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ServiceMax

https://s3.amazonaws.com/media.servicemax.com/pdfs/servicemaxsuite_ds_4pager_dec12_fInal.pdf

Marlen

http://www.servicemax.com/downloads/ServiceMaxMarlenCaseStudy.pdf

Marlen International designs and builds food processing equipment, sometimes under the brand name Marlen and Carruthers. The company has been providing its blue chip customers with a team of engineering, design and technical personnel for the planning and implementation of complete food processing systems for over 50 years.

  • Marlen had been tracking all customer contact, sales and service information through an ad-hoc collection of software tools and spreadsheets.

  • Paper-based tracking system led to inefficient tracking of customer data

  • No mobile access to data or applications

  • Not integrated with their CRM
  • 7 service technicians and 300 customers
Greenspring Energy

http://www.servicemax.com/downloads/ServiceMax_CS_Greenspring.pdf

Greenspring Energy provides a unique combination of solar energy systems and energy saving products and services. Greenspring Energy has identified the best manufacturers and top quality products in key energy saving categories for home or businesses and backs up these products with professional sales, installation and service.

  • Greenspring was manually tracking warranties and service contracts and using daily white-board sessions to develop technician’s schedules.

  • Needed to integrate with SalesForce

  • Further the product’s inventory capabilities enable Greenspring to capture, monitor and automatically update location-based inventory data, for all types of parts transactions including parts requests, stock adjustment or stock transfer.

Solta Medical

http://www.servicemax.com/downloads/servicemax_CS_Solta.pdf

Solta Medical, Inc. (Nasdaq: SLTM) develops innovative aesthetic energy devices to address aging skin. The company is a collaboration of the industry’s two leading brands: Thermage and Fraxel, enabling physicians to offer more compelling solutions to the rapidly growing anti-aging market.

  • Need scalable platform

  • Solta sought to replace custom, legacy systems including Saleslogix and Microsoft Access with a single, integrated CRM and field service solution.

  • In particular, the company needed to improve upon a manual, custom integration with an ERP system to improve their RMA processes.

  • Need Customer, Product, Warranty and Contract, Entitlements, SLA.
Conclusion

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