Services

Field Service and multi-platform ERP services for utilities, telecom, and asset-intensive enterprises. Modernize operations with Salesforce FSM, NetSuite, Sage Intacct, IFS Cloud, and security-first architecture.

How Cold Sun Capital Can Help

Salesforce Field Service Management implementation, ClickSoftware & ServiceMax migration, and FSM integration services for utilities, telecom, and asset-intensive enterprises.

Salesforce Field Service Lightning Implementation

End-to-end FSM implementation with mobile workforce optimization, scheduling, and route optimization.

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ClickSoftware & ServiceMax Migration to Salesforce FSM

Legacy FSM platform migration with zero downtime and data preservation.

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FSM + Contact Center Integration

Unified customer experience with seamless integration between field service and contact center operations.

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Appointment Assistant & Last Mile Optimization

AI-powered appointment scheduling and last-mile delivery optimization for improved customer satisfaction.

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Industries We Serve

We understand the importance of an industry lens to capitalize on opportunity and solve key problems. That's why we take an industry-first approach.

Featured Solutions

Salesforce Field Service Lightning Implementation

Complete Salesforce FSM implementation for utilities, telecom, and asset-intensive enterprises with mobile workforce optimization.

  • Reduce field service response time by 30-50%
  • Improve first-time fix rates and customer satisfaction
  • Optimize technician scheduling and route planning
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ClickSoftware & ServiceMax Migration to Salesforce FSM

Legacy FSM platform migration with zero downtime, data preservation, and enhanced functionality.

  • Zero-downtime migration from legacy platforms
  • Preserve historical data and service records
  • Modern FSM capabilities with Salesforce integration
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NetSuite ERP for Multi-Entity Growth

NetSuite implementation optimized for multi-entity businesses with consolidated reporting and financial operations.

  • Unified financial operations across entities
  • Automated consolidation and reporting
  • Scalable architecture for growth
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Security & Compliance Fast-Track (SOC 2 / HIPAA / ISO 27001)

Accelerated compliance implementation bundling SOC 2, HIPAA, and ISO 27001 with security-first architecture.

  • Achieve compliance in 90-120 days
  • Security-first architecture design
  • Ongoing audit support and maintenance
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SAP S/4HANA Migration

Phased ECC 6 to S/4HANA migration before the 2027 end-of-support deadline — at mid-market speed, not enterprise timeline.

  • 12–16 week delivery phases vs. 18-month mega-projects
  • ECC 6 end-of-support risk eliminated
  • Unified SAP + Salesforce operations
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ServiceNow ITSM Implementation

ServiceNow ITSM connected to your Salesforce and ERP stack — so IT operations and business operations finally share the same picture.

  • 60-day implementation track available
  • Integrated with Salesforce and NetSuite
  • Incident resolution tied to customer impact
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Cold Sun Capital's key differentiator compared to other consulting firms is their breadth and depth of experience across Salesforce FSM, NetSuite, and security compliance. Our Salesforce Field Service implementation reduced response times by 40% and improved first-time fix rates significantly.

Client, Chief Financial Officer

Our Field Service & ERP Transformation Approach

We follow a proven 7-phase methodology that ensures successful implementations from assessment through optimization. Our approach combines enterprise-grade capabilities with mid-market speed.

  1. Assessment: Comprehensive evaluation of current systems, processes, and requirements to identify gaps and opportunities.
  2. Design: Architecture and solution design tailored to your business needs, industry requirements, and growth objectives.
  3. Build: Agile development and configuration of your platform with continuous testing and validation.
  4. Test/Train: Comprehensive testing and user training to ensure smooth adoption and system readiness.
  5. Data Migration: Secure, validated migration of historical data with zero data loss and minimal disruption.
  6. Go-Live: Coordinated launch with support and monitoring to ensure successful transition.
  7. Optimization: Ongoing refinement and optimization to maximize ROI and adapt to evolving business needs.

Case Studies

See how we deliver field service and ERP results across industries.

SaaS CFO Achieves $60M Valuation Increase with Salesforce Revenue Cloud

SaaS CFO Achieves $60M Valuation Increase with Salesforce Revenue Cloud

After implementing Salesforce Revenue Cloud, the finance team automated revenue recognition, reduced close cycle to 5 days, and provided real-time revenue insights. This operational excellence contributed to a $60M valuation increase during the next funding round.

SalesforceTechnology/SaaS
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Healthcare CIO Streamlines Operations with NetSuite Integration

Healthcare CIO Streamlines Operations with NetSuite Integration

NetSuite integration unified all systems, automated procurement workflows, and reduced manual data entry by 83%. The organization now operates with a single source of truth, enabling faster decision-making.

NetSuiteHealthcare
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Manufacturing CEO Accelerates Growth with IFS Cloud Implementation

Manufacturing CEO Accelerates Growth with IFS Cloud Implementation

IFS Cloud implementation modernized operations, reduced order-to-cash cycle by 60%, and enabled 3x production capacity. The company can now scale operations efficiently to meet growing demand.

IFS CloudManufacturing
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Professional Services CFO Achieves Real-Time Financial Visibility with Sage Intacct

Professional Services CFO Achieves Real-Time Financial Visibility with Sage Intacct

Sage Intacct implementation provided real-time financial dashboards, reduced close cycle to 4 days, and enabled project-level profitability tracking. The CFO now has instant visibility into financial performance.

Sage IntacctProfessional Services
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Ready to Modernize Your Field Service or ERP?

  • Platform fit assessment (Salesforce FSM, NetSuite, Sage Intacct, IFS Cloud)
  • Legacy FSM migration strategy (ClickSoftware & ServiceMax to Salesforce FSM)
  • Security & compliance readiness (SOC 2, HIPAA, ISO 27001, GDPR, PCI DSS)
  • Integration plan (contact center + FSM + ERP unified architecture)
  • Implementation timeline (8-12 weeks for FSM, 90-120 days for NetSuite)
  • Managed services and ongoing support options