Salesforce Field Service Consultants

Upgrade your Field Service solution with a bespoke project plan designed to simplify and scale with your business. Implemented by Simpala’s Field Service consultants with over 10 years of experience.

Simpala are your go-to partner for Salesforce Field Service. It is our specialist subject having delivered 10+ projects in the past 2 years for this module specifically. Read below and if it’s something you’d like to consider, we’d love to help.

When do you need a Field Service solution?

Salesforce Field Service is designed for businesses that offer engineering and technician services, out in the field. Each team member has a customer schedule and is on the road every day — installing, maintaining, servicing.

However, once you grow, this gets more difficult to manage through manual systems, spreadsheets and Google Maps.

Do any of these sound familiar? If so, it might be time for something more sophisticated.

“I can’t keep hiring more staff just to schedule jobs”
“Our in-house system can’t keep up with demand”
“Technicians are travelling all over and too much time is lost on the road”
“The team is so busy, details on customers, billing and tasks get lost”
“Some technicians take longer than others but I don’t have the data”

With Salesforce Field Service, you can automate scheduling, improve productivity and even increase revenue opportunities. Is it possible that your technicians sometimes don’t bill for every part of a job because it would be too much admin time?

By integrating the solution with Salesforce, you can get a 360-degree view of both your customers and your business.

And our specialist Field Service consultants will guide you and help make that happen.

Why Work with Field Service Consultants?

Let’s be honest, technology implementations and most importantly CHANGE can feel overwhelming and complex – but investing in them is only worthwhile if you’re going to use them to their maximum potential.

As specialist field service consultants, we know exactly how to help you make the most of Salesforce Field Service. And here at Simpala we do things a little differently:

No project is the same: We tailor each system to tackle your challenges and align with business growth objectives.
Results quickly: We don’t overcomplicate projects; our field service consultants choose the features that will benefit your business first and fast.
10 years of experience: We work day in, day out with organisations like yours, and provide valuable insights and experience.
Seamless integrations: Linking your Salesforce Field Service to ERP systems or others is essential; we will create a seamless integration that meets your needs.
Onsite training: Get your teams fully bought in to ensure the new process lands and generates that promised ROI.

How our Field Service Consultants can help

From integrating Field Service into your long-term business vision to a quick start project with fast results, our field service consultants can help every step of the way.

Requirements Gathering

We work with you to understand process pain points and define clear objectives. We then design a bespoke implementation plan with objectives, solution design and user stories. We offer guidance on the features and benefits from the get-go.

Configuration & Implementation

We get all systems aligned and set up for you within Salesforce and Field Service. Everything we implement is based on the plan and requirements agreed. We check in throughout the process with demos, user testing and feedback.

Training & Enablement

We offer comprehensive training, tailored to each team. The benefits for managers vs field service team members are generally similar, but the day-to-day nuances of how to get the most out of the system are different. We will help you understand and enjoy using it.

Ongoing Support & Optimisation

Just after the project is deployed, we offer hypercare so you can make any changes or revisions to the setup. After that, we can discuss additional requirements, talk about long-term strategy or create new configurations within the system.

Want results fast?

Customer Success: More than 50% cut in service response time

Power Saving Solutions (PSS) is a commercial battery rental company offering clients a flexible, hybrid generator. Engineers are always out on the road doing maintenance and repairs where required.

With exciting and rapid growth, PSS wanted to formalise the sales process and field service operations, as the legacy, manual processes were inefficient.

Since the implementation and working with our field service consultants, the PSS team has benefited from:

Optimised scheduling and routing, giving engineers time back in their day
Reduced the response time for service requests by more than 50%
Increased maintenance coverage to 98% of the asset base
4 Month ROI for the entire project and licence costs

Read the full case

Salesforce Field Service at a Glance

Our field service consultants will implement the following features which offer multiple time and cost-saving benefits:

For efficient and stress-free job management: A centralised digital dashboard which shows all job-related information. Field engineers have immediate access to the information they need to work efficiently.
For enhanced customer experience: A 360-degree view of customer information to help your team provide a personalised service and timely updates.
For saving time on the road : A mobile-first solution enables field engineers to access information and provide on-the-go updates directly into the Salesforce system.
For continuous Improvement: Data-driven insights and reporting offer simple and accurate reporting you can tailor to different teams or managers.
For reduced costs: Process automations and AI to minimise errors and reduce costs, route and scheduling optimisation to reduce travel time, fuel costs and maximise productivity, and efficient inventory management so that technicians always have what they need when they need it.

Learn more from our Field Service Consultants

Playing the Field (Service)

The Simpala Guide to Salesforce Field Service for Business Services & Manufacturing

What is Salesforce Field Service?

A 101 guide to this essential solution

Preparing Your Business For Change

Simpala Customer Forum - Field Service

Ready to implement Field Service?

Has all this piqued your interest? Speak to our Salesforce field service consultants today and see how we can help you scale your business and technician services.