Replacing Siloed Systems with a Unified Platform
The makers of the Solea CO2 laser had outgrown Service Cloud, with field scheduling running off in its own silo. We unified sales, service, and field operations on one platform.
Convergent Dental
Sales, service, and field operations unified on one platform
Convergent Dental, makers of the Solea CO2 laser, hit hard operational limits during rapid growth. Their Service Cloud couldn't handle two-to-three-year growth projections. Teams didn't share the same information, and there was no system to track replacement parts, service, or maintenance. Field scheduling ran separately from Salesforce, so technicians were routed farther than necessary while closer techs sat idle, and service sign-offs relied on spreadsheets, scanning, and manual attachments that invited data-entry errors.
We implemented a comprehensive Salesforce ecosystem: Sales Cloud as a unified sales platform, a Service Cloud Console giving one home screen for every customer interaction, and Field Service Lightning to replace disconnected scheduling with mobile field documentation and client sign-offs. The integration strategy pulled every previously siloed system into one platform with geolocation-based technician assignment.
- Teams gained instant access to integrated data across all departments
- Service calls and scheduling grew more efficient with geolocation-based technician routing
- Staff can easily gather, review, and report on a range of operational metrics
- The platform supports current operations while scaling for future growth