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SALESFORCE FIELD SERVICE
Your best agents where you need them

Organize your field agents efficiently, choose the right ones for each issue and offer your customers a fast, high-quality service with Salesforce Field Service.

Salesforce Field Service (SFS) is the #1 CRM cloud linked to Service Cloud, ideal for companies offering face-to-face services. SFS will enable you to organize your teams of field agents effectively and design route plans efficiently. You will also be able to see where agents are in real-time and how the route is progressing, thanks to the geolocation tracking. Customers will have periodic updates of how your orders are progressing, as well as access to set appointments directly from your website.

One of the great advantages of Field Service is its organizational capacity, so your managers and field agents will always have access to maps and calendars and other functionalities that will make their daily work easier. Because SFS is integrated into the Salesforce platform, you can also ask other colleagues for help. Managers can also observe the workloads of their field agents to assign them new tasks or choose which of them can best resolve an incident. With Field Service you’ll provide greater visibility to the technicians working on site and connect with your customers as you have never done before.

SALESFORCE FIELD SERVICE ALLOWS YOU TO:

  • Optimize the choice of the best field agents to solve each incident.
  • Manage workloads to reduce waiting times.
  • Streamline the on-site work of your mobile workers with the SFS App.
  • Organize and maximize performance.
  • Easily connect your field agents with colleagues from other departments on one platform.
  • Use geolocation tracking.
  • Offer enhanced Customer Experience and connect with your customers.
  • Design optimized routes.

OUR EXPERIENCE WITH FIELD SERVICE

At S4G we have extensive experience working with companies of the transportation and manufacturing industries and within the services sector, often working with teams of field agents. In order to help these companies resolve their challenges, on many occasions we’ve implemented Salesforce Field Service, as was the case with the Spanish company Sedecal.

The company, specialized in design and manufacturing of medical equipment, needed to provide a tool to its field technicians that would facilitate their work when they visited customers. For this purpose, SFS was implemented on Service Cloud, achieving a significant improvement of processes and increased efficiency of their teams’ work.

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