Hoe CRMSolver Uprightlifttechniek naar een hoger niveau tilde met Field Service

A Sector with Unique Challenges

Upright Lifttechniek specializes in elevator installations, modernization, and maintenance. Their service team is available 24/7 for emergencies and performs preventive maintenance throughout Flevoland and the rest of the Netherlands.

CRMSolver was asked to modernize and streamline these processes—without compromising the personal service that defines Upright, such as direct contact with skilled technicians.

It’s all about the relationship, continuously building and improving the best customer and partner experience.

The Foundation: CRM as a Single Source of Truth

Everything starts with a well-structured CRM. CRMSolver built a Salesforce Service Cloud foundation for Upright, in which:

• All customer data, contracts, and assets are stored centrally, ensuring that everyone—from sales to service—works with the same information.

• Dashboards and reports provide real-time insights into maintenance history, open work orders, and expiring contracts.

• Marketing, sales, and service collaborate on a unified customer journey; service data is automatically leveraged for targeted campaigns.

  
  

With the CRM as a "single source of truth," duplicate data entry and inconsistencies are eliminated, creating a 360° customer view.

The Solution: Field Service on Top of CRM

On this CRM foundation, we implemented Salesforce Field Service. This extension manages all on-site operations: planning, dispatching, mobile app, service reports, and more.

• Account and Contact Management: Full visibility into customer organizations and stakeholders. Service Appointments & Work Orders: The core of the Field Service puzzle—linking service visits to SLA and contracts.

• Territory & Scheduling: Advanced logic automatically assigns the right technician with the right skills. Dispatcher Console: Planners see all appointments, available technicians, and territories at a glance.

• Field Service Mobile App (iOS/Android): Technicians access schedules, work orders, parts inventory, and stay connected to the back office via Chatter.

Thanks to this platform, Upright benefits from a future-proof solution that integrates seamlessly with their existing website. The result: satisfied customers and greater visibility into contracts and asset data.

Investing in People: Training and Adoption

Technology is only half the story. CRMSolver provided comprehensive training and adoption support: Planners were trained on the Dispatcher Console. Technicians received instruction on the mobile app and digital service forms. Managers were given dashboard access for tracking KPIs. By training an internal key user and linking them to our VSA service, Upright can now independently maintain and expand the system.

Ready to Take It to the Next Level?

This success story shows how an effective Field Service implementation can transform your service experience. Are you a service-driven company dealing with on-site service, preventive maintenance, or emergency repairs?

With Salesforce Field Service and CRMSolver’s expertise, you can streamline operations, boost customer satisfaction, and lay the foundation for growth.

Our implementation at Upright is still ongoing.

Want to see how we’re transforming service processes step by step?

Follow our journey via our blog and social channels—or sign up for our next (online) session, where we demonstrate how Field Service works in real time. Experience firsthand what it can do for your organization.

👉 Contact us for a free consultation

and discover how we can take your business to the next level—together.

https://www.crmsolver.com/contact