For those paying attention to the SaaS industry, the name “Salesforce” is as synonymous as “Coke” is with cola-flavored, carbonated beverages. Similar to Coca Cola, which started off with just one soda drink and now has a gazillion choices, Salesforce has its tentacles not only in CRM but many other areas. One of them is the world of field service operations and management. What sets this platform apart is that its creators have taken the time to create a branch of Salesforce for almost every industry that they can think of, and they’re continuing to do so.
Salesforce’s field service offering should be on anyone’s list of options to compare when you’re in the market for field service management and/or automation solutions.
Download Our Field Service Automation Guide
What Is Salesforce Field Service?
Salesforce Field Service was built as an extension of the Salesforce Service Cloud, offering a comprehensive approach to workforce management. This is formerly known as FSL, or Field Service Lightning, and it offers total management of field operations for organizations of all sizes. This is a tool that has evolved over time to become what it is today, offering continued evolution and improvements as they are discovered, as well.
With this tool, you can track everything from locations to arrival times and even the amount of inventory each technician has with them at any given time, making it easier than ever to keep track of things. When you’re monitoring smarter, you’ll be able to improve efficiency, boost productivity, and even enhance your brand reputation. There are five main areas of the FS app from Salesforce:
- Service Appointments
- Service Cloud
- Territory and Scheduling
- User Interface (Dispatcher Console)
- Mobile App (for iOS and Android)
Salesforce has a great diagram to explain the components of the tool and how they work together to improve field service operations. The tool becomes increasingly more valuable when you have more moving parts in the service delivery of your field operations.
Now, let’s take a look at some of the biggest features and benefits of Salesforce’s field service management solution.
Features of Salesforce Field Service Field Management Software
Salesforce Field Service offers several features to help streamline field management and job efficiency, as well as to make it easier to get work done with a remote workforce. The key is that the Salesforce platform works in real-time so that even when people are miles apart, they’re always on the same page. Some key features of this software include:
- Territory mapping and scheduling optimization
- Appointment booking features
- Work order creation and management
- Account and contact management
- Lead and opportunity management
- Dispatcher console for easy dispatching
- Mobile app for easy use on smartphones and tablets
- Reporting feature that includes a variety of reports and custom options
This is just a sampling of what you can do with the Salesforce Field Service field management tool.
Benefits of Choosing Salesforce Technology for Mobile Field Service Management
Several brands are coming to the table with field service management solutions for mobile and remote use. However, they are not all created equally. Some companies focus more on the “customer” aspect of customer relationship management (CRM) software, while the true value lies in making sure that your tools are up to par and capable of delivering what today’s customers demand. When you do that with tools like Salesforce Field Service, you’ll enjoy perks like:
- Improved efficiency and consistency in field operations
- Reduced operating costs
- Improved profitability
- Improved reputation
- Reduced paperwork and paper waste
- Improved inventory management
- Improved accounting and invoice management
- Streamlined work orders and job scheduling
- Easy management from any device
Along with these perks, Salesforce also offers easy implementation and roll-out of its platform, ensuring that implementation is easy, and people can learn the platform in days, not weeks or even months.
The Final Call
If your organization is looking for a well-known, agile solution for field service automation and management, Salesforce might have just what you need. The Salesforce field service platform is designed to fit the needs of various types of organizations that handle field operations. With scalable customization and plenty of other features, it’s at least worth a look. Of course, it’s also been rated among the best field service management software out there, so it is sure to deliver what you need, whether you’re a small business looking for solutions or a larger corporation seeking enterprise-level support for field service operations.
Learn about the solution more by connecting with us.
6 Field Service Trends to Watch in 2022
Explore six field service trends that you should be watching in 2022 if you want to beat the competition and ensure that your customers continue to choose you.