Asset 360 Suite
Asset 360 Suite
ServiceMax and Salesforce have joined forces to deliver an unparalleled solution that drives operational efficiency with a 360-degree view of assets on the world’s best CRM platform. Natively built on Salesforce Field Service, ServiceMax Asset 360 for Salesforce delivers complete visibility into assets. The new insight empowers service leaders to shift to outcome-based business strategies that propel their business in an age where service is a leading differentiator.
Asset 360 brings data and actions together to deliver outcomes, which can be achieved by increasing visibility into asset data, driving service profitability, and improving service agility.
Increase Visibility into Asset Data
Asset 360 provides better alignment with a purpose-built system of record for equipment data. Accurate equipment data is critical for effective execution, cross-selling and upselling of new products, and quality control.
Asset 360 increases visibility into asset data with the help of the following capabilities:
Asset Hierarchy: This is a way for service organizations to organize assets in multi-level hierarchical views and benefit from complete installed base visibility. It enables service teams to view, search, track, update, and manage equipment in real time.
Asset Timeline: It delivers an at-a-glance, holistic view of past and future activities on an asset on interactive visualization. It is available out of the box and requires no further configuration.
Asset Technical Attributes: It consumes data from IoT platforms, telemetry devices, and sensor-based equipment and enables displaying attribute change history data.
Return Management: This is set up to handle a multitude of return scenarios and facilitate reverse logistics processes by automating and prescribing steps. Call center agents, technicians, and depot engineers can also track the affected assets at any given moment.
Depot Repair: It streamlines all related processes and comes with many packaged flows, such as advanced exchange, loaner management, and different options for return-to-repair scenarios. All built-in flows can easily be configured to accommodate unique requirements.
Maintenance Plans Processing: It eliminates the need to create individual plans for preventive maintenance from scratch. Using the maintenance plan templates to automate the plan creation means it takes a lot less effort to create plans and accuracy is built in. Users can either create time, frequency, or condition-based Asset 360 maintenance plan templates that leverage the technical attributes capability or the time or condition-based Salefecorce-enabled maintenance plan templates. And, the maintenance plan processes define the scheduled runs to create work orders through qualifying maintenance plans.
Service Analytic: The Service Analytic feature enables service leaders to visualize data related to Cost to Serve, Service Profitability, Contract Insights, Asset Insights, Account Attach Rate, and Location Insights dashboards. These dashboards help identify asset health, profitability trends, service process gaps, and details of assets for a specific location.
Drive Service Profitability
Asset 360 improves the visibility of assets associated with a customer. It enables technicians to access key information on the site, such as knowledge base, compliance forms, and price checks for customers.
Asset 360 drives service profitability with the help of the following capabilities:
Entitlement Engine: It provides service teams with automated, rules-driven entitlement verification, upon the creation of cases, work orders, and return orders. Helps prevent providing unwarranted free labor, parts, and loaners and ensures customer quotes include accurate service levels, pricing, and discounts.
Contract and Warranty Automation: It includes interactive features in case the auto-entitlement engine returns multiple coverage results, allowing service teams to select the best coverage option.
Service Threshold: This is an extension of the entitlement engine that alerts service teams how much of the entitled services the customer has already consumed and what is left on the contract.
Contract Negotiated Pricing: It enables service teams to define and track granular pricing terms for individual assets, contracts, and services on top of the selected Price book. This ensures they apply the correct pricing terms to work orders and cases, thereby avoiding leakage and improving the billing process.
Service Contract Planning: It provides a templatized approach for creating individual service plans more efficiently and correctly.
Product Service Campaigns: It allows you to handle recalls, change orders, product modifications, and upgrades with maximum efficiency while ensuring you adhere to compliance deadlines. Define remedial actions, quickly identify affected assets, and automatically generate the desired delivery output.
Out-of-the-Box Reports: It equips you with instant insights on assets with warranties expiring, work orders completed within the warranty period, contract attach rate, warranty conversion to a service contract, and work orders covered or not covered by entitlement.
Improve Service Agility
Digitization and automation of service processes improve productivity and lead to collaboration across departments and drivers. Asset 360 includes out-of-the-box (OOTB) automation and configuration to reduce the total cost of ownership.
Asset 360 improves service agility with the help of the following capabilities:
Service Process Manager: This is a no-code configuration tool for building and supporting any service process. Without relying on IT, it helps business administrators to easily create and modify workflow, regardless of their complexity. Service Process Manager (SPM) is not limited to asset-centric use cases. Whether there is a multi-step workflow required to open a case, assign a preferred technician to a work order, or account for timesheet entries, SPM assists in automating that process. Available within the Salesforce Flow framework, SPM is complementary to and enhances existing Salesforce Flows.
Service Process Wizard: It assembles various workflow steps to drive the guided execution of business processes. The actions shown in the wizard are based on the context of where the user is in the Field Service process. The wizard can be also used both in the Customer and Partner Community.
Best Practice Flow Templates: It decreases implementation time by 30%. The template design leverages 30 years of combined CRM and field service expertise to deliver workflow for installed base management, stock management, returns, depot repair, work order management, and more. For a rapid time to value, Asset 360 comes with more than 60 packaged best-practice process flow templates and transactions that are complimentary to Salesforce Flows.
Transactions: It allows administrators to quickly build and extend field service processes with standalone transactions. Transactions include configurable screens, object mappings, and expressions and can be added to an existing Salesforce Flow to modify the process.
Mulesoft Asset 360 Connect: It accelerates the integration into your existing IT landscape with templates for common data flows.
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