The component of an organization that sends a worker to provide a client with in-person assistance is known as field service in its most basic form. Industry-specific use cases range from maintaining equipment in a hospital to repairing your cable connection at home.
Often, a customer’s sole direct contact with a business is through field service. Interactions are therefore essential to loyalty and retention. Because of this, 80% of decision-makers at companies who use field service think that it is a crucial component of their overall strategy at the moment.
Salesforce Field service management: What is it?
In order to provide in-person support, firms must organize their resources through Salesforce field service management. A variety of use cases exist. Installation of equipment, upkeep, break/fix, and asset monitoring are some of these use cases. These tasks need close coordination between agents, dispatchers, employees, and other parties. It calls for technology and tools that are mostly digital and offer:
• The service request is made by the customer.
• After receiving a service request, the agent creates a work order.
• The dispatcher makes sure the proper individual is given the right job based on factors including geography, scheduling, and skill.
• The mobile worker – gets the work order and visits the location to address the problem
With the use of deep consumer insights, Salesforce Field Service Lightning (FSL), a potent solution from Salesforce Service Cloud, may help your company fulfill growing customer demands. Your business is completely prepared to narrow the customer experience gap and provide a connected experience in the field with Field Service Lightning. Salesforce Field Service Lightning (FSL), which was just introduced two years ago, is now the product with the greatest growth rate in company history.
A COMPLETE VIEW OF THE DATA
Connected experiences result from digital-first field service management. Information is centralized through connected field service management technology. Since everyone is using the same system, data is instantly accessible on all devices.
Salesforce Field service organizations may unleash cross-departmental productivity with a holistic picture of the data. As teams pool information and exchange expertise, it dismantles departmental silos. They work together in real-time on the same platform. As a consequence, since everyone is equipped with the necessary knowledge, the possibility of a resolution increases.
IS THE IMPLEMENTATION EASY TO COMPLETE?
Look at the technologies you already use. Will the solution integrate nicely with your current technological stack? Will it interfere with how you now work? Find out what kind of investment is necessary to make a wise choice.
IS IT SIMPLE TO USE?
It’s crucial to have an understandable solution. How flexible is the proposed solution? Can it concentrate on what each user needs specifically? Does each user see the ideal version for their needs?
CAN IT ACCEPT SUPPORT FROM THIRD PARTIES?
Discover which mobile workforce apps from third parties may be integrated with the solution. To ensure future success, take the time to assess how simple or complex integrations will be.
AREN’T WE MOBILE FIRST?
Ensure that your field service personnel have all they require for success. Make sure your offering works with the mobile devices they currently own.
CAN YOU GET REAL-TIME DATA FROM IT?
Your back office must be aware of what is occurring in the field. The company should be able to get the same information in real-time thanks to your solution.
Techabled provides you with the resources you need to make the most of Salesforce with our specialist consulting services. Our experts help you effectively use the CRM lead management and Salesforce Field Services system. They provide you with the resources you require to draught the most effective strategies for risk reduction and system adoption. You may take full use of the vast potential of SFDC solutions by utilizing the variety of services that Techabled provides. We are conscious that Salesforce is much more than a collection of excellent products and that it is about people. Our team provides your staff with the essential training so you can get the most out of their performance.