About the client
The client is an independent service organization dedicated to providing high quality equipment service and repair.
Solution
- LevelShift leveraged Salesforce Sales Cloud to help the client generate, store, and view invoice-related PDF reports for review by their clinical solutions team.
- Compiled the data and presented it in the SLC, days and hours format for efficient tracking and reviewing.
- Leveraged cross-system object lock (CSOL) report settings to map the report work activities.
Benefits
- Achieved efficient tracking and viewing of reports and associated work orders.
- Automation of report generation improved overall efficiency.