Thunder has rebranded. Same name, totally different design. Read our press release here.


Six Ways to Optimize Your Operations with Salesforce Field Service

Did you know that 86% of decision-makers view field service as an emerging revenue driver?

In today’s world, where personalization is more important than ever, a well-managed field service team can tailor their solutions to meet unique customer needs with quick access to up-to-date product knowledge, understanding of customer purchases, and service history.

But achieving this isn’t a cakewalk—especially more so in an increasingly digital business environment. Many organizations struggle with scheduling conflicts, lack of real-time updates, poorly designed workflow management, and miscommunication. That’s why having a robust field service management solution is critical to optimize your operations.

In this listicle, we’ll delve into six strategies to unlock efficiency and productivity by leveraging Salesforce Field Service

Six Ways to Optimize Your Operations with Salesforce Field Service

1. Intelligent Scheduling and Dispatching Architecture

Imagine dispatching the right technicians, armed with the right tools, to nail jobs on the first trip. By streamlining scheduling, dispatching, and routing processes, you can use available resources better, all while boosting efficiency and enhancing customer satisfaction.

Hot take: Utilize accessible workspaces and engines for greater efficiency.

The Dispatch Console feature includes a dynamic map and customizable Gantt chart for scheduling appointments and tracking resource availability, resulting in greater scheduling efficiency. You can also automate scheduling with the Enhanced Scheduling and Optimization feature to improve scheduling quality and analyze improvements for better compliance, time management, and resource allocation.

Salesforce Field Service Dispatch Console

2. Work Order Management Automation

Automate appointment scheduling, preventive maintenance, product requests, inventory management, the creation of service reports, and so much more. Automating manual processes saves time on repetitive and time-consuming tasks and eliminates human errors.

Quick take: 95% of high-performing companies save time with process and workflow automation. Automate work order management for greater agility.

SFS simplifies the entire work order management process, from creating and assigning work orders to executing and debriefing them. Say goodbye to manual paperwork and digitize the entire work order lifecycle using customized work order settings and time-saving templates like work types. Free your resources for more strategic tasks.

Salesforce Field Service Work Order Management

3. Real-Time Data and Analytics

Leverage the power of real-time data and analytics to gain visibility into all your operations and resolve issues from the get-go. Real-time data can also be used to manage assets more efficiently. Maximize asset uptime, performance, longevity, and efficiency while minimizing costs to improve your organization’s overall performance.

Let’s talk real-time! Use SFS’s real-time asset tracking to move from reactive to proactive service.

SFS provides visibility into optimization capabilities with real-time data on global or in-day optimization on travel time and resource utilization. Meanwhile, the asset service management system helps you monitor service outcomes and create preventive maintenance plans based on real-time data.

Salesforce Field Service Real Time Data & Analytics

4. Mobile Accessibility and Connectivity

Mobile access is a key for field technicians. This gives field workers easy access to critical information, work orders, and customer data quickly, contributing to increased productivity and efficiency.

Hot take: 82% of mobile workers need help to balance speed with quality when providing field service. Empower your workforce with Salesforce Field Service.

Mobilize your team with the Field Service mobile app. The app is an all-in-one tool designed to save changes seamlessly and work offline, even without Wi-Fi. You can easily tailor it to your business goals with its customization options.

5. Remote and Self-Service Assistance

Did you know 88% of customers consider a company’s experience as important as its products or services? Field service teams can manage these expectations and build customer relationships through interactions that drive repeat revenue. But don’t just rely on in-person to improve customer experience; extend tech capabilities to elevate customer experience. Having remote assistance is also key to enhancing customer experience.

Quick take: Unlock field service’s potential as a key revenue driver.

Boost customer experience with the Visual Remote Assistant and Appointment Assistant features. The Visual Remote Assistant connects customers to experts who guide them through each resolution step on real-time video, improving first-time fix rates. The Appointment Assistant allows customers to schedule appointments, get real-time updates, and stay informed about onsite visits.

Salesforce Field Service Remote and Self-Service Assistance

6. AI-Powered Tools and Services

An AI-powered field service platform can transform your field service operations. It can help simplify tasks, improve efficiency and even boost customer satisfaction. For instance, AI-powered tools like chatbots enable mobile workers to schedule appointments and receive real-time updates efficiently.

Snapshot: Did you know that 78% of high-performing field service businesses already use AI? Power the future of field service with AI tools.

Improve mobile workforce productivity and enhance customer experience with AI-powered tools with prework briefs and onsite knowledge search features. Get instant access to crucial and precise customer and asset information to improve first-time fix rates, leaving no room for errors and boosting confidence and credibility in real-time.

Salesforce Field Service AI-Powered Tools and Services

Leverage Expert Guidance for Field Service Success

SFS is a digital-first solution that can take your field service operations to the next level. It connects your entire field service operations on a single platform with a mobile extensibility application, allowing you to boost productivity, increase efficiency, and improve customer experience.

Implementing Salesforce Field Service can be a complex process that requires expert knowledge. This is where Thunder, a 3-times backed by Salesforce Ventures consulting partner, can help. Our team of certified Salesforce consultants specializes in Field Service implementations, and we know what it takes to get your business up and running on Field Service quickly.

Ready to take your field service operations to the next level? 

Reach out to our experts at Thunder today to learn more about SFS and how it can transform your operations.