Asset 360 for Salesforce

Warranty & Contract Management

Stop revenue leakage & grow your service revenue

Manage Warranties, Contracts, and Entitlements with Ease

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.

Service Contracts & Contract Management in Asset 360

Learn how contract management with Asset 360 can empower you to standardize and generate service contracts at scale.

Stop Warranty and Contract Leakage with Service Entitlement Automation

See how entitlements work in Asset 360 for Salesforce

Losing money in the field by providing unwarranted free labor, parts, and loaners in order to keep customers happy is an easy thing to do and happens all too often. Why? Because locating the right information while keeping a customer waiting is hard. By automating service entitlements with ServiceMax's Asset 360 solution, you can prevent service revenue losses caused by work that should have been charged for. Your service teams can instantly see the service coverage for every asset and respond quickly to customer requests. What is more, your back-office staff and field workforce can make better decisions, improve SLA compliance, and discover upsell and cross-sell opportunities.

Industry-Leading Capabilities to Manage Warranties and Contracts

Cash in on innovative offerings that meet the evolving needs of your customers

Managing warranties and contracts effectively is critical to meet your top-line revenue growth targets. In fact, keeping accurate service contracts and warranties across assets, customers, and locations is vital to your success. But all too often, mismanaging warranty coverages leads to service disruptions and missed upsell opportunities. With Asset 360 for Salesforce, you can define and manage a wide range of entitlements for both warranty and service contracts that are tailored to drive maximum uptime and customer satisfaction.

Asset 360 automates the asset warranty creation process, but when human intervention is required, interactive features are available to allow business administrators to quickly add new warranties that can be tailored for product lines, individual assets, accounts and regions.

Simplify Service Contract Creation with Templates and APIs

Asset 360’s Service Contract Plans and Service Contract APIs—a scalable solution for creating and managing service contracts

Service contracts are a steady and profitable source of income for service organizations. Consequently, they offer customers a wide range of well-designed service contracts. Asset 360’s Service Contract Plans function like a blueprint and save a lot of time for contract managers. Instead of painstakingly creating contracts from scratch each time a contract is sold and double checking all the details throughout, they can use a template. Selecting one of the available Service Contract Plans prepopulates individual service contracts with information such as pricing, entitled services, discounts, and more.

Asset 360’s Service Contract Plans feature not only automates much of the process but also has the added advantage of ensuring that the terms and conditions remain within defined parameters to protect service margins.

Connect Sales and Service Processes

Asset 360’s Service Contract APIs streamline and automate the complex process of creating and managing service contracts from a CPQ quote, ensuring that the services offered, coverage and pricing terms, and SLAs from the sales contract is accurately reflected in the service contract. When creating a sales contract in Revenue Cloud, our APIs will automatically generate a Service Contract in Service Cloud and Asset 360 so that downstream service-related process are fully functional.

Contract Plan Creation
Renewal Insights Dashboard

Actionable Insights to Get the Most Value from Warranties and Contracts

Stay on top of your service operation with prebuilt dashboards

Built on native Salesforce objects, the Asset 360 solution makes contract and warranty information readily available and equips everybody in your service organization with a real-time view into key performance metrics. To fit the needs of different service organizations, our prebuilt dashboards are highly configurable and enable you to drill down for further investigation.

With Asset 360, you get instant status on:

  • Renewal Insights on contract performance and customer savings to drive upsells and renewals
  • Assets with warranties expiring
  • Work orders completed within warranty period
  • Contract attach rate
  • Warranty conversion to service contract
  • Work orders covered/not covered by entitlement
  • And more
Ready to see more?

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

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