What is Field Service Management and How Can You Improve It?

Field Service Management is a term that is being mentioned more frequently and is becoming increasingly important.

Organizations that prioritize customer-centricity have realized the need to meet their customers' demands and expectations by elevating their service to a higher level. In this blog, we will explain what Field Service (Management) entails, how you can improve it, and the benefits of Salesforce Field Service.

What is Field Service?

Field Service refers to work performed outside the office or "in the field" by field service technicians. Examples of Field Service activities include inspections, repairs, home care, and maintenance. Some sectors rely more heavily on Field Service than others, such as utility companies, telecommunications, and maintenance companies. It has long been a central component of various industries, but in the aftermath of COVID-19, its significance has grown even further. Employees are working remotely more than ever, and a hybrid work model is expected to remain popular in the near future (Forbes.com). Having a mobile and agile workforce has become a priority, putting field service in the spotlight. Discover all the benefits and challenges of an optimized field service here.

Tips to Improve Your Field Service Management

Flexibility is one of the most attractive and crucial aspects of Field Service. It enables employees to work beyond office spaces and hours. However, this flexibility also brings a set of new challenges. It is important, for example, for field service teams to deliver effective and efficient service that still meets customer expectations and requirements. Therefore, we have gathered some tips to help you improve your Field Service Management:

  1. Measure your response times and compare them with your competitors.
  2. Optimize workflows by assigning the right employees to the right tasks.
  3. Increase the percentage of first-time resolution by ensuring your staff is well-trained, upskilled, and capable of handling new tasks.
  4. Seek feedback from customers to identify areas of success and areas for improvement.
  5. Utilize data and analytics to shift from a reactive to a proactive mindset. For instance, companies can personalize customer experiences, predict potential maintenance issues, enhance employee productivity, and improve customer satisfaction.

Managing Field Service may seem like an endless list of considerations, but it is actually simpler than you might think. In fact, a single solution can help you gain control over all these aspects. For example, Salesforce offers Salesforce Field Service, a software package that optimizes your field service operations. It is user-friendly, efficient, and, importantly, lightning fast. As a Salesforce implementation partner, we can help you implement Salesforce Field Service. Curious about our project approach? Read about it here.

The Benefits of Salesforce Field Service:

  1. Utilize Service Analytics to leverage data from multiple systems, provide real-time operational insights to field service managers, and address customer complaints.
  2. Create work orders quickly and easily.
  3. Harness AI with Einstein Vision to increase first-visit resolutions.
  4. Optimize appointments, track personnel and resources, and use intelligent scheduling to automatically assign the right tasks to the right resources.
  5. Empower your workforce with the Field Service Lightning mobile app, putting the full power of Salesforce in the palm of their hands.
  6. Enhance customer service by keeping customers informed at every step.

Do you want to connect your entire mobile workforce with Salesforce Field Service? Are you interested in creating work orders on the go and monitoring your employees' performance in the field? Feel free to contact us! Together, we will discuss the possibilities of Field Service management for your company.


The Future Of Work: The Hybrid Workforce – Forbes

What Is Field Service Management Software? – Salesforce EMEA – Salesforce EMEA Blog