Case Study: How Perigeon Integrated Salesforce Service Cloud with Dashpivot to Boost Field Efficiency by 40%
Introduction One of our clients, a mid-sized construction services company, faced a common challenge: their customer service teams used Salesforce Service Cloud, while site teams relied on Dashpivot for checklists and reporting. The disconnect created: Delayed updates from field to office Repeated manual data entry Customer complaints due to lack of real-time visibility Perigeon […]
How to Seamlessly Integrate Salesforce Field Service with Dashpivot Using FlowSite Open API
Introduction Field service operations today demand real-time collaboration between office teams, field technicians, and site supervisors. Many companies use Salesforce Field Service (FSL) to manage work orders, scheduling, and customer interactions—while tools like Dashpivot by Sitemate help digitize workflows, forms, and documents on-site. But when these systems work in silos, teams struggle with double data […]
Work Orders Made Simple: Salesforce Field Service Integration with Dashpivot & Procore
Introduction For field service and construction teams, work orders are the heartbeat of daily operations. Salesforce Field Service manages scheduling and customer interactions, while site tools like Dashpivot and Procore handle on-ground execution. The challenge? Disconnected work orders. Salesforce has the order, but field teams don’t see it in Dashpivot/Procore. Site teams complete tasks, but […]
