xero allowed them to manage their invoicing more efficiently and track their financials in real-time.

Technologies and Tools Used:

Salesforce Sales Cloud, Field Service Lightning, Workato, Breadwinner, Xero, and SMS Magic AppExchange

Why choose CloudCache Consulting?

Choosing the right partner for implementing Field Service Lightning and integrating Workato are crucial for a successful project. CloudCache Consulting is an ideal choice for businesses looking to implement these solutions, as we have a team of experienced Salesforce and integration consultants who specialize in these areas. Their expertise in implementing Field Service Lightning ensures that businesses can optimize their field service operations, improve efficiency, and enhance customer satisfaction.

CloudCache Consulting also specializes in Workato integration, which ensures seamless integration between Salesforce and other applications. Our team of experts can help businesses integrate multiple systems into Salesforce, which provides a 360-degree view of customer data and helps businesses make data-driven decisions.

Choosing CloudCache Consulting for Field Service Lightning implementation and Workato integration ensures a successful project and long-term benefits for businesses. Contact us today if you are planning for a Field Service Lightning Implementation along with Workato for your real estate industry. Our rich AppExchange Library ensures a seamless ontime implementation process for clients.

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