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May Yakub
Is your field service solution helping you grow, or holding you back? Many organisations successfully design, build and use their own systems for Field Service Management. However, after rapid growth, many in-house solutions just don’t cut it anymore.
Welcome to our five-part blog series on Salesforce Field Service. In each article, we’ll explore how this solution can save you time and money, and enhance that all-important customer experience. Find out which challenges it’ll solve, the benefits you can realise and some inspiring customer success stories.
We’re releasing one article a week, but if you’re keen to get all the content ASAP, you can read our full eBook: Playing the Field (Service) – The Simpala Guide to Salesforce Field Service right here.
In case you missed them, read part 1 and part 2 here. In today’s blog, we’re exploring the benefits and which features help make them happen…
Field Service Features and Benefits
Those who already enjoy the benefits of Field Service automation technology will say that it’s a no-brainer, and the statistics are there to back it up.
Participants in a 2022 success metrics study reported the following after implementing Salesforce:
- 30% decrease in operations cost
- 32% increase in mobile worker productivity
- 31% increase in cross-sell and upsell revenue opportunities
From our experience with customers over the years, it’s safe to say we’re also pretty on board with the positives of this solution. Let’s dive into the benefits and which features make that possible…
Benefit from: Efficient and stress-free job management
Thanks to a centralised digital dashboard.
All job-related information is centralised in one digital dashboard, which shows scheduling, job details, customer history, photos of completed work and timestamps.
Having everything in one place empowers your field engineers, as they have immediate access to the information they need to work efficiently.
Benefit from: Enhanced customer experience
Thanks to a 360-degree view of customer information.
With this customer overview, your team can provide a personalised service.
Customer satisfaction improves when a field engineer has informed them of their progress en route and arrives on-site with all their history and the job requirements. Simple, yet effective.
Benefit from: Save time
Thanks to a mobile-first solution.
Field engineers are always on the go, yet are expected to complete reports and share updates after each appointment.
Accessing information and providing updates for each customer via a mobile device that syncs to the system saves a lot of headaches, messed up paperwork, and, in general, a lot of time.
Benefit from: Continuous Improvement
Thanks to data-driven insights and reporting.
With all the data gathered during service appointments, you can access simple and accurate reporting.
This enables you to:
- Track the efficiency of different job types
- Measure individual performance
- Identify areas for improvement
Use this data to optimise your process and drive efficiency in the areas that really make a difference for your customers.
Benefit from: Reduced Costs
Thanks to process automations and AI.
Field service enables you to automate many previously manual processes, which helps to minimise errors and reduce costs.
- Route optimisation helps reduce travel time and fuel costs
- Scheduling automation helps to minimise team downtime and maximise the productivity of field workers on the road
- Efficient inventory management ensures that technicians have what they need when they need it, reducing the need for return visits, excess inventory and emergency orders
Read the Knight Protection story:
In Conclusion
Field Service isn’t just a nice-to-have; it can completely transform your operations. By centralising all your customer information, automating previously laborious processes and using data to make informed team decisions, your team can work more efficiently and keep customers happy.
Salesforce is adding new features all the time, which boosts these benefits! With a little time and some team training, you can really make a difference in your business’s day-to-day operations.
In our next article, we review who can reap the benefits of this system and the roles within your business. Which Companies can benefit from Field Service? →
Curious to find out how Field Service could drive success for you, too? Join us at the Salesforce Tower on Thursday, 22nd May, at our exclusive Field Service event. Hear firsthand from our customer, PSS, as they share their impressive success story, achieving project ROI in just 13 weeks. Plus, our Head of Delivery will reveal strategies to engage your entire team and promote ROI.
Don’t miss out – find out more here.
Why Simpala
As a specialist Salesforce partner, we are uniquely positioned to help your company leverage Field Service to its fullest potential. We’ve helped many organisations by tailoring the system to their needs and sharpening up previously long-winded or confusing processes.
Here are some benefits of working with us at Simpala to implement Field Service within your business.
A Tailored Solution: One size fits all doesn’t cut it for us. We take the time to understand your business and design a solution for your needs and requirements, and that gives you the best results, quickly.
Expertise and Experience: Our consultants have over 10 years of experience in Field Service. Whether it’s the initial setup, training and adoption or ongoing support, we have it all and can’t wait to guide you every step of the way.
Extremely Competitive Pricing: We price our work aggressively to ensure Field Service is accessible to many. Our goal is to provide exceptional value, and we help you do that without breaking the bank.
Seamless ERP Integration: Whether you need to synchronise inventory data, track job costs, or manage customer information, we can create a seamless integration that meets your needs.