Salesforce Field Service – Intelligent field service management

Salesforce Field Service is Salesforce's solution for managing field service. It allows you to optimize employee time and streamline tasks like service visits. At the same time, all customer data is accessible to everyone.

Your customers expect fast and seamless service. For example, when a machine breaks down and a business-critical job is stalled, the last thing your customer wants to hear is that a service technician will come to take a look at the machine in two weeks or so. Only to find that there’s no spare part needed, so he returns to the office to place an order for it, which takes another couple of weeks.

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Versatile tools for field service and its management

Salesforce Field Service is Salesforce’s solution for field service. It enables field service management for companies with mobile workers or technicians. The tool improves efficiency, optimizes scheduling and increases customer satisfaction by providing real-time information and collaboration tools for field service teams. Salesforce Field Service is ideal for companies that perform tasks such as maintenance, installation and repair.

We help you build the field service solution your organisation needs, which also helps break down silos and ensures that the right data is always available to the right people at the right time.

Why Salesforce Field Service?

Effective field service management

Salesforce Field Service helps you optimise the management of your field work. You can easily schedule tasks and manage resources using the platform’s intelligent algorithms. Work task routing can be optimized based on resource availability, skills, and location, reducing travel time and improving resource utilization. This ensures, for example, that the right maintenance person is in the right place at the right time.

The AI used in the Field Service solution provides predictive tools to help predict service needs and prevent problems before they escalate. This improves service quality and reduces costly disruptions or customer visits.

Real-time collaboration and information sharing

One of the key strengths of Salesforce Field Service is its ability to provide real-time information and enable teams to collaborate in the field. Technicians have access to all the information they need through their mobile devices, including customer history, work orders, manuals and parts availability. This ensures they have all the resources they need to complete the job right the first time, reducing the need for repeat visits and improving customer satisfaction.

Field staff can also use the mobile app to communicate with other teams or customer service, allowing them to solve problems more efficiently. All information is updated in real time, so the rest of the organisation can keep up to date with work in the field and monitor the progress of projects.

Automation and artificial intelligence boost efficiency

Salesforce Field Service provides automation tools that simplify work distribution, resource management and inventory management. Work order creation and distribution can be automated, ensuring that field workers receive the right tasks without delays. AI-based predictive analytics help identify service issues before they become problems, enabling proactive service.

Automation allows companies to reduce manual tasks and focus on more critical business areas, such as managing customer relationships and developing services.

Improved customer experience

Customers expect fast and accurate service, and Field Service enables your business to meet these expectations. Faster response times and better-managed service calls increase customer satisfaction and loyalty.

Field Service helps to provide good service to customers by offering full visibility of the service process. Customers can track the arrival times of technicians, receive real-time updates on the status of their work order and provide feedback directly after the service visit. This improves the customer experience and builds long-term customer relationships.

Seamless integration with other Salesforce solutions

Salesforce Field Service integrates seamlessly with other Salesforce platform products such as Sales Cloud, Service Cloud and Marketing Cloud. This enables a holistic customer view and a unified service process across all touchpoints. This integration ensures that information flows seamlessly across teams and functions, improving overall efficiency and customer experience.

Salesforce Field Service is a comprehensive solution for companies that want to improve the management of field service and field operations, streamline operations, and deliver superior customer service. It provides intelligent tools, automation, and real-time data to help optimize resource utilization and solve customer problems faster.

If you want to take your field service to the next level and leverage the power of technology, Salesforce Field Service is the solution to help your business grow and improve customer satisfaction. We’re ready to help you tailor this solution to your needs. Contact us!

Loikka as a Salesforce partner

Technology is not an end in itself, but is there to support business. When the vision is clear from the start of the project, the processes built into the system are the best they can be, and the employees are happy with the new system, the implementation will deliver measurable business results.

We help you implement Salesforce solutions to support your business and deliver measurable results – now and in the future.

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Samuli Rantala

Samuli Rantala

+358 40 5407511

samuli.rantala@loikka.com

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