Case Study: System Support & Integration achieves streamlined field service operations with SMBHD and Salesforce Field Service Lightning

System Support & Integration boosts maintenance sales and scheduling efficiency with SMBHD

System Support & Integration (SSI), a provider of support for lighting and building automation systems, faced challenges with manual processes and an inefficient field service system that hindered scheduling, client communication, and KPI tracking. To address this, they partnered with SMBHD for a more robust solution built on Salesforce Field Service Lightning and Sales Cloud.

SMBHD implemented a centralized system that automated scheduling, client notifications via email and SMS, and post-project invoicing. This solution provided SSI with improved resource allocation, mobile access for technicians, and automated generation of opportunities for ongoing support work. As a result, SSI achieved greater operational efficiency, increased accuracy in appointments, and enhanced visibility into project financials for better decision-making.

System Support & Integration