Asset 360 for Salesforce


Service of assets starts with knowing your install base

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Maximize Uptime and Differentiate with Service

ServiceMax Asset 360 logo

ServiceMax & Salesforce teamed up to deliver the most complete field service offering for both resource-centric and asset-centric needs. This solution–Asset 360 for Salesforce—drives operational efficiency, asset uptime, and customer satisfaction with a 360-degree view of assets on the world’s #1 CRM platform. With better insight and tools, service leaders can shift to outcome-based strategies to propel their businesses forward.

ServiceMax Asset 360 for Salesforce

Maximize Asset Performance & Differentiate with Service

Solutions to Maximize Uptime

See how ServiceMax Asset 360 for Salesforce Field Service improves equipment uptime

Equipment across all industries is becoming more complex while customer expectations of service are on the rise. It is more important than ever for service providers to know their installed base in the field. This information helps service teams deliver effective service, implement proactive service plans, and move to outcome-as-a-service offerings.

Product screen on a desktop monitor

Asset Data at Your Fingertips

Asset data including service history of as-maintained equipment and hierarchy of its subcomponents can help service agents and technicians resolve service calls quickly and efficiently. On the support side, Assets are linked to cases, work orders, maintenance plans, warranties and service contracts so technicians can review asset’s service history for the duration of the asset life cycle.

Asset Hierarchy

Leverage actionable asset insights to improve uptime and profitability

A must-have for asset-centric service organizations, Asset Hierarchy is a way for service organizations to organize their installed based with all their parts and components. It shows the as-maintained status of an asset after it has been sold and installed at the customer site. To make it easy for service teams to quickly understand the hierarchical asset structure, Asset Hierarchy uses a tree view that is available for assets only, by location and by account. This enables service teams to quickly find out things like how many assets are at a customer site or what a customer’s contract coverage looks like for their assets.

Asset Hierarchy provides full visibility into your installed base on as granular a level as needed and makes your customer-facing teams more productive. You also improve your upsell potential by enabling technicians to recognize assets in the field that are currently without contract coverage or maintained by the competition.

Asset Hierarchy goes beyond just displaying the data. Users can update asset information as needed and launch the Service Process Wizard to trigger more actions. Asset Hierarchy supports multi-level hierarchies and is fully searchable. It is also very flexible and can be quickly adapted to better meet the needs of specific user groups. Available out of the box, it requires no additional configuration, and can be accessed from any asset or related record.

Location Based Asset Hierarchy

Asset Timeline

Enable your service teams to work smarter

Poor visibility into asset history, including all past and future actions associated with an asset, can lead to missed upsell opportunities, increased leakage, redundant service visits, and reduced productivity for service teams. For example, your customer-facing teams often have to check multiple records while directly interacting with the customer. Our Asset Timeline provides a holistic view of all activities carried out on and planned for an asset. This improves decision making across the board and allows your service teams to become more efficient and proactive. Available out of the box, this interactive visualization is instantly available for all users but can also be quickly adapted if needed.

Asset Timeline Screen

Product Service Campaigns

Handle Recalls and Change Orders with Maximum Efficiency

For manufacturers worldwide, product recalls and change orders are a fact of life and an expensive one at that. Without a powerful field change order solution as part of your field service software, your service team will be left with a lot of time-consuming legwork. With ServiceMax Asset 360, just by following three prescribed steps, you can define remedial actions, quickly identify affected assets in your installed base, and automatically generate the desired delivery output such as work orders, return orders or cases. Using Salesforce native objects, Asset 360’s capabilities for managing product service campaigns in asset-centric scenarios enable you to efficiently deal with unexpected incidents such as recalls, equipment modifications, upgrades, and technical bulletins. This functionality significantly reduces change order-related costs and allows for complete traceability of your undertaken measures for compliance.

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