Manage Inventory, Returns & Depot Repairs with
ServiceMax Asset 360 for Salesforce
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.
ServiceMax Asset 360 for Salesforce Field Service
Maximize Asset Performance & Differentiate with Service
Manage Spare Parts Across the Service Delivery Chain
Intelligent Capabilities to Exceed Your First-Time-Fix Goals
Leaving a customer site without completing the job because of a missing part causes frustration for both the customer and the field technicians. ServiceMax's Asset 360 software enables you to manage spare parts effectively, so you can achieve your First-Time-Fix goals. No more overstocking or shortages - Asset 360’s functionality reconciles the competing goals of field service and supply chain, helping you maintain optimal inventory levels while arming technicians with the right tools and parts to fix the problem on the first visit. But the Asset 360 solution has more to offer. You gain full visibility into parts and their locations, enabling you to respond faster to customer demands. With Asset 360 for Salesforce, you can track parts consumption against work orders, warranties and service contracts so you can bill customers correctly and get insights into parts-related costs.
For your technicians in the field, using Asset 360 means that they can order parts without first contacting other departments, which is a huge time saver for them. You can even automate the ordering process with the auto-replenishment feature.
Manage inventory for all types of parts transactions including parts requests, return merchandise authorizations, stock adjustments and transfers
Leverage defined stocking level parameters for parts forecasting, planning and auto-replenishment purposes
Track shipments and trace visibility by including links to 3rd party logistics providers, such as UPS and FedEx
Provide contractors with a real-time view of available parts and enable them to request and ship parts as well as initiate and close parts transactions
Initiate an automated parts requisition process directly from a work order
Enable field technicians to use advanced lookup filters to search their own trunk stock
Comply with regulatory and financial requirements by tracking parts through serial and individual part numbers
Easily update part quantities through an automated inventory process
Capture, monitor and automatically update serialized and non-serialized inventory data across different locations
View and analyze stock movement
Leverage service parts data when building dashboards and reports to see which parts are above or below the stocking levels over time
Manage all Returns with Maximum Efficiency
Getting parts to technicians in the field is standard procedure for service organizations—but managing return processes is logistically more demanding. The Asset 360 solution is set up to handle a multitude of return scenarios to fit the unique needs of service organizations worldwide. It comes with best-practice flows to automate, manage and track all types of returns. If your field technicians need to ship unused or faulty parts back to the warehouse or you need to return items to your suppliers, Asset 360 can support that and many more scenarios.
While handling a customer case and having the customer on the phone, remote engineers and call center agents often need to create a return order so the customer can ship a defective asset or subcomponent to a dedicated location to be safely disposed of. This is especially important if the shipped items are considered hazardous.
Asset 360 facilitates all reverse logistics processes by automating and guiding the corresponding steps with best-practice-based workflow templates, and by providing prebuilt reports to enable call center agents, technicians, and depot engineers to continuously track the affected assets at any given moment.
Out-of-the-box process flow templates that can be configured to meet unique customer needs
Purpose-built UI that is easy to use
Configurable layout with Lightning Web Components where fields and sections can be easily added and removed
Trigger predefined actions through status or field updates
Enable field technicians to initiate returns and depot repair while at the customer site
Track, capture and document status of returned assets, parts and components in real time
Increase contract margins and streamline your depot processes
Service organizations turn to depot repair to improve efficiency, regional coverage, cost control, safety, and revenue generation. However, implementing a depot solution is not a simple task and bad examples are aplenty. Effective depot management requires several individual processes, well-defined steps, and handoffs that have to fit together like clockwork. At the same time, the solution should also be easy to use, provide a high level of automation, and come with granular asset tracking capabilities for everybody in the organization.
For all the goals you have set out to achieve, and regardless of how complex your depot repair processes are, ServiceMax has got you covered. Asset 360 for Salesforce comes with many depot flows out of the box, including advanced exchange, loaner management and different options for return-to-repair scenarios. All built-in flows can easily be configured to accommodate the many possible variations.
Eliminate Swivel-Chair Issues with Inventory Integration
Get a unified view of all your parts data - regardless of where it is kept
Field service by nature touches many other systems, such as ERP, CRM, HR or even legacy applications. Managing parts is not a standalone function within field service. To be effective, it needs to be integrated across these different systems. The key integration point to manage parts effectively is your ERP system. When integrated with inventory costing, parts ordering and control capabilities of leading ERP systems, Asset 360 for Salesforce Field Service gives you visibility and control across all inventory locations, including depot repair facilities, technician trucks, forward stocking locations, and customer consignment sites.