What is Salesforce Field Service and how does it benefit your business?

If you are a business owner, you know that efficient customer service is vital.

And the question is always there…

“How do I improve my customer service and customer experience?”

We often find ourselves answering this question with…

Salesforce Field Service.

Salesforce Field Service is a cloud-based solution that enables businesses to provide faster and more efficient customer service. 

By automating many of the manual tasks associated with field service, businesses can improve their bottom line while delivering a better customer experience. 

In this post, we'll explore how Salesforce Field Service benefits your business and some of the key features that make it so powerful.  

Thanks for reading!  

What is Salesforce Field Service?‍

Salesforce Field Service is a powerful tool that helps businesses provide exceptional  customer service.

FSL enables companies to better manage their mobile workforce, field service activities, and scheduling. 

Field Service integrates with customers' existing Salesforce systems and records information in one place – This reduces double work and manual entry, and ensures that your CRM remains your single source of truth.

Related Read: Why Aren't You Seeing ROI on Your CRM Investment?

It allows businesses to dispatch technicians, keep track of inventory, and increase collaboration.

With improved collaboration, teams can make quicker decisions leading to an on-time service delivery every single time. 

Whether it is installation and repair services or providing home based amenities such as cleaning and beauty services - Salesforce Field Service improves operations. 

Not to mention the automated reporting technology which will make sure that operations are running smoothly without any hurdles!

FSL even plans the most efficient routes between jobs for field service teams to cut down on drive time. 

Suggested Read: The Benefits of Workforce Management Solutions for Your Business

Benefits of using Salesforce Field Service for businesses

Salesforce Field Service is an invaluable platform for businesses.  

It…..

• Provides a one-stop shop to help streamline customer service operations
• Gives businesses real-time visibility into their customers and productivity  
• Enables you to manage operational costs and operating time
• Enables businesses to integrate with other systems in their tech stack seamlessly  
• Its self-service scheduling capabilities and AI-powered service advisor technology, allow businesses to enhance customer experience

Whether you're looking for an efficient way to manage schedules or a smart method of organizing your service techs - Salesforce Field Service should be the first option you consider!  

How to get started with using Salesforce Field Service

To implement FSL in your business, there are a few steps you need to follow:

STEP 1: Identifying Organizational Needs and Aligning Software Features

Find your organization’s needs and assess how the software’s features can help cater to them.  

What kind of field service do you offer? 

What are the current processes that your team adheres to?

Where do you feel that there is room for improvement? 

Explore Our Salesforce Advisory Services

STEP 2: Understanding Salesforce Field Service and Exploring Solutions

Once you have a clear view of your team’s specifications, you should equip yourself with the knowledge of FSL. 

Spend time researching potential solutions and get creative about how you can apply them to your business.  

The customer support resources available for Salesforce Field Service are also great sources for additional advice and best practices. You can find them here.

Explore Our Salesforce Implementation Service

STEP 3: Training Your Team for Successful Implementation

After the right process selection, setup, and customization, ensure training for your team members.

If you follow these 3 simple steps, you will be on your way to becoming an experienced user and delighting your customers!  

How Businesses Utilize Salesforce Field Service

The power of Salesforce Field Service to help businesses be successful is undeniable.  Many companies have used this platform to streamline their customer service operations, improve the efficiency of their teams, and grow their revenue.

According to “State of Service” Salesforce Research conducted in October 2020, 80% of decision makers at companies with field service say it’s a key part of their overall strategy.

Salesforce Field Service has an impressive list of features:

• Mobile dispatching
• Customer portals
• Real-time insights & analysis
• Powerful scheduling capabilities

It has benefitted several companies in managing resources for various scheduled services:

• Healthcare: Home visits
• Maintenance and Repairs: Planning and managing scheduled visits 
• Sales: Planning visits to prospective customers

Strategically Optimizing Resources with Salesforce Field Service

Salesforce Field Service helps in making optimum use of resources by planning these visits strategically.

If you're interested in learning more about how Salesforce Field Service can benefit your business, we recommend speaking with our certified consultants.

Our team would be more than happy to answer any questions you have and discuss how to get started using Salesforce Field Service.  

Do you have any questions about Salesforce Field Service? Reach out to us for more!   

Salesforce Field Service can benefit your business in many different ways. It enables businesses to provide faster and more efficient customer service.

What could be the benefits of introducing Salesforce Field Service to your business? Read more in our latest article below is a cloud-based solution that enables businesses to provide faster and more efficient customer service.

According to “State of Service” Salesforce Research conducted in October 2020, 80% of decision makers at companies with field service say it’s a key part of their overall strategy.

Read more in our latest article below.