Skip to main content

How a Salesforce Certified Consultant can help you manage Field Service

 


Usually, the field service offered by companies proves to be the border that exists between a great and poor customer experience. If customers are satisfied, they’ll provide high ratings to the business and will recommend others to connect with your business. And to get these benefits, the key is to improve field service, for which hiring a Salesforce certified consultant is a great way to get started.

Most common field services asked by customers involve maintenance, repairs, equipment installation, product delivery, etc. Whenever a field service technician receives any notification regarding an appointment duty, there’s always a customer waiting for service that could solve his issues. If the technician can resolve the issue on the first visit, that’s something customers really like. And the process through which the customer requests reach the technician can be streamlined with the help of Salesforce.

Salesforce Consulting for Field Service

Field service is probably the most underrated segment of any company, but it is equally important as any other operation. That’s because customer satisfaction depends heavily on it. When agents deliver efficient field service and reach customer expectations, it could help keep them returning to the business.

We now know that improving field service can be a key to achieving satisfied customers. This is something Salesforce can make possible. Let’s look at points that would present the importance of top Salesforce consulting firms for companies offering field service.

1. Offers solutions to field workers from any type of mobile device

Being a cloud-based solution, field service allows agents to be able to access information from any location while using any device. It allows any number of users to connect; they just need the internet and can access any functionality and data they’re authorized to view. The data can be accessed and edited in real time.


Even if the field technicians cannot access the internet, they can still collect the needed information through the mobile application. Then, after the technician receives the internet, any changes made will be updated, and the recorded data will get synchronized.

2. Automated and easier administration of your field services

Field service by Salesforce allows you to automate tasks like preventive maintenance, scheduling appointments, managing inventory, automating work orders, creating reports, etc. This capability of Salesforce will help to minimize the chances of human errors and execution time.

The field technicians can also access Chatter as a way to maintain constant communication with the dispatchers. This helps keep them updated about any issues so they can handle them quickly as soon as they get the attention.

3. Increased productivity of employees in the field agents

Salesforce Field Service allows collecting a lot of data through which the field agents are always aware of the tools and materials they will need in the upcoming field job requests. It even allows dispatchers to choose technicians according to the skills required for the job. This ensures getting the right technician for the work, thus increasing the chances of resolving issues on the first visit.


Agents can also be able to access information and reports related to previous services to learn about solutions delivered. These reports help in finding the right solution to a problem and thus resolving service time while delivering quality assistance. All these aspects will help improve the company's support area by optimizing the routes, schedules, skills, and availability of resources.

4. Optimize inventory management

Salesforce for field service helps to ensure better control over the resources of the company and manage the transfer of products needed for field service between different locations. Along with this, the solution helps to manage the inventory records related to repairs and returns, which tracks the inventory become easier. This helps technicians stock up whenever they need to go to a location for work.

This feature will enable the field service agents to always have the needed equipment for a service, thus saving them from the round visits of getting the right product or equipment. Having a managed inventory would allow your field service to deliver the best assistance on the first visit only.

Optimize Field Service with a Salesforce Certified Consultant

Implementing a Field Service solution by Salesforce is not enough when you seek to achieve all the benefits mentioned above. The solution also needs to be configured correctly to meet the objectives and needs of the company. That’s something only consultants at top Salesforce consulting firms can do.

Contact experts at 360 Degree Cloud to learn about what more field service solutions can offer to improve your agents’ productivity and service delivery.

Comments

Popular posts from this blog

How do Automation Capabilities in Salesforce Messaging Platform Help?

  Speedy and convenient processes have become critical business priorities to reduce the workload and improve employee's efficiency. Thus, organizations look forward to automation capabilities in business communications and workflows to cut back on manual intervention and perform operations in a time-savvy manner. So, a Salesforce messaging platform enriched with automation capabilities provides you enormous opportunities to use texts at the right time without being present on the spot. Here are few use-cases where you put automated texting at work on your behalf. Use-cases for Salesforce Messaging Platform Automation Capabilities Quality Support Services One of the productive use-cases of automated texting is live support. You can design your own chatbot for keyword-based messaging, which could help you answer the most common and frequently asked questions. This way, you can tap into 1-on-1 messaging and be available for prospects to answer their queries without actually interveni

Everything you need to Know about Salesforce BYON and Salesforce BYOC

  SMS has become a vital channel for quick, convenient, and scalable business communications. Thus, every business wants to incorporate text messaging in their communications channel to improve customer response and engagement rate. But some organizations have spent heavily to advertise a specific business number to cultivate audiences and brand recall. Thus, they want to retain their old branded number for text messaging, which prevents them from losing out on audiences. This is where Salesforce BYON helps prospects to use their old number for messaging. Salesforce Bring Your Own Number (BYON) As the name signifies, Salesforce Bring Your Own Number capability provided by messaging app providers allows users to bring their own number for text messaging. SMS providers enable users to use their number through hosting or porting, depending on the user's requirement. Also, if users do not have a number to bring in, they can ask SMS providers to issue a new number for the messaging pur

Salesforce SMS for Insurance in Health Care

  Appointments may be simply scheduled and rescheduled. Make it easier for clients to get answers to their policy questions using SMS. Also, sending confirmations and sharing policy documents can be made much simpler than before with SMS. When a consumer expresses interest, respond quickly to seize the deal even if you’re out-of-office, using automated testing.  Banks can count on texts to connect with clients at various touchpoints and communicate faster. This way, they can redefine their service patterns and provide the most convenient and quick platform for interactions. More importantly, insurance companies can be there at every turn with their clients. Build Trust and Customers Relationships With Salesforce SMS for insurance companies  Using Salesforce SMS for insurance ,  companies can build a consumer business strategy that engages customers and provides them with relevant products and services.  By integrating a CRM to an SMS app, you can easily exchange financial data with you