easy field service automation with collaborative work management
TRANSCRIPT
Confoe proprietary and confidential information
www.confoe.com
Speed-Flexibility-Execution
EASY FIELD SERVICE AUTOMATION WITH
CONFOE AND SMARTSHEET
Confoe has been improving field service operations and profitability for over 15
years with clients ranging from the Fortune 50 to SMBs. How can we help?
| Confoe proprietary and confidential information | 2
I’d like more
collaboration
across the team
and more visibility.
I’d like to automate
some workflows.
VP of Service
Director of Service Operations
Boss needs the weekly
updates but
I have no
visibility!
Budgets
We don’t have
the time or
money for a
large IT
project.Finance Director
TYPICAL CHALLENGE?
Everything is so
manual
I’m getting
buried in tons of
emails, calls and
meetings.
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DISCONNECTED/CUMBERSOME PROCESSES?
Budgets
Certifications
Public Excel
Org Charts
DemandsExcel Phone Calls
Site Manager 1
Site Manager 2
Site Manager 3
Site Manager 4
Supervisor Field Engineer
E-Mails
Meetings
Where?When?
E-Mails
Meetings
Excel
Phone Calls
Director of Service Operations
Private Excel
Finance Manager
Budgets
Extract Reports
There’s got to be
a better way!
HELP!
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What to use?
CREATE CONNECTED/EASY SERVICE PROCESSES
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COST EFFECTIVE/RAPID SERVICE AUTOMATION
Best Field Service CWM Smartsheet-CWM Leader
“Smartsheet focuses on project and team workspaces. Designed for users who like the experience of traditional
spreadsheets but are hoping to manage multiple team members' work, Smartsheet allows users to track conversations at a
row, sheet, or workspace level and to attach relevant files as needed. These workspaces can be shared with internal and
external users via email. Smartsheet also provides resource management capabilities to give project managers an easy
overview of their team's workload. Project managers are automatically alerted when their resources are overallocated.
Smartsheet provides rich mobile solutions for both iOS and Android. It also provides robust security capabilities and a wide
range of customer support programs.” Forrester Wave: Enterprise Collaborative Work Management, Q4 2016
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TRANSFORM IN WEEKS NOT MONTHS
To find out more or get started
now:
512-633-5065