Manufacturing, Services, Energy


Modernize your processes with a complete digital transformation.

Streamline customer operations, improve field technician performance, and leverage advanced data analytics to reduce costs and mitigate risks.

As a trusted Salesforce partner, Synaptic Advisors will help you transform field operations with intelligent mobile workforce management. Salesforce’s highly configurable platform will help you avoid common pitfalls by unifying your disparate data on one secure, cloud-based platform accessible from anywhere. Meanwhile, you’ll enjoy simplified processes and efficient employee communication through dedicated mobile technologies.



Make Your Customers Happy



Know Your Customer

Deliver personalized services and products with a 360-degree view of the customer that includes contact details, service history, and more.

Resolve Problems Quickly

Gain greater visibility into your workforce in the field and streamline defunct processes through comprehensive resource management software.

Optimize Scheduling and Routing

Rapidly schedule and transfer the right resources to the right locations with real-time dispatching and service ticket optimization.

Reduce Risk and Identify Trends

Evaluate operations and efficiency with embedded data analytics that show significant data in real time. Access field service data and analytics on the go with a mobile digital assistant.



Technology Solutions

Synaptic Advisors leverages the Salesforce Platform and its comprehensive suite of mobile components to build custom solutions for Energy clients to unify disparate data, simplify processes, maximize efficiency and avoid pitfalls in the field.


Native Mobile Forms

Youreka mobile forms by Synaptic Advisors

Youreka is a Salesforce-native mobile forms app for assessments, audits, inspections, and surveys that lets your mobile workforce capture essential data onsite without having to leave the Salesforce Platform. Youreka guides mobile workers through customer interactions step by step to ensure better performance and higher customer satisfaction.

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Mobile Workforce Management

Salesforce Field Service Lighting implemented by Syanptic Advisors for mobile

Field Service Lightning is the Salesforce Platform’s mobile workforce management solution. Field workers can access Salesforce on the go, making it easy to route and schedule the best resources for service requests, ensuring work orders are fulfilled as quickly as possible.  

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“We were using a product developed for our industry that got the job done, but the headaches administratively and our user experience were negatively impacted. It wasn’t worth it.”

Joe Rooney

Deputy Director, Metro Policy Program, Brookings 

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