Ebooks & Whitepapers

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Featured Content

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Energy and Utilities on Salesforce

Whether your energy or utilities company is facing challenges in managing field operations or integrating aging IT systems, this document explores how Salesforce Field Service can streamline processes and enhance customer service. It covers Salesforce Field Service, custom Apex code, and automation tools to help you optimize operations while maintaining connections to legacy systems.

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The Ultimate Guide to Certinia CS Cloud

Certinia Customer Success Cloud helps solve critical challenges like customer churn, inefficient onboarding, and missed renewal opportunities. This eBook outlines how the solution empowers businesses to streamline customer success processes, improve retention rates, and drive proactive renewals. With actionable insights and automation, learn how to enhance customer engagement and ensure long-term satisfaction.

Ebooks and Whitepapers

Click FSE EOL EBook Featured

ClickSoftware FSE End-of-Life (EOL) Migration Guide: Information and Tips to Help Navigate Field Service Edge’s EOL

ClickSoftware Field Service Edge (FSE) will be reaching end of life (EOL) on December 31, 2026. Our FSE EOL eBook offers information and tips to navigate EOL and solution migration from field service, ClickSoftware, Salesforce, and technology experts.

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ClickSoftware Migration Guide:
End Of Life Security, Salesforce Field Service, and Transition Support

Whether you’re a ClickSoftware 8.3 user, which is nearing its end-of-life (EOL) date on December 31, 2023—or your organization has passed its Click 8.x solution’s EOL date—to avoid data breaches and service disruption you should be in the process of planning or transitioning to a new secure and supported field service solution.

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Field Service Guide to Safety: Improving Your FSM Organization’s Safety

Our comprehensive Field Service safety guide covers everything from governance and compliance to practical tips, remote worker management to technological resources. For FSM organizations interested in improving their safety or establishing a safety culture within their workplace.

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Field Service Excellence: Maximizing Your FSM Investment

Poor field visibility, difficulty managing and assigning work to third party contractors and limited productivity savings are just some of the challenges keeping service leaders awake at night.

Manufacturing roadmap ebook

Salesforce Manufacturing Cloud Feature Roadmap

Our “Salesforce Manufacturing Cloud Feature Roadmap: Quick Look Timeline and Information Guide” is a great resource for manufacturing organizations that want to understand if Salesforce Manufacturing Cloud is the right solution for them. Learn more about product features, what’s included, and who this solution is ideally suited for.

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