www.servicetracker.uk.com

Who we are

● Salesforce Certified Partner

● Salesforce ISV (Software Vendor)

Skills

● Salesforce Development

● Salesforce Support and Administration

● Service Management

● Project Management

● Business Transformation

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

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

SalesforceMarket Leadership Customer Success

100,000+ CompaniesAcross Every Market

Magic Quadrant Leader

Forrester Wave Leader

#1 SFA Market Share

Highest ROI

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

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

SearchEmail

Partners

Portal

Call Center

Social

Community

Collaboration

Contracts & Entitlements

Call Scripting

Instant Message

Salesforce Connects On All Channels

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

Client ManagementGet 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

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.

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.

Salesforce for Outlook

• Manage your clients through your Outlook environment• Log Emails• Track calendar activities

Sales Pipeline and TendersTrack 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.

Reporting and Dashboards

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

Client and Partner PortalsGive 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

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!

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

ServiceTracker Features at a Glance

● 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 work for me?

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

Cloud Platform

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!

Mobile● Access to Visit Reports

● Access to Client Documents

● Voice Recognition

● GPS Mapping

● Electronic Reporting

● Client Assessments etc.

● ALL PAPERLESS!Mike Day

CustomersPaperless 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!

Invoicing and Credit ControlGet 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!

ContactBritannia HouseCaerphilly Business ParkCaerphillyCF83 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 AubynsDaws HillLondonE4 7RD

What will you pay?This is how our charges are made up…Deployment ChargeThis 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 SupportThis 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 SystemBespoke changes to the system have a fixed development charge or £45 per man hour

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.