As a mid-size or enterprise company, managing employees, tracking time, and keeping track of tasks can be a daunting task. With a multitude of employees, projects, and deadlines to manage, it can quickly become overwhelming. Fortunately, Abaqus and Salesforce have partnered to offer an integrated solution that can help streamline these processes. This makes allGeo a Salesforce connected app.
By deploying this solution, companies can easily track and manage their employees’ activities, monitor time spent on projects, and stay on top of tasks and deadlines. In this blog, we’ll take a closer look at the benefits of this integrated solution and how a Salesforce connected app can help your company stay organized and efficient.
Field service management can be a complex process, involving multiple steps from customer database management to tracking field visits and generating reports. Traditionally, businesses have used multiple apps to manage each of these steps including time tracking. Salesforce integration with allGeo, as an all-in-one platform has made it easier for businesses to manage their field service workflows more efficiently.
The allGeo platform is designed to support every key step in the field service workflow, including customer database management, job assignments, tracking or monitoring field visits, data collection, and report generation. Furthermore, businesses can configure or customize their workflows to meet their specific requirements.
One common customization is the integration with the business’s CRM. Many field service businesses use Salesforce as their CRM, and they need their field workflow to integrate seamlessly with their CRM. A Salesforce connected app such as allGeo, businesses can now drive their field workflow from Salesforce, which is usually their database of record.
This integration allows businesses to pull customer information from Salesforce into the allGeo platform, assign tasks for each client or customer in Salesforce, and dispatch the assignments to their field staff from within the allGeo mobile app.
As the task is performed and information is collected in the field, those customer visit logs can be synced back into Salesforce, making sure all field activity history remains intact in Salesforce. Employee time tracking using allGeo’s solution can further streamline your process.
By using allGeo and Salesforce together, businesses can streamline their field service workflow, reduce manual data entry, and ensure accuracy and consistency in their data. Additionally, businesses can easily generate reports for payroll and other stakeholders, saving time and resources.
In conclusion, allGeo’s integration with Salesforce provides an all-in-one solution for businesses to manage their field service workflows efficiently and effectively, while leveraging the power of Salesforce as their database of record.
This integration makes it possible for customers to seamlessly use the allGeo platform with Salesforce, making it easier to deploy a complete digital workflow for field sales rep management.
This is what a allGeo-Salesforce automation workflow would look like-
