GoCanvas + Salesforce: A Top Tier Field Services Management Team

Salesforce and GoCanvas are two of the top players in their respective fields. Salesforce is a leading CRM platform, while GoCanvas is a premier provider of mobile apps for business. Now, the two have teamed up to create an unrivaled field services management system. This system combines the power of Salesforce with the mobility of GoCanvas to create a solution perfect for businesses of all sizes.

How GoCanvas Can Improve Field Service Management

GoCanvas offers several features that make it the perfect partner for Salesforce in a field services management system. First and foremost, GoCanvas is mobile. This means that your field workers will always have access to the latest information and tools, even on the go.

Additionally, GoCanvas is highly customizable. This means that you can tailor the templates you use to fit the specific needs of your business. Whether you need to optimize inventory levels and update work orders, customer information, or service appointment records, GoCanvas has an app for it.

Finally, GoCanvas complies with all major field service industry regulations. This means you can rest assured that your field workers are always updated on the latest compliance requirements in real-time through the service cloud. GoCanvas helps streamline the functionality of your business.

How Salesforce Can Improve Field Service Management

Salesforce is the leading CRM platform for a reason. It offers several features that make it perfect for field service management. First, Salesforce gives you complete visibility into your customer data so you can enhance the customer experience and increase customer satisfaction.

Second, Salesforce provides powerful automation tools. This means you can automate repetitive tasks, such as sending appointment reminders and appointment scheduling notifications, logging travel time, or generating service reports.

Third, Salesforce offers a wealth of third-party integrations. This means you can add your Salesforce platform to your existing business systems, such as your management software, accounting software, or customer relationship management (CRM) system.

How the Salesforce + GoCanvas Integration Can Benefit Your Business

The Salesforce + GoCanvas integration provides several benefits for businesses of all sizes.

• Visibility into Field Service Operations
  You can see where each field worker is in your service territory, what they’re doing, and how they perform.
• Automation Capabilities
  Your team can automate dispatch, schedule, and invoice tasks.
• Compliance Features
  The integration ensures your field workers are always up to date on the latest compliance requirements.
• Access to Customer Data
  Allows field service teams to see who your customers are, what they need, and how you can provide the best customer support to serve them.
• Troubleshooting Workflow
  Field service management can quickly identify and resolve issues in your field service operations.

Collaborate with GoCanvas + Salesforce to Optimize Your Field Service Management

The Salesforce and GoCanvas integration is the perfect solution for businesses of all sizes. If you’re looking for a way to improve your field service management, contact us today to learn more about how we can help you optimize your field service operations.