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
How it looks like from a field technicians’ perspective
- A work order comes in from the customer
- Scheduling and resources booked
- 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.