Customer history in one place
Help the next person see the account, location, past requests and promised follow-up without searching old email threads.
OREGON ROOTS • NATIONWIDE SUPPORT
Salesforce for field-service businesses
Connect the office, dispatcher and people doing the work with customer history and clearer service handoffs.
FIELD SERVICE
A customer calls. Your team has the context.
A useful office-to-field handoff
Define the information that needs to travel with a job, who owns updates and what dispatch needs to know when circumstances change.
Close the loop after service
Bring completed-work details back to the office and prompt the next customer conversation. Make recurring service opportunities visible.
Start with the operation.
Salesforce Field Service may fit some operations, but licensing, scheduling complexity, mobile access and connectivity all matter. We assess those requirements before recommending a product or promising offline capabilities.
NM2P works with businesses in Portland, Bend and Central Oregon, and with clients nationwide. You’ll work directly with Nick to define the problem, prioritize changes and test the result with the people using it.
Choose the support that fits.
- Rescue & Cleanup for an existing Salesforce setup that has become difficult to use.
- Fractional Salesforce administration for regular support and a backlog that keeps moving.
- Implementation & Process Design when your systems need a more connected foundation.
Tell Nick where work gets stuck.
A missed follow-up, a manual handoff or a report nobody trusts is enough to start.
Email Nick ↗ (503) 985-6675