{"id":7510,"date":"2023-06-01T09:00:00","date_gmt":"2023-06-01T16:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=7510"},"modified":"2023-06-01T09:00:00","modified_gmt":"2023-06-01T16:00:00","slug":"viizr-salesforce","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/au\/news\/stories\/viizr-salesforce\/","title":{"rendered":"From Visors to VIIZR: How Salesforce Helps Power Small Business Digital Transformation"},"content":{"rendered":"\n<p>For Earl Taylor and Karl Bates at APEC Electrical, digital transformation happened quickly \u2013 once they realized how outdated their systems had become.<\/p>\n\n\n\n<p>\u201cOne day Earl handed me a clipboard with a piece of paper on it,\u201d said Bates. \u201cAnd I looked at him and I thought: \u2018That&#8217;s archaic. Why are we still doing that?\u2019\u201d<br><br>Their situation was similar to many small businesses whose offices and car visors are awash in all kinds of paper: invoices, expense receipts, routing schedules, post-it notes, and other documents. But in a world where everyone \u2014 from business owners to field techs to the customers they service \u2014 use technology, they realized that software that can digitize processes for small businesses was becoming table stakes. It just needed to be easy to implement and easy for everyone in their company to use from anywhere.<\/p>\n\n\n\n<p>Enter VIIZR \u2013 pronounced just like the work truck visor that previously served as the main filing cabinet for many small businesses \u2014 stuffed full of papers critical to operations. Powered by Ford Pro\u2122 and built on the <a href=\"https:\/\/www.salesforce.com\/products\/platform\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce platform<\/a>, the cleverly named software \u2014 an all-in-one jobsite and back office app \u2014 was designed precisely with small business field service in mind. With VIIZR, businesses like APEC Electrical can manage scheduling, routing, invoicing, and more with ease.&nbsp;<\/p>\n\n\n\n<p>\u201cWhat we&#8217;re trying to do is digitally transform the field service industry,\u201d explained VIIZR CEO Jian Wei Hoh \u2013 JW for short. \u201cThe goal of this type of digital transformation is to improve productivity for these companies and provide better customer experiences in the process.\u201d&nbsp;<\/p>\n\n\n\n<p>VIIZR was built on the Salesforce platform. Salesforce&#8217;s real-time data and CRM tools are built in, giving businesses and their field techs an easy-to-use interface that automates and streamlines their operation through real-time scheduling, digitized quotes and invoicing, project management, and more.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-vidyard wp-block-embed-vidyard\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/uMXm2LBZo9taYysQB1PyQK.jpg\"  data-uuid=\"uMXm2LBZo9taYysQB1PyQK\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"281\"\/>\n<\/div><\/figure>\n\n\n\n<p>Lizanne Kiel, Salesforce\u2019s Executive Vice President of Small-Medium Business, has a good idea of what it takes to power businesses like APEC. \u201cI actually owned a small business, and I\u2019ve seen what\u2019s out there,\u201d Kiel said. \u201cWe are in a world where everyone needs to be able to run their businesses and serve their customers from anywhere. Salesforce is uniquely positioned to work with small businesses because we meet them where they are in their journey and our technology provides the flexibility they need to be successful.\u201d<\/p>\n\n\n\n<aside class=\"more-from-block more-from-block--2 alignfull wp-block-newsroom-moreontopic\">\n\t<div class=\"more-from-block__content\">\n\t\t\t\t\t<h4 class=\"more-from-block__title\">Related<\/h4>\n\t\t\n\t\t<div class=\"more-from-block__cards more-from-block__cards--2\"\n\t\t\t\t>\n\t\t\t\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"13204\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/au\/news\/stories\/agentforce-for-communications-announcement\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/au\/news\/wp-content\/uploads\/sites\/19\/2026\/02\/Salesforce-Launches-Telco-Specific-Agents-to-Improve-Customer-Service-and-Maximize-Revenue.png?w=1024\" class=\"content-card__image\" alt=\"A screenshot of the Quadstar COMS Sales Console showing an SD-WAN quote interface\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/au\/news\/wp-content\/uploads\/sites\/19\/2026\/02\/Salesforce-Launches-Telco-Specific-Agents-to-Improve-Customer-Service-and-Maximize-Revenue.png 1200w, https:\/\/www.salesforce.com\/au\/news\/wp-content\/uploads\/sites\/19\/2026\/02\/Salesforce-Launches-Telco-Specific-Agents-to-Improve-Customer-Service-and-Maximize-Revenue.png?w=300&amp;h=169 300w, 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class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/au\/news\/stories\/agentforce-for-communications-announcement\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tSalesforce Launches Agentforce for Communications to Turn Every Customer Interaction into a Growth Opportunity for Telcos\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t6 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"13114\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/au\/news\/stories\/state-of-sales-report-2026\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/au\/news\/wp-content\/uploads\/sites\/19\/2025\/12\/Lets-Talk_-How-Conversation-Design-Enables-the-Agentic-Enterprise.png?w=1024\" class=\"content-card__image\" alt=\"How Conversation Design Enables Agentic AI\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/au\/news\/wp-content\/uploads\/sites\/19\/2025\/12\/Lets-Talk_-How-Conversation-Design-Enables-the-Agentic-Enterprise.png 1200w, https:\/\/www.salesforce.com\/au\/news\/wp-content\/uploads\/sites\/19\/2025\/12\/Lets-Talk_-How-Conversation-Design-Enables-the-Agentic-Enterprise.png?w=300&amp;h=169 300w, 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https:\/\/www.salesforce.com\/au\/news\/wp-content\/uploads\/sites\/19\/2025\/12\/Lets-Talk_-How-Conversation-Design-Enables-the-Agentic-Enterprise.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/au\/news\/wp-content\/uploads\/sites\/19\/2025\/12\/Lets-Talk_-How-Conversation-Design-Enables-the-Agentic-Enterprise.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/au\/news\/wp-content\/uploads\/sites\/19\/2025\/12\/Lets-Talk_-How-Conversation-Design-Enables-the-Agentic-Enterprise.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/au\/news\/stories\/state-of-sales-report-2026\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tThe Productivity Gap: New Survey Shows ANZ Sales Teams Are Betting On AI Agents To Help\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t6 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\t\t<\/div>\n\t\t<noscript>\n<div class=\"pagination-fallback\">\n\n\t\t<a href=\"https:\/\/www.salesforce.com\/au\/news\/wp-json\/wp\/v2\/posts\/7510\/page\/2\/?bc=OTH#section-title\">\n\t\t\tOlder Posts\t\t<\/a>\n\t\t<\/div>\n<\/noscript>\n\t<\/div>\n<\/aside>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-father-son-duo-transform-their-hvac-business-with-viizr\">A father-son duo transform their HVAC business with VIIZR<\/h2>\n\n\n\n<p>Steve Russell has been in the HVAC trade for more than four decades. He knows the industry through and through, even starting up a trade school to teach students, \u201cto do things the way that an owner wants them done.\u201d And in 2019, he took that 40+ years of know-how and started Central Mechanical Services with his son, Austin.<br><br>But along with Steve\u2019s pedigree came the old habit of paper tickets and invoices in the new venture in Phoenix. He takes pride in being a \u201creal mechanical guy\u201d who ultimately doesn\u2019t want his time consumed with paperwork and logistics. He wants to be building and fixing things.&nbsp;<\/p>\n\n\n\n<p>Austin, for his part, was more familiar with digital tools and knew they needed to find a more efficient path forward, especially as business began picking up.<br><br>\u201cIt&#8217;s not too hard to remember where your technicians are going when you&#8217;re only running three people and you&#8217;re only getting 10 calls a day,\u201d Steve said. \u201cBut when you&#8217;re getting 15 to 20 calls a day and running 10 or 12 trucks, it&#8217;s hard to keep track of it in your head or even on a spreadsheet. We had to find a newer, cleaner way.\u201d<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cThere\u2019s often a perception that these industries are antiquated, but really they just haven&#8217;t had the right tools to take them into the 21st century.\u201d&nbsp;<\/p>\n<cite>Jian Wei Hoh, CEO at Viizr<\/cite><\/blockquote>\n\n\n\n<p>Once they implemented VIIZR, its impact went far beyond just tracking trucks and jobs. \u201cIt helped build our customer relations, send out nice reports,\u201d Austin said. And it also let his dad focus on what he really wants to be doing \u2013 growing the family business.<\/p>\n\n\n\n<p>\u201cThis software has made my life a lot easier. Now, I can go back to estimating and putting projects together so we have more work to get to tomorrow. It makes a huge difference in everybody&#8217;s life,\u201d Steve said.<br><br>And even though Steve is the more outspoken and animated of the two, he can\u2019t help but still play proud papa and give the more reserved Austin his props for pushing him and the company forward technologically.<br><br>\u201cHe&#8217;s been the inspiration and has taken me and this company into the 21st century,\u201d Steve continued. \u201cI&#8217;m one of those guys that believes it&#8217;s not real if I don&#8217;t have something tangible in my hands, but it&#8217;s been a smooth transition that has really opened up new doors.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">For a former U.S. Army soldier and his small businesses, time is everything<\/h2>\n\n\n\n<p>You\u2019d be hard-pressed to find a small business owner who has enough time to accomplish what they need or want to do in a day. There\u2019s always a surplus of work and a deficit of time \u2013 and more often than not, what you\u2019re spending time on isn\u2019t business-critical.&nbsp;<\/p>\n\n\n\n<p>Take Adrian Habicht, a former U.S. Army soldier who now runs RZR Recycling \u2013 also in Phoenix.<br><br>\u201cBefore VIIZR, I spent an entire day \u2013 six to eight hours \u2013 making sure a route made sense. Now I can just do it in 10 to 20 minutes,\u201d he explained.<br><br>Those minutes and hours add up into invaluable time that free up small business owners to prioritize, scale, grow, and focus on the big picture. And as the old saying goes, time equals money \u2013 and in this case, not just for Habicht and RZR\u2019s bottom line, but for his customers.&nbsp;<\/p>\n\n\n\n<p>\u201cVIIZR helps us cut down on waste,\u201d he said. \u201cWith the ability to create more efficient routing and pickups of materials, RZR saves manpower and fuel costs which trickles back down to the customer, because if I have to spend less on fuel, I can give them more money,\u201d Habicht explained.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/www.youtube.com\/watch?v=yqAkGnPqUWc&#038;list=PLrQtu-FhoNIaP1tRpSF3lzbiKKyd83l28\n<\/div><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>\u201cSmall businesses have all the same challenges as other businesses, but without the resources. The real power of Salesforce technology helps them automate and make their business more productive.\u201d<\/strong><\/p>\n<cite><strong>Lizanne Kiel<\/strong>, Executive Vice President of Small-Medium Business at Salesforce<\/cite><\/blockquote>\n\n\n\n<p>When efficiency meets real-time optimization \u2013 all made easily through VIIZR and the Salesforce platform \u2013 that\u2019s the sweet spot that VIIZR\u2019s JW says he loves bringing to small businesses.<br><br>\u201cWe provide the right tools that make up for small businesses having less manpower,\u201d he explained \u2013 calling it \u201can orchestration of data\u201d coming from the Salesforce platform that turbocharges VIIZR\u2019s ability to simplify and streamline a business and its workflows. \u201cIt accelerates everyone&#8217;s productivity in real time, from the front office to the field tech all the way down to benefitting the customers.\u201d<\/p>\n\n\n\n<p>Another unexpected byproduct of VIIZR for Habicht? \u201c I&#8217;m able to go on vacation now,\u201d he explained with a smile. \u201cVIIZRs made it so that I can work anywhere. I don&#8217;t have to be here six days a week.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u2018Surely there\u2019s a better way\u2019<\/h2>\n\n\n\n<p>Another aspect of the old-school paper trail that small businesses often face is one that hits their bottom line hard: the ability to get paid for work.<\/p>\n\n\n\n<p>\u201cWe&#8217;ve seen statistics for multiple businesses where 12% of the invoices don&#8217;t get collected,\u201d said JW. \u201cThey do the work, they\u2019re on to the next job, and a piece of paper getting lost or buried prevents them from getting paid. We thought: \u2018Surely there&#8217;s a better way.\u2019\u201d&nbsp;<\/p>\n\n\n\n<p>VIIZR\u2019s ability to seamlessly send and track invoices through the Salesforce Platform was exactly what APEC Electric, which is based in Honeyville, Utah needed. Looking to buck the \u201carchaic\u201d paper invoice workflow that his business partner Earl Taylor was accustomed to, Karl Bates took the lead in implementing VIIZR.&nbsp;<\/p>\n\n\n\n<p>\u201cWe really need to be able to invoice people from our phones,\u201d he explained. \u201cWhen VIIZR was introduced, I thought, \u2018Holy cow. This is amazing.\u2019 We&#8217;ve increased the ability to receive payments at least four or five times.\u201d<\/p>\n\n\n\n<p>And for JW and the VIIZR team, that\u2019s music to their ears when they hear how their software helps small businesses thrive. That also lends confidence to the businesses themselves, giving employees and customers a sense of security when working with or for them.<br><br>\u201cHaving good software to support your business definitely makes or breaks whether potential employees are actually going to be interested in the company,\u201d APEC\u2019s Bates said. \u201cIf you don&#8217;t have an effective way to manage customers, as well as bids and collecting payments, what employee is going to want to work for you?\u201d<a href=\"https:\/\/youtu.be\/kHdGsaxq8LM\"><br><\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/youtu.be\/kHdGsaxq8LM\n<\/div><\/figure>\n\n\n\n<p>It\u2019s that type of digital transformation that Salesforce is proud to be a part of with VIIZR. \u201cWith limited resources, a digital overhaul can be a daunting prospect for small businesses, but those who do never look back,\u201d Kiel said. \u201cTheir customers are demanding an easy and enjoyable experience, and technology is the key driver of that for the future.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Go deeper:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Get more information on the Salesforce Platform <a href=\"https:\/\/www.salesforce.com\/eu\/products\/salesforce-platform\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>&nbsp;<\/li>\n\n\n\n<li>Read more about Salesforce and VIIZR <a href=\"https:\/\/www.salesforce.com\/news\/stories\/ford-builds-new-technology-on-salesforce-field-service-platform\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/news\/stories\/industries-digital-innovation\/\" target=\"_blank\" rel=\"noreferrer noopener\">Read more<\/a> about industry digital transformation<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>For Earl Taylor and Karl Bates at APEC Electrical, digital transformation happened quickly \u2013 once they realized how outdated their systems had become. \u201cOne day Earl handed me a clipboard with a piece of paper on it,\u201d said Bates. \u201cAnd I looked at him and I thought: \u2018That&#8217;s archaic. Why are we still doing that?\u2019\u201d [&hellip;]<\/p>\n","protected":false},"author":569,"featured_media":7511,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"_jetpack_memberships_contains_paid_content":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"categories":[],"tags":[],"sf_content_type":[1195],"sf_theme":[1115],"sf_topic":[1250],"sf_product":[],"sf_industry":[],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[1094],"sf_collection":[],"sf_visibility":[],"coauthors":[1209],"class_list":["post-7510","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_content_type-feature-stories","sf_theme-digital-transformation","sf_topic-small-business","sf_location-global"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>From Visors to VIIZR: How Salesforce Helps Power Small Business Digital Transformation - Salesforce<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/au\/news\/stories\/viizr-salesforce\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"From Visors to VIIZR: How Salesforce Helps Power Small Business Digital Transformation\" \/>\n<meta property=\"og:description\" content=\"For Earl Taylor and Karl Bates at APEC Electrical, digital transformation happened quickly \u2013 once they realized how outdated their systems had become. \u201cOne day Earl handed me a clipboard with a piece of paper on it,\u201d said Bates. \u201cAnd I looked at him and I thought: \u2018That&#8217;s archaic. 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