ServiceMax Asset 360 for
Salesforce Field Service

Service organizations are facing unprecedented times. Customer needs and expectations have risen dramatically, while regulations and process enforcement are tougher. Service delivery must become more efficient, predictive and prescriptive, and data is crucial for de-risking service operations and delivering high-margin service offerings

ServiceMax and Salesforce have joined forces to deliver an unparalleled solution that drives operational efficiency with 360-degree view of assets on the world’s #1 CRM platform. Natively built on Salesforce Field Service, Asset 360 delivers complete visibility into assets in the field so companies can maximize asset performance. This new insight empowers service leaders to shift to outcome-based business strategies that propel their business forward in an age where service is a leading differentiator.

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Maximize Asset Performance & Differentiate with Service

In today’s environment, companies across industries have to reimagine how they operate. Requirements for equipment performance have intensified, while customer expectations of service continue to rise. In order to thrive, organizations must advance beyond the standard break-fix model to ensure uptime and customer experience priorities.

Asset 360 delivers complete visibility into install base, service contracts and asset performance to maximize equipment uptime, reduce maintenance costs and adopt outcome-based service models. Natively built of Salesforce Field Service, Asset 360 enables service organizations to:

Accelerate Time to Value
Reduce Warranty and Contract Leakage at Scale
Maximize Contract Attach Rates & Renewals
Automate Parts, Return & Depot Repair Processes
Get Innovation with Every Product Release

Warranty & Contract Management

Preventing revenue leakage by managing warranties and contracts is critical for your top line revenue growth. With Asset 360, you can define and manage a wide range of warranty and service contracts that are tailored to drive maximum uptime and customer satisfaction. And by automating service entitlements with Asset 360, you can ensure SLA commitments are met, and stop revenue losses caused by providing unwarranted free work and parts.

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Parts, Returns & Depot Repair

Missing parts are the number one reason for return visits. It directly impacts your customer experience and asset uptime. To avoid negative outcomes, you need to get your parts management right. And whereas providing parts to technicians in the field is a standard procedure for service organizations, managing reverse flow and depot repair processes while avoiding over- and understocking is more demanding. With Asset 360, you can achieve your first-time fix goals, maintain optimal inventory levels, improve contract margins with refurbished parts and automate your return processes.

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Zinc Real-Time Communication

It is vital for your technicians to connect to people and information that can help them solve issues quickly. If field service solutions don’t include a secure way to communicate, your field service personnel will fall back on using non-compliant, unmanageable consumer apps. Zinc is a secure, real-time communication solution that connects mobile workers with the knowledge and expertise that drives results. Purpose-built for service teams, technicians can connect to experts, the back office, management, and each other using whichever mode works best – including 1:1 or Group Messages, Voice, Video, Hotline Groups, and Broadcasts. Central administration and communication analytics ensure the right people are part of the conversation.

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Contractor Management

To achieve outsourcing goals, your contracted partners are your direct line to the customers. To be prepared for their jobs, and reach their SLA goals, your contractors need to be current on work orders, parts, service and equipment history, entitlements, or documentation. Third-party technicians need to communicate with you and each other as problems arise. With the ServiceMax Partner Community, you can securely share information with your partners, get real-time visibility into partners’ operations to ensure their accountability, and manage your customers’ experience.

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Assets

To deliver uptime and reliability, service leaders need a 360-degree view of their assets. When service is required, contact center agents and technicians can access critical information about an asset’s maintenance history, serial number and subcomponent attributes, location on customer’s site and bill of materials. Technicians in the field can view helpful articles and tips, access that asset’s service entitlement and upload photos.

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Preventive & Proactive Maintenance

Asset 360 accelerates the journey from reactive to proactive models of service delivery. Service organizations can choose among different strategies to ensure zero unplanned downtime, such as time-based and condition-based maintenance and IoT connected field service. With IoT, asset performance data and analytics are ingested by our robust field service engine so that service, maintenance and reliability teams can get to issues before they turn into failures, thereby avoiding costly unplanned downtime.

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Mobile Technician App

Bring the power of the latest technology to your field service technicians. Built to be offline-first, the mobile app presents information in a clean and easy-to-use user interface and arms your workforce with the latest information with in-app notifications. Field service technicians and contractors can share job updates, access knowledge articles, view and update van stock or inventory, generate service reports and more. Available on any iOS or Android device.

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Scheduling & Optimization

Leverage intelligent features to automate and accelerate your scheduling processes instead of relying on overburdened dispatchers to manually build an efficient field service schedule. Powered by schedule optimization, the Asset 360 dispatcher console does the work for you by generating an optimal schedule according to your priorities and constraints. The dispatcher console is the main working space for dispatchers. It features a dynamic map and a highly customizable Gantt chart—showing upcoming appointments and active team members—and helps your dispatchers make the most effective scheduling decisions. Schedule optimization helps you comply with service-level agreements and minimize travel time, overtime, costs, and no-shows.

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Field Service Analytics

To run a successful field service organization, you need data. Understanding key performance metrics and tracking them in real time is imperative to identifying strengths and improving weaknesses in your service operations. Modern field service solutions, like Asset 360, make data readily available for analysis, provide you with actionable insights, and empower you with comprehensive self-service capabilities.

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ServiceMax Asset 360 for
Salesforce Field Service