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These days, it is crucial to offer outstanding customer service in order to retain customers and beat out the competition. With the Salesforce Field Service tools, you can improve productivity no matter where you are. Salesforce’s Field Service tools enable organizations to keep up with what is going on in the field and adapt accordingly, all while providing exceptional customer service.

Keeping field reps updated with the most recent schedule and customer information is a challenge. With Salesforce’s Field Service Management tools, reps have access to the most up-to-date information in real-time. Our Salesforce Field Service Lightning consultants will show you how to use Field Service to easily manage your schedule, lower expenses and increase efficiency.

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Why Implement Salesforce Field Service

When you implement Salesforce Field Service, you’ll see a major transformation in the processes and efficiency of your field reps. Salesforce lightning implementation will allow you to equip your customer service team with a 360 view of the customer, lower the number of non-revenue generation service appointments and optimize your team's daily route, reducing wasted time on the road. Other benefits of implementing Field Service Lightning include a reduction of agent downtime, real-time notifications for reps in the field and an easy to use interface for managing service appointments. Our Field Service Lightning consultants will show you how to use Salesforce Field Service tools to their full potential.

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Field Service Consulting Methodology Highlights

Our Field Service project methodology uses an efficient approach to Field Service implementation, while keeping your business goals top of mind. All of our Field Service implementation projects include the following:

  • Detailed planning

  • Thoughtful decision making

  • Comprehensive training and process documentation

  • Prioritization based on your timeline and budget

The CloudBlazer Approach to Field Service Consulting

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The start of the project kick off where we will set the timeline, expectations and plan.

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We will define the process, requirements, solution and scope.

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We will construct the Field Service architecture and prototypes.

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Our developers will create the necessary applications, integrations and data migrations. We will also create an efficient training schedule.

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Where we will perform meticulous testing and finish the training curriculum.

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The last phase, where our Service Lightning consultants will activate your Field Service tools and train your field service teams.

If you are tired of non-revenue generating service appointments taking up your field service team’s time, transform your process by implementing Salesforce Field Service. Our Salesforce Field Service Lightning consultants will show you how to use analytics to not only monitor service issues but to predict when common issues will occur using data. By getting ahead of these problems, you can be proactive and turn revenue losing service calls into profitable sales opportunities. Contact us to discover how to increase customer satisfaction and improve revenue with Salesforce Field Service.