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Blow customer expectations away with Salesforce’s appointment assistant for field service companies

Posted on June 13, 2022

Whether it’s onsite service in a home or a business, one thing will always remain the same – people want convenience and connection to your business. The rise of the appointment market is going to play a pivotal role in the future of building customer experiences. With Salesforce’s appointment assistant for field service, you can provide your customers with real-time appointment updates and have complete transparency with your client base.

The appointment assistant uses status updates and GPS to update customers about their technician’s estimated arrival time so that there are no missed assignments. Our Salesforce field service integration team can help you optimize your resources. Seamlessly re-shuffle appointments, easily book employee time-off and handle absences and clear customer sign-off for a world-leading customer experience.

Appointment Assistant from Salesforce Field Service, uses email, SMS, or WhatsApp to automatically alert customers with up-to-date information about their appointment.

Looking for field service management software? we can help! request a free demo and pricing to fully implement a complete field service management software for your business.

What are the key benefits of the appointment assistant?

24/7 service: In fact, about 35% of clients prefer scheduling appointments during non-business hours, and 40% of online bookings actually happen after hours. Salesforce’s appointment assistant can give your clients access to booking a time even when you’re not in the office, so you don’t have to worry about missing out on any business.

Saves the client the hassle of being bounced around: Is there anything more frustrating than getting redirected time and time again to get to the root of your problem? Automatic appointment booking systems cut out any human errors that can cause frustration. An online booking system allows you to create a database that contains all the important details of all your clients so that there are no misunderstandings about the services they require from your company.

Reduce no-shows: Salesforce’s appointment assistant can drastically reduce the number of no-shows to their allocated time slots by automatically sending out automatic appointment reminders, and by integrating with your clients’ online calendars. No more no-shows means higher profit for your company!

Integrated multi-channel appointments: Your customers are busy, and you want to accommodate that as much as you can. The appointment assistant allows your client to interact with your business across a variety of different devices so there are no missed opportunities for revenue. 

Give the people what they want – convenience!

Grant your clients a user-friendly experience and the rest of your business will continue to grow organically.

You need to invest in automated scheduling if you want to keep your clients happy and grow your business. The beauty of adapting the appointment assistant is that you’re making it easy for all parties involved; for your clients, they can book a consultation with you from anywhere at any time. For your staff, it eases the process of manual calling, emailing and texting your clients to remind them about their appointments or rescheduling.

Deliver safety-first service, each and every single time

Help boost client safety with the appointment assistant that can effectively:

  • Update the client on the expected arrival time of the contractor
  • Indicate the location of the en-route mobile worker
  • Show the name and photo of the mobile worker
  • Deliver real-time, visual support
  • Resolve field service calls faster
  • Cloud-based functionalities that allow for automatic updates in case their appointment time changes
  • Self-service rescheduling

Book your free discovery session today and boost your field service company with the Appointment Assistant!

Successful businesses are the ones that keep their clients happy. Period. Whatever your approach to booking your client appointments, you need an automated appointment assistant that fits around your customers’ schedules and gives them the freedom of choosing your business 24/7.

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