Salesforce Field Service helps manufacturers by giving scheduling and productivity tools to let them do more with less.
Improve your customer experience by providing a better agent experience. Give agents an easy-to-use, unified view of every customer interaction across your business, along with powerful productivity tools. Help managers optimise their support teams with prebuilt performance dashboards and apps with AI-powered insights.
Put productivity tools like macros, keyboard shortcuts, and ready-to-use templates at your agents fingertips along with a 360-degree view of every customer.
Resolve cases faster by combining streamlined processes with easy access to the full details, context, and history of every case and customer interaction.
Drive quick case resolution and maximise agent productivity with recommended articles and optimised article search.
Customise and automate any service or approval process with drag-and-drop simplicity using Lightning Flow.
Deliver smarter service by automatically matching cases to the agent with the best skill set to solve them.
Make your team and business smarter with prebuilt dashboards and apps and AI-powered insights and predictions.
Solve phone cases faster and unlock AI-powered productivity tools by integrating cloud telephony into the service console.
Free up your support agents by automating common, repetitive, multistep tasks to resolve customer issues more efficiently.
Track customers’ assets, orders, support history, and more, in one place for a complete view of their activity.
Create and manage work orders for field service operations and instantly view Knowledge articles and track SLA compliance with Milestones. Work orders are integrated with Accounts, Contacts, Assets, Cases, Entitlements, and other objects so you can pull in data across Salesforce.
Instantly book truth-based service appointments from the Service Console or a Customer Community. And with intelligent scheduling, jobs are automatically assigned to the right resource based on time, skills, location, and any business rules to increase employee productivity. To ensure the right parts are available for the job, we’ve added smart scheduling and tracking of crews, equipment, and trucks.
With Einstein Vision, mobile employees can use image recognition to immediately identify assets and parts in images. Ensure the right product part is fixed or replaced to eliminate confusion and additional trips back to the office. Based on an image’s classification, you can automatically prescribe the right set up steps for technicians, so they can provide faster, smarter service.
The Field Service mobile app* brings the full power of on-site job management to your mobile workforce. Improve first-visit resolution by arming mobile employees with this best-in-class mobile solution that delivers job schedules, Einstein AI, visibility into van stock and inventory, knowledge articles, and real-time collaboration while they’re on the go, regardless of cell phone connectivity. This mobile app can be tailored to provide your mobile workforce with exactly what it needs.
Use Field Service Analytics to give your managers and dispatchers easy, real-time visibility into operational performance and KPIs. Drill into all your data from multiple systems, address customer complaints, and stop problems before they happen, all in one app.
If you want to resolve cases faster, help customers find answers themselves or improve first-visit resolution and onsite job management contact us for a dedicated interactive demo.