Economode Food Equipment Pvt. Ltd.

• Disorganized Service Planning: The absence of a structured system for managing weekly maintenance schedules led to missed tasks and inefficiencies.
• Tracking Sales & Service Hours: Field sales teams struggled to log work hours accurately due to the lack of a check-in/check-out system.
• Delayed Quote Approvals: The manual approval process for service quotes resulted in prolonged client approval times, delaying service execution.

• People: Trained service teams on the new digital tracking system, improving engagement and adherence to structured workflows.
• Process: Standardized scheduling, service tracking, and quote approval processes to reduce delays and enhance productivity.
• Systems: Implemented Salesforce solutions, including Check-In Mate for service tracking and a custom quote approval workflow for faster decision-making.

• Implemented a digital system for scheduling and managing maintenance plans.
• Improved execution rates and reduced scheduling conflicts.

2. Check-In Mate Package for Salesforce:

• Enabled precise logging of service visits through mobile-based check-in/check-out functionality.
• Provided real-time visibility into work hours and service activities.

3. Automated Quote Approval Workflow:

• Integrated a structured approval process within Salesforce to expedite service quote evaluations.
• Reduced manual intervention, ensuring faster approvals and streamlined service execution.

• 40% Improvement in Service Planning: Enhanced scheduling efficiency, reducing missed appointments.
• Optimized Resource Allocation: Improved tracking of service hours led to better personnel and equipment utilization.
• Faster Quote Approvals: The automated workflow significantly reduced approval time, accelerating service delivery.
• Enhanced Customer Satisfaction: Improved service execution times and better client engagement led to higher satisfaction levels.

• Creatique Technologies brings expertise in Salesforce, AlignMix, and Tableau, delivering tailored solutions for manufacturing and life sciences companies. By aligning People, Process, and Systems, we help businesses achieve operational excellence, maximize efficiency, and drive measurable growth.Creatique Technologies brings expertise in Salesforce, AlignMix, and Tableau, delivering tailored solutions for manufacturing and life sciences companies. By aligning People, Process, and Systems, we help businesses achieve operational excellence, maximize efficiency, and drive measurable growth.