<img src="https://secure.leadforensics.com/133892.png" alt="" style="display:none;">

Salesforce Field Service provides structure to your workforce, allowing them to carry out tasks with ease. From the preparations required for the service to sending final invoices to your customers, important information can be accessed on the go, no matter if the employee is in the field or at the office.

On the flip side, implementing any new technology can be challenging, but with the right expertise behind the project, this can ease the process.

In our Salesforce Field Service best practice guide, we break down your implementation process and how it’ll look like from your field technicians' perspective:

How we implement Salesforce Field Service

  • We review your goals and needs – outlining how you want Salesforce Field Service to act for your business, so we can tackle your biggest pain points
  • Beginning the implementation process – we’ll keep you updated about the time it’ll take to finish the implementation and get your project underway
  • Learning and evaluation – teaching your employees how to best use Salesforce Field Service to prevent confusion and boost efficiency

Salesforce Field Service

How it looks like from a field technicians’ perspective

  1. A work order comes in from the customer
  2. Scheduling and resources booked
  3. The final invoice and a satisfied customer

Learn more about Salesforce in our guide

With Salesforce, it’s designed to increase your efficiency whilst making it as easy as possible for your employees to get used to, so they can see the software as a step forward to the way they work rather than a step back.

To find out more about Salesforce Field Service, explore our best practices guide, offering more details on the steps covered above, so you can develop a full understanding of how the system fits into your current processes.

Interested? Download it below.

Download your guide

Discuss this post

Recommended posts

The need to deliver better customer experience (CX) has been a key focus for B2C businesses for some time. However, as products commoditize, excellent CX is becoming an important metric to differentiate companies, regardless if they’re B2C or B2B.
Today’s B2B organizations are discovering their customers are just like any other – they want a more B2C-like customer experience (CX) than ever before. And this discovery is changing how manufacturers view and implement their CX strategies.
Today’s digital customers are more connected and empowered than ever before. With so many options now available to them at their fingertips, they won’t hesitate to take their business elsewhere if they feel their needs aren’t being met.
With so many products and services available to consumers at the touch of a button, businesses have to go above and beyond for their customers to differentiate themselves from the market. Customers also expect more than a product that works as advertised – they want a great customer experience (CX) too. In fact, 86% of customers are willing to pay more for a better experience.
Due to the pandemic, CRM systems became more integral to organizations than ever before. With businesses forced into remote working overnight, then came a host of additional challenges, many centred around the capabilities and set up of their CRM systems.