How to Use Salesforce Field Service for Field Management?

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 With businesses being handled online, it led to a dire need to come up with ways to manage field service efficiently to minimize any redundancies and inaccuracy of data, while keeping the team updated at all times. This is the reason that most companies have already moved to Salesforce field service as a reliable way to manage its field service operations. 


Field service management is as important as managing productivity in any business. Any discrepancies in the management might lead to confusion among teams, without keeping all the members on the same page. Implementing Salesforce field service can simplify field service management to a great extent. 

Using Salesforce Field Service for Field Management

With Salesforce Field Services, businesses can have many capabilities and add-ons that simplify their way of managing the workload on the field. Here are some ways the solution can be used to improve field service in companies. 

  1. End To End Process Alignment

With Field Service, you can get a single console system that can provide a connected view of all the field information. The team can easily assign, track, and cancel assignments, staying updated on all the real-time information. 

The dispatchers can easily track schedules and locations and can even assign tasks according to the available skill set. All of this ease removes the chances of job crossover or overscheduling. 

  1. Increased Mobility

Salesforce Field Service allows functions to easily get information about customers even before they arrive for an appointment. The solution allows tracking customer data and task details through a field service application used on mobile devices. This makes it easy for remote workers to stay updated on information and have access to the inventory. 

  1. Reduced Paperwork

Field Service allows businesses to manage their work digitally. Mobile workers can easily update the work orders and can even track information on customers and orders. Having a digital mobile platform allows teams to instantly update any information on a centralized system so all the team members can stay on the same real-time information. This removes any confusion regarding redundant data and minimizes the chances of errors. 

  1. Increased Visibility

Having a field service management solution allows teams to use analytics to get full visibility of the operational performance of field workers. With reporting and workforce analytics, anyone in the organization can see the assigned tasks and pending tasks. The team can view metrics like hours billable, hours logged, performance, and order completion rate. 

Improve Field Management with Salesforce

With businesses growing each day, handling all the data related to field service and remote workers manually can be a challenge. Implementing Salesforce field service can save teams from all the burdens, allowing them to stay on the same page through a centralized platform. 

Get your field service issues resolved with experts at 360 Degree Cloud. Talk to our team to discuss your field service requirements and get professionals to work on them.

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