More Efficient Workflow
Drag-and-drop work scheduler
Repair paperwork generation simplicity
Point-and-click Parts Tickets
High quality Purchase Orders
Drag-and-drop work scheduler
Repair paperwork generation simplicity
Point-and-click Parts Tickets
High quality Purchase Orders
High quality estimates and RO's
Efficient repair job scheduling
Improved accuracuy
SMS texting/eSignature capability
Customer data in one place
Inventory data in one place
Customized job function dashboards
Easy integration with QuickBooks
Access all data...anytime, anywhere
Phones, tablets, desktops – all integrated
Simple technician time tracking
Improved customer contact
teamMarine uses a document-oriented approach to generating paperwork where service writers build their documents using simple, point-and-click techniques to add what the customer is asking for or what they need to communicate to technicians
A Parts Ticket begins with a blank document that is simply created with the parts being requested by the customer using point-and-click techniques
Parts Managers quickly and easily create their POs using teamMarine's document-oriented approach to generating the necessary paperwork to order parts
Dashboards make it easy for everyone to get a high-level look at how Service is being managed in Salesforce
Have all of your Repair Orders automatically translated into an intuitive, drag-and-drop schedule organized by departments and technicians so you can get a big picture view of everything being worked on (or not being worked on!)
Let technicians clock in and out of jobs right on the boat from their phone or tablet without being tethered to a computer or having to manually fill out and turn in timesheets
Easily maintain your Parts Inventory from any device while conducting physical counts from a phone or tablet instead of doing everything at a computer
Maintain a custom list of Price Levels of labor rates and parts margins for your different customer types to be used when generating Repair Orders and Parts Tickets
Eliminate the need for everyone to always have to do things on a computer. Have service advisors use the Salesforce Mobile app to write up Repair Orders in the lot with the customer, or technicians clock in and out of jobs on their phones or tablets.
Sync all of your Service work with QuickBooks for accounting purposes, generating Invoices, Bills, Payments, and Chart of Account entries with the click of a button
SMS texting is the new email and so why not text customers, and even your own technicians, right from Salesforce? (Additional fees apply. See Pricing for details.)
Go paperless with electronic signatures! Use Salesforce to capture signatures from your Customers electronically, either in person, on phones and tablets, or remotely via email. (Additional fees apply. See Pricing for details.)
Salesforce is a great tool for us, especially since it has been customized to the boating industry. It allows me to do everything in one program: keep track of new prospects, search for particular boats for customers (MatchMaker), assign tasks to the sales team, and attach any correspondence related to any customer with the click of a mouse.
- Debbie Ludewig, Sales Assistant, South Shore Marine (Huron, OH)
Generating sales agreements used to involve a lot of double-entry of data. Now I can generate a contract with the click of a button!
Ted Melching, Finance Manager, South Shore Marine (Huron, OH)