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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Optimize My Day provides top-notch solutions tailored for mobile operations that are integral to the value chain. This robust cloud-based platform enhances not only routes and schedules but also customer engagement and all facets of mobile workflows. Our economical solution is straightforward to deploy and integrates effortlessly with your current IT systems, making it ready for immediate utilization. For field-service route planning to be effective, it must be adaptable to changing circumstances. The goal is to minimize travel durations, enabling more meaningful interactions with clients. Our route-planning software equips your field personnel with a real-time summary of their upcoming customer visits, allowing them to spend less time on the road and more time engaging with clients. Additionally, OMD Go efficiently handles mobile order management for your sales teams, service technicians, and other field workers, who only require a mobile device with internet connectivity to get started. With this solution, your team can maximize productivity and enhance customer satisfaction simultaneously.

Description

Obtain insights into data quality by generating reports on both standard and custom field usage. Have you ever dreamed of achieving that ideal, streamlined page layout? Unused fields in your Salesforce organization can lead to confusion, distort reports, and complicate essential administrative tasks. Field Trip provides the capability to evaluate the fields within any object, allowing you to swiftly see the percentage of records (or selected subsets) that have a particular field filled in. By running reports on your standard and custom fields in Salesforce, you can gain a clearer understanding of which fields are crucial for your organization. With an effortless installation process, a user-friendly interface, and exportable reports, Field Trip simplifies the analysis of your fields. After installation, you simply name your trip, choose an object (like Accounts), and optionally apply a filter for specific record subsets. Subsequently, you will receive a comprehensive report outlining the usage of each field or the absence of data. This tool not only enhances your reporting capabilities but also contributes to improved data management practices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 
ZoomInfo No 

Integrations

Salesforce Yes 
ZoomInfo Yes 

Pricing Details

$100 one-time payment
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

OptimizeMyDay

Founded

2000

Country

Germany

Website

www.optimizemyday.com

Vendor Details

Company Name

ZoomInfo

Founded

2007

Country

United States

Website

zoominfo.com

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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