4 Benefits of Using Salesforce Field Service For Service Companies

benefits of salesforce field service
Posted on December 23, 2020

Salesforce Field Service is a software solution that has been providing many benefits for service companies since 2016. Let’s see why.

But first, what is Field Service Management?

Field Service Management (FSM) technology is an automated system that facilitates all field operations processes. Field service providers can plan orders and send the correct agent to the right place of work and monitor the vehicles using field service software.

Field service management is one sector that is undeniably rising. According to a study by Market Research Future, the global field service management market is expected to reach approximately USD 5.59 billion by 2023 growing at a 16.6% CAGR over the forecast period 2018—2023.

However, orchestrating a field service team is not a straightforward task. From arranging staff, generating work orders, tracking inventory, and resolving customer issues—it requires a lot of planning to make it work. In order to overcome these challenges, it’s essential for any company to request assistance from specialists who know about field service management technology.

Nevertheless, when a Field Service Management software has been well designed and implemented, it will enable you to develop and operate your field service activity in one single location. Developing reports showing your employees, setting up work order monitoring and inventory control will be easy tasks. Configuring a mobile app is also possible to make your mobile workforce a success. All these benefits and advantages can be achieved with the Field Service solution (formerly known as Field Service Lightning) from the world’s #1 CRM, Salesforce.

Some of the main benefits of FSM include:

  • Access to customer information from any venue
  • Decreased running expenses and fuel costs
  • Mobile staff management
  • Increased customer loyalty
  • Create and manage field service operation work orders
  • Access knowledgeable articles instantly
  • Ensure compliance with service level agreements
  • Integrating work orders with contacts, accounts, and more
  • Intelligent scheduling
  • Truck equipment and crew tracking and scheduling
  • Use on any sort of mobile device
  • Visibility into inventory
  • Manage job scheduling easily and efficiently
  • And more

Main advantages of Salesforce Field Service

We can summarize all Field Service benefits for Service Companies in 4 main areas:

Benefit 1: Increased Performance

Many companies assign agents to the field from installations and renovations to professional services and routine maintenance. However, more than half of businesses still handle their field agents manually.

It is tedious and time-consuming to manage a company’s field operations. You don’t want to track and locate all the workers manually just because one customer was not served on schedule, or worse, the employee was sent to the incorrect place.

We all know time is money. Using Field Service will make the most of your agent’s time in the field with schedule optimisation. This system connects work orders with accounts, contacts, assets, cases, and other elements you entered as data in Salesforce.

Benefit 2: Reduced Business Expenditure

With the freedom to work while mobile, employees will be more flexible and efficient. Completion of tasks, such as changing work orders and many others can be done while on the go. Job schedules are precisely allocated on the basis of skill, distance, location and other related factors; contributing to tailored service capabilities.

On-site payment requires no back-office billing to be handled. This increased performance leads to improved profitability and decreased prices.

Benefit 3: Improved Customer Loyalty

In the case of an emergency, Field Service also aims to solve problems more effectively by remotely tracking personnel and instantly assessing and allocating resources.

These capabilities of Field Service improve customer loyalty by encouraging businesses to have quicker service response and decreased downtime. In addition, smartphones can be conveniently incorporated with this software, which simplifies information exchange between central offices and local employees.

Even in-person visits can be reduced by providing virtual support. Customers can automatically schedule calls and videos through a client portal.

Benefit 4: Better Communication At Your Company And With Customers

It is very common for field service companies to struggle with managing customers and their employees because of the dynamics of the business.

This requires a great deal of collaboration between various departments and, as a result, these companies need to ensure that their office staff can efficiently exchange customer data and communicate with field teams.

Implementing a CRM that is integrated with field service software will simplify these processes and ensure a seamless communication experience for employees and customers.

Because Field Service can easily be integrated with smartphones, it streamlines the flow of information between central authorities and field workers. Even while offline, the team performs critical work effectively with the Field Service App.

Are the advantages of Salesforce Field Service really beneficial for your service company?

We believe the benefits of Salesforce Field Service are evident if your company is a field service one. It’s a bundle that quickly converts the Salesforce CRM into an agile business tool for an emerging service industry.

Due to the growing industrialization, FSM software is rapidly being used by service companies.

However, the lack of experience in FSM technology is one of the factors restricting its development. After its implementation, proper training provided by a team of experienced and certified developers and administrators is essential to help your staff learn to use, modify, and maintain your system. That will take your company to the next level.

Book a Free Discovery Session

Do you have a question? Do you want to start a project? Get in touch.

Name(Required)

Name*

Toronto Office – Head Office
146 Thirtieth Street
1st Floor
Toronto, ON M8W 3C4

What Our Customers Are Saying

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions

Share This