One of our leading clients specializes in the repair and maintenance of fire systems. They provide outstanding maintenance services for fire alarms, emergency lighting, fire extinguishers, and hose reel maintenance. Their installations include dry and wet risers and sprinklers.
These systems operate efficiently by releasing an agent onto the risk to protect life and property whilst minimizing damage to the room or equipment. They have over 40 years of knowledge and experience in the industry and are experts in keeping properties safe from the threat of fire.
They are using Salesforce CRM for maintaining the business process and updating records and also reports. Our customer-facing challenges to sending the reports to the additional user on a regular basis in Salesforce.
- Our customer wants to receive the report in the mail and also for multiple users in Salesforce. As there is no standard default feature in salesforce for Email customization.
- They want to create a new report or an existing report according to the required criteria.
- They need to schedule the report for the given CC mail from the existing report and also the newly created report on Salesforce.
- When scheduling the new report it should be on the existing report date and time.
- This is where Salesforce installation comes in. With Report AX installation into our customer salesforce CRM. You can have complete information to view reports.
- In the schedule report tab, you can create a new report and schedule the report with the existing date and time based on their requirements.
- Report AX allows the users to send multiple CC emails and Schedule the report for the given cc mail from the copy of the existing report.
- The reports can be filtered according to the client’s requirements like job status, accounts, created date, etc.
- For the created report you can view it in the graphical form or by dashboards.
- Category: Service Cloud
- Client: VENTRO GROUP
- Location: UNITED KINGDOM
- Year Of Complited: 2022