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Salesforce Implementation, Enhancements & Integration Services

What are Bolt Data

Case & Work Order Management
  • Ensure a seamlessly integrated and highly automated workflow with case designs that span the contact center from field operations to the field technician.
  • Ensure your front-line team is capturing revenue opportunities and establishing customer expectations with fully embedded contract entitlements and warranty information.
IoT-Enabled Asset Management

  • Utilizing IoT can simplify complex asset management that requires regular maintenance. Enabling your organization to track multi-level asset hierarchies is integral in ensuring “as maintained” information remains current and mission-critical products adhere to strict regulatory compliance requirements.
  • Coupled with our IoT integrations or other solutions, we leverage data to keep asset data current and your technicians productive.
Sales Enablement

  • From lead generation and opportunity management through configure, price and quote (CPQ), we design fully integrated sales and pipeline management solutions tailored to the unique needs of your organization.
  • Our intelligently crafted solutions make your sales staff more efficient and enable them to make prospects and clients a focal point. Integrated sales process and pipeline management capabilities enables a strong metrics-based foundation for sales management.
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Service Parts Management
  • Efficient use of service inventory can often be the difference in turning a services profit. To keep inventory turns high yet keep inventory where needed to ensure first call completion, we craft solutions that enable your contact centers and technicians alike to order, receive, consume and return parts quickly and efficiently.
  • Our experience integrating with a variety of ERP systems ensures real or near real time updates for orders and parts movement and ensures proper financial management of valuable company assets.
Entitlement & Profitability
  • Unique Salesforce product extensions enable your business to integrate contract and warranty entitlement information throughout service operations.
  • We automatically entitle products and work orders while providing flexible contract discount terms that ensures a reduction in manual data management and revenue increases through better warranty leakage management.
Metrics & Analysis
  • With 10 years of experience on the Salesforce platform, we have deep expertise on how to ensure your organization gets the information needed for good decision-making.
  • We leverage skills & certification information to ensure the best technician is routed to each job and specialize in handling complex dispatch scenarios to optimize technician efficiency and decrease asset downtime. Enabled by our Pricing and Profitability Accelerator, warranty and contract profitability information is readily available to decision makers.
Field Technician Enablement

  • We bring best practices from over 100 customer engagements to tailor highly efficient processes for technician scheduling, time management and parts consumption.
  • Utilizing tailored solutions with field technician mobile platforms ensures that you optimize the data needed for the technician to get their job done while reducing the number of clicks needed to do so.
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Solve Complex Service

The best service solutions are crafted by service professionals themselves. We transform out-of-the-box service software into tailored, state-of-the-art processes.
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Improve Customer Satisfaction

Empower your organization’s service agents with streamlined, real-time data to improve the customer service experience.

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Reduce Operating Costs

Maximize operational efficiency to reduce costs across your service organization.

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Minimize Administration & Maintenance

Automate manual data management processes to significantly reduce data maintenance.

The Bolt Data Services

  • 10+ Years of proven experience in transforming global organizations on the Salesforce platform
  • Saw the need for an IoT and AI solution in the service industry and built an innovative, breakthrough solution, Bolt Data Connect
  • One-stop solution provider with extensive offerings tailored to our customer’s service needs
  • Only Salesforce partner solely dedicated to service management solutions in the customer service and field service industries
  • Dedicated team of certified Salesforce consultants with immense experience in field service

See how Bolt Data Services empowers every industry.

Support and Enhancements for Existing Systems

From Coffee Grounds to a Ground-Up Process Overhaul

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Connecting Sales and Service Amidst Rapid Growth

Transformation of Field Service Operations

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View on the Salesforce AppExchange

Learn More About Bolt Data Services

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See how we can help you streamline your data.