ServiceTracker, working with Salesforce.com

1. www.servicetracker.uk.com

2. Who we are
● Salesforce Certified Partner
● Salesforce ISV (Software Vendor)
Skills
● Salesforce Development
● Salesforce Support and Administration
● Service Management
● Project Management
● Business Transformation

3. What is Salesforce?
• CRM (Customer Relationship Management)
• Put simply.. An online database
• A cloud platform (Connects Apps, Devices)
• SaaS (Software as a Service)
• The #1 Business Automation System
• Used by 100,000+ Companies World Wide

4. The Cloud is the Fastest Path to
Success
Multi-tenant
Cloud Computing
Fast Innovative Open Easy Trusted
No Hardware
No Software
Faster ROI
Flexible
Automatic Upgrades
Continuous Improvement
Any Device
API First
Data Portability
Secure
Transparent
Performance at Scale
Subscription Model
Real-time Customizations
App Marketplace

5. Salesforce
Market Leadership Customer Success
100,000+ Companies
Across Every Market
Magic QuadrantLeader
ForresterWave Leader
#1SFA MarketShare
Highest ROI

6. Security
“Salesforce limits exposure of data to the users that act on it.
Implement security controls that you think are appropriate
for the sensitivity of your data.
Your data is protected from unauthorized access from
outside your company. Also safeguard it from inappropriate
usage by your users.”
http://trust.salesforce.com/
http://content.trust.salesforce.com/trust/en/learn/datacenter/
TRUST

7. Benefits of Using Salesforce
• Complete 360 client view
• Find client information quickly and view all touch
points of communication and history
• Personal scheduling and Activity reminders
• Track Productivity
• Monitor and Track Performance
• Eliminate conflicts of interest
• Visible ownership of clients and contacts
• Reduce duplication of work

8. SearchEmail
Partners
Portal
Call Center
Social
Community
Collaboration
Contracts &
Entitlements
Call Scripting
Instant Message
Salesforce Connects On All Channels

9. How will it work for us?
• Track productivity
• Manage Appointments with full calendar visibility
• Manage Follow-Ups through Activity Management
• Monitor Performance using reports and dashboards
• Document management for Clients and the Company
• Sales and Tender Management

10. Client Management
Get a complete view of your clients, including activity history, key contacts, communications, and
internal discussions.
Access critical client data including key contacts, communication history, and more
Collaborate with people company-wide and share insights, relevant documents, and more.
Prepare for customer meetings while on the go.
Access all of the client and contact data from anywhere.
Access Client Documentations and past meeting notes
Share meeting notes with colleagues and report on findings and next steps

11. Document Management
• Salesforce Notes and Attachments
• Integration with Document Storage
• Chatter Documents
• Salesforce Content
• Salesforce Document Management
Now it's easier to share and collaborate on files, publish the best, and
track your content in real time.
Quickly find what you're looking for from anywhere, on any device.

12. Time Tracking
Events and tasks are the engine of productivity.
With Salesforce, you can be prepared for any meeting and know which task
is your highest priority.
Track meetings and tasks together in lists and reports to keep your finger
on the pulse of all your clients.
Events and tasks also serve historical reporting purposes in Salesforce.
Whether you’re a manager delegating tasks, and individual or part of a
team, activities in Salesforce help manage client relationships efficiently.

13. Salesforce for Outlook
• Manage your clients through your Outlook environment
• Log Emails
• Track calendar activities

14. Sales Pipeline and Tenders
Track Sales and Tender details and know the status at a glance.
View critical details about Sales, such as how much it's worth, who you're competing against, and
what stage the deal is in.
Streamline the sales process.
Easily reflect your sales and forecasting stages in Salesforce to drive process, productivity, and
consistency.
Track which products are part of your sale, including quantity and pricing.
Set up revenue and quantity schedules to mirror payment and delivery terms.

15. Reporting and Dashboards
• Create reports on any data field
• Schedule Reports for email
• Export Reports to Excel
• Create Dashboards for Mobile or Web

16. Client and Partner Portals
Give your clients and partners more than website portals and discussion forums for self-
service. Give them a place to find the answers they need quickly, anytime and from any
device. And give your employees tools for greater engagement and faster problem solving.
Clients can log in and view past meetings, documents, solutions company-wide information
and much more
Partners can view shared information, referrals and collaborate on records within the
system

17. Plugins / Add-Ons
Recommended Apps
- HR Management
- Electronic signatures
- Event Management
- Email Marketing
The Salesforce AppExchange is the world’s leading business app
marketplace. AppExchange apps are customized for Salesforce and
extend Salesforce to every department and every industry under
the sun!

19. Create quotes online for both new
and existing business with fully
managed approval rules for
pricing and discounts
Pricing and
contract setup from
the meeting to visit
scheduling
Office staff have real time
control over the work force
work schedules. They have
full visibility of what is
happening in the field
enabling them to fully
manage
Paperless mobile visit
completion including
automatic email alerts,
recommendations, signature
and image capture for work
completion
Recurring invoicing, quote to invoice
conversion or create invoices directly
upon work completion. Integration to
popular accounting software such as
Sage, Xero and QuickBooks
Client logs in directly online to
gain a 360 degree view of all their
visits. Everything is online
One app running your entire
business ensures increased
efficiencies, reduces your
costs and improves
company profitability
Effortless reporting and
dashboards. Manage your entire
business on the web or on your
mobile device
ServiceTrackerFeaturesata Glance

20. ● Improve responsiveness to your customers
● Save time planning and completing visits
● Reduce administration costs
● Improve customer satisfaction
● Improve quality of management information
● Reduce or even eliminate paperwork
● Connect with remote systems
How does ServiceTracker workfor me?

21. Mobile
● Reduce the time taken to conduct visits
● Real-Time Work lists and instructions
● Capture results and write up findings
● Signature and Image Capture
● Voice Recognition
● Real-Time Tracking
● GPS Mapping

22. Cloud Platform

23. Office Admin
● Schedule in Real-Time with fully integrated Calendar
views and work lists
● Create Call Outs, Jobs and Follow-Ups. Managing
visits and follow-ups has never been easier
● Full visibility of what’s happening out of the office
with GPS mapping and control up-to-the-second
information about clients’ requirements
● ALL PAPERLESS!

25. Mobile
● Access to Visit Reports
● Access to Client Documents
● Voice Recognition
● GPS Mapping
● Electronic Reporting
● Client Assessments etc.
● ALL PAPERLESS!
Mike Day

26. Customers
Paperless log books are available to all customers for all their sites.
Customers have Secure and instant access to:
● Risk Assessments
● Method Statements, COSHH Assessments
● Summary and Detailed Visit Reports
● Action Plans
● Automated Email Alerts
● High Infestations and Actions
● Trend Analysis
● Audit trail of all remedial action taken
● Customisable Reports and Dashboards
● ALL PAPERLESS!

27. Invoicingand Credit Control
Get invoices to customers quickly, eliminate double keying and reduce
paperwork with ServiceTracker’s built in revenue management functionality
● Customer pricing sc
● Billing activity is all integrated to service,
ensuring invoices are created and
dispatched at the earliest opportunity
● Create and send invoices directly from
ServiceTracker
● Invoiced values - actuals and forecast
reporting to you in real time
● Fully integrated to all core financial
systems to avoid double entry
● ALL PAPERLESS!

28. Contact
Britannia House
Caerphilly Business Park
Caerphilly
CF83 3GG
Connect:
Twitter: @ServiceTrkr Facebook: facebook.com/servicetracker
LinkedIn: Linkedin.com/Company/ServiceTracker
w:www.servicetracker.uk.com e:info@servicetracker.uk.com t: 033 022 31 022
St Aubyns
Daws Hill
London
E4 7RD

29. What will you pay?
This is how our charges are made up…
Deployment Charge
This is made to cover our costs to deploy the system to your company and is dependant upon time spent
and quality of data
Salesforce License
Salesforce License
Ongoing Support
This will depend entirely upon the amount of support you need, the level of which can be agreed at the
start of the contract
Changes to System
Bespoke changes to the system have a fixed development charge or £45 per man hour

30. Suck it and see!
If you are still unsure and wish to trial the system before finally
committing, we are happy to arrange a 30 day trial period for a small
number of users.
There is no charge for this trial period if you commit to taking the
licenses however if you do not choose to continue, we will agree to work
on a shared cost basis to be agreed beforehand.