DemandBlue automated the client’s report generation process to help them achieve efficient tracking and reviewing of repair work and work orders.

 

About the Client

The client is an independent service organization dedicated to providing high quality equipment service and repair.

Solution

  • DemandBlue leveraged Salesforce Sales Cloud to help the client generate, store, and view invoice-related PDF reports for review by their clinical solutions team.
  • Compiled the data and presented it in the SLC, days and hours format for efficient tracking and reviewing.
  • Leveraged cross-system object lock (CSOL) report settings to map the report work activities.
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Benefits

  • Achieved efficient tracking and viewing of reports and associated work orders.
  • Automation of report generation improved overall efficiency.

Salesforce:Service Cloud
Technologies: Apex, Flows, ServiceMax

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