Customer Story: Güntner
“GoFormz makes it easy for our service teams. All they need to do is capture a few necessary fields on the job site, versus needing to capture everything that Salesforce has already populated.”
About Güntner
Güntner is a worldwide leader in component manufacturing for refrigeration and air conditioning, providing innovative, high-quality world-class products and services.
Challenge: Güntner service providers were burdened by the large number of cumbersome tools and documents they were required to carry with them to each job site, as each equipment installation and servicing requires different tools. Additionally, Güntner relies on Salesforce as their CRM of choice, meaning whichever digital forms solution they selected to use would need to seamlessly integrate with the Salesforce platform.
Solution: Leveraging GoFormz mobile forms and the Salesforce integration, back-office teams can automatically dispatch digital forms pre-populated with customer and equipment information to service teams in the field. When an installation or repair is completed, service teams will then enter what work was done, collect a customer signature, and submit the form from their tablets in the field. All of the relevant information is instantly routed back into the corresponding Salesforce record.
Results:
Data is easily passed between Salesforce records and Güntner’s mobile forms
Forms pre-populated with Salesforce data increase visibility into a project’s scope
More accurate, consistent data capture reduces opportunities for error and saves time
Digital data capture eliminates the need for cumbersome, manual resources
Improved professionalism leads to elevated customer confidence
To read more of Güntner’s digital transformation story, check out the full case study here.
