Asset Overview and Management
We enable our service employees to access a central, filterable, and interactive overview of all connected assets in Salesforce. This unified view helps them manage, service, and sell more efficiently by providing real-time transparency across the installed base. With customizable list views, hierarchical structures, and direct links to related accounts and contracts, we turn asset data into actionable insights that improve daily operations, strengthen customer relationships, and lay the foundation for proactive service and growth.
Centralized Asset List with Filter & Sorting
Objective: Provide a fast, permission-aware list experience to find and segment assets across the installed base.
Key Capabilities:
Real-time filtering by: name, ID, status, location, type
Customizable list views (columns, hierarchy levels, default filters)
Hierarchical structure of assets, adjustable depth
User permission enforcement & savable views
Direct links to accounts and contacts for outreach
Asset-to-Customer/Contract Mapping
Objective: Ensure every asset is linked to the correct business context (accounts, contracts, maintenance plans) for end-to-end traceability.
Key Capabilities:
Assets can be linked to accounts and contracts
Maintenance plan can be linked to one or more assets
Sub-asset trees can be assigned collectively
Inheritance of links from parent asset when no direct link exists
In-Context Asset Actions
Objective: Execute common service and lifecycle actions directly from the asset view to reduce effort and improve data quality.
Key Capabilities:
Create maintenance tasks or schedules
Change asset statuses directly
All actions are logged for traceability
Sales Intelligence on Installed Base
Objective: Identify revenue opportunities and target campaigns using lifecycle and usage insights from the installed base.
Key Capabilities:
Identify upsell potential: old, contract-less, overused assets
Dashboards/diagrams with drill-down to asset or customer
Campaign creation & scenario modeling (e.g., shorter lifecycles, price increases)