Youreka for Employee Experience <br>Improve Operations  

Youreka for Employee Experience
Improve Operations

Youreka, a Dispatch company, is a leading Salesforce ISV partner and the #1 Smart Forms application for Salesforce. 100% native to the Salesforce platform, Youreka enables organizations to elevate the capabilities of their mobile workers, and in turn, improve customer service and accelerate growth.

Step 1 of 3

Guide Technicians with Mobile Procedures

Step 1 of 3

Guide Technicians with Mobile Procedures

Our innovative platform offers a comprehensive solution to guide your field employees effectively. With our dynamic instruction, logic, next-best actions, and tooltips integrated into your forms, you can easily build institutional knowledge and streamline operations. Say goodbye to manual error detection and welcome real-time error flagging and insightful data surfacing. Our platform provides conditional data validation, live formulas and calculations, image recognition, and advanced AI capabilities. This ensures that errors are caught early on and valuable insights are surfaced immediately. By leveraging our technology, you can enhance the productivity and accuracy of your field operations. Empower your technicians with the tools they need to excel in their roles and provide exceptional service. Say hello to improved efficiency, reduced errors, and optimized workflows.

Step 2 of 3

Create Mobile Forms and Assessments

Step 2 of 3

Create Mobile Forms and Assessments

Is your team using paper, PDFs, or spreadsheets in the field? Move your organization's Forms, Surveys and Checklists to Salesforce easily with Youreka. You can even add guidance, best practices, and reminders to Forms to improve consistent team performance.

Step 3 of 3

Use Youreka Across the Salesforce Platform

Step 3 of 3

Use Youreka Across the Salesforce Platform

Keep it in Salesforce.

Your teams deserve the best, get the only Salesforce-native mobile forms for field teams.

  • Automatically create dynamic forms for work orders or service appointments.
  • Provide the ability for users to create ad-hoc forms in the field, even while offline.
  • Easily link to forms using SFS app extensions
  • Configure rules in Youreka and any Salesforce data your users need anywhere online or offline.
  • Give the back-office access to completed forms and photos in your salesforce environment.