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Asset 360 for Salesforce

Automation with Service Process Manager

Improve operational efficiency, deploy in record time, and react faster to market dynamics

Boost Service Agility

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.

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ServiceMax Asset 360 for Salesforce

Maximize Asset Performance & Differentiate with Service

The Need for Speed - Rapid Time to Value with Service Process Manager and Prebuilt Flow Templates

See how service process automation works in Asset 360

Service organizations need standardized, end-to-end workflows to enforce consistent data capture, mitigate compliance risk, uphold service quality, and ensure maximum efficiency for their service workforce. Complimentary to Salesforce Flows, Asset 360’s Service Process Manager is a powerful, flexible configuration solution that includes multiple packaged flow templates to help service organizations deploy quickly and successfully.

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Service Process Manager

Speed Up Your Processes with Built-in Automation and Increase Productivity for the Entire Service Workforce

  • Business admins get an easy-to-use set of tools to build, modify, and maintain service processes on their own - regardless of their complexity and without waiting for well-paid developers to carry out customizations and process changes
  • Users benefit from efficient processes as well as prepopulated and contextual forms that can be driven by location, process stage, and other details
  • Service Process Manager is not limited to asset-centric use cases. Whether there is a multi-step workflow required to open a case, assign a preferred technician to a work order, or account for timesheet entries, Service Process Manager assists in automating that process
  • Service Process Manager can be leveraged standalone, in Salesforce Flows, and in Lightning Detail Pages

Best-Practice Process Templates

Learn More About the Out-of-the-Box Process Flows

  • Quickly automate field service processes with 60+ prebuilt best-practice process templates that are easily adjustable to fit unique needs
  • Process templates leverage 30 years of combined CRM and field service expertise and deliver prebuilt workflows for installed base management, stock management, returns, depot repair, work order management, product recalls, supplier warranty repair, and more
  • Templates are created by combining Service Process Manager components, Transactions, Expressions, Object Mappings, and Wizards with Salesforce Flows
  • Enabled mobile flows for field engineers include Manage Opportunities, Competitive Assets Capture, Field Returns and Depot Repair
Product Screenshot
Product Screenshot

Service Wizard

  • Assemble and display workflow steps to drive the guided execution of business processes. The actions shown in the wizard are based on the context of where the user is in the field service process.
  • Built-in intelligence ensures that not applicable actions are hidden
  • The Wizard can be used across the Salesforce platform, including the Customer and Partner Community
  • Identify process inefficiencies by monitoring how users are utilizing the prescribed process steps with Wizard Usage Analytics

Spark 360 Implementation Package

When it comes to deploying your field service solution, you want to achieve fast, sustainable successes. The Spark 360 implementation package leverages Asset 360’s embedded process templates and creates the best conditions for delivering the expected results quickly. Our professional service team is best equipped to configure the best-practice flow templates, so they fit your unique business needs, and streamline your processes. Plus, the package includes capabilities that are exclusive to Spark 360 customers.

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Learn how Asset 360 for Salesforce can help you improve technician productivity and customer satisfaction.

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