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Daniel Simkin
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.
If you missed the first article, you can read it here. Let’s dive into part 2, where we review the challenges that Field Service can really help with…
How Field Service Can Help You
If you’re on the fence about moving over to a sophisticated system such as Field Service, read through these common challenges and how Field Service can help solve them.
Do any of these sound like you?
? “We’ve grown rapidly but now our in-house system can’t keep up with the technician demand”
✓ Field Service can automate the scheduling of technicians and allow your dispatchers to focus on optimisation.
? “The team is knowledgeable, but our processes are complex, making onboarding new team members a long, difficult learning period”
✓ Work Plans come with predefined steps to guide your team through the requirements for each job type.
? “Manually scheduling and allocating engineers to appointments takes a long time”
✓ Adjusting work schedules and dispatching engineers can be done with the click of a button, thanks to Field Service’s smart, automated scheduling.
? “There’s a backlog of service requests, and it’s starting to affect profitability”
✓ Use Field Service to ensure you have an optimal allocation of work based on availability, complexity and location of engineers.
? “The team on the road are feeling the pressure of travel timings, and keeping customers happy”
✓ Smart schedule adjustments optimise routes and automate customer notifications such as “I’m on my way. I should arrive at 09:40” directly from a mobile device— taking the pressure off your people.
? “Information and updates get lost during the day, as technicians are too busy to capture everything in detail“
✓ Engineers can access a step-by-step guide so they can quickly and simply capture and track the right information, even if they have no signal.
? “I need to improve utilisation, too much time is lost on the road”
✓ Ensure everything is scheduled optimally based on skill and location, with adequate spacing between jobs. Service territories and optimisation can schedule and re-optimise jobs when plans change.
Read the Paulsons case study:
In Conclusion
At Simpala, we understand every concern, from complexity and timing to data transfer. Change is hard, and we get it —new systems that are too clunky won’t be adopted. We exist to ensure systems are simple and easy, so your engineers want to use them!
Whilst the benefits are huge, many customers have some initial reservations about this kind of implementation, and that’s normal.
We design an implementation project tailored to your business and needs. It might be a simple set-up or a longer-term project, so you can gradually transition to the new system and its features.
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.