Playing the Field (Service)

I hate screwing things up. I hate disappointing people. And I HATE admin. Turns out I have a lot of things in common with field service management and engineers, who knew?!

I’ve found manufacturers and maintenance companies are constantly on the hunt for ways to improve efficiency and streamline their operations, but most of all they want to stop repeating mistakes and getting everyone frustrated. 

When it comes to running a field service function, engineers need to schedule and complete multiple tasks effectively. Being able to track these moving parts can be a challenge. This is where it has been truly fulfilling to help our customers by replacing spreadsheets and job-booking chaos with the calming presence of Salesforce Field Service.

So What Is It?

Salesforce Field Service sits seamlessly on your existing Salesforce system giving you a 360-degree view of every customer service interaction, helping you deliver exceptional service every time. 

Comprehensive Job Management

All job-related information is centralised in one location:

  • Scheduling
  • Job details
  • Customer history
  • Photos of completed work
  • Timestamps

Having everything in one place empowers your field engineers to immediately have the information they need. It also allows managers to easily track job progress, make informed decisions and reschedule work stress-free.

Enhanced Customer Experience

With greater visibility to a full view of customer interactions, your team can provide personalised service that meets the unique needs of each client. Customers are so much more impressed when a field engineer has informed them of their progress en route and arrives on-site with all the information about their history and the specific job requirements. 

Make customers love you and use this to differentiate yourself.

Mobile-First Approach

Field engineers are always on the go and having access to information on mobile devices saves a lot of headache and messed up paperwork. Using the mobile app, engineers can 

  • View job details
  • Update statuses
  • Capture photos
  • Obtain customer signatures
  • Log new sales opportunities 

All directly from their mobile device.

Data-Driven Insights

Simple, clear and accurate reporting all within Salesforce allows you to:

  • Track the efficiency of different job types
  • Measure individual performance
  • Identify areas for improvement

Use data to optimise your process and drive efficiency in the areas that really make a difference. 

Why Simpala?

As a manufacturing-focused Salesforce partner, we are uniquely positioned to help your company leverage Field Service to its fullest potential. We’ve helped many businesses by tailoring the system to their needs and sharpening up previously long-winded or confusing processes.

Expertise and Experience

We work day-in-day-out with manufacturers and maintenance companies. Our team of experts understands field service operations and can provide valuable insights and guidance throughout the entire process. Whether it’s the initial setup, training and adoption or ongoing support – we have it all! 

Extremely Competitive Pricing 

When considering new technology solutions, price is always a big factor. We know that and we price our work aggressively to make Salesforce Field Service accessible to companies who may have previously thought it out of reach. Our goal is to provide exceptional value and we help you do that without breaking the bank, for example with our Quick Start Package. 

Seamless ERP Integration

In manufacturing, ERP systems are the backbone of all operations. We make sure Field Service is integrated with your existing ERP system and that all your data is connected and accessible from a single platform. Whether you need to synchronise inventory data, track job costs, or manage customer information, we can create a seamless integration that meets your needs. 

Experience

Field Service is a powerful tool for anyone running scheduled servicing and maintenance operations as well as emergency jobs. As a dedicated Salesforce partner, we are committed to delivering this work over and over again such as how we helped Power Saving Solutions. With our expertise, quick setup, competitive pricing and seamless ERP integration, we can’t wait to guide you every step of the way.

Heard enough? Contact us to talk about how we can help your field service teams today, or find out more about our Salesforce Field Service implementation services.

Fancy a chat?