Field and Service Process Automation

Enhances service operations through Salesforce Service Cloud by automating customer service workflows and providing real-time insights. Salesforce Field Service Management further optimizes field operations with automated task scheduling, dispatching, and mobile workforce management, ensuring faster service delivery and improved customer satisfaction.

What you get with Salesforce Filed Service Management?

1

Automated customer service workflows (less manual work, fewer errors)

2

Real-time insights for faster and smarter decision-making

3

Intelligent task scheduling and dispatching for field teams

4

Faster service delivery and higher first-time fix rates

5

Better utilization of the mobile workforce

6

Reduced operational costs and improved SLA compliance

7

Increased customer satisfaction

Intelligent Field Operations with Dynamic Scheduling and Mobile Coordination

Scenario: Organizations with large field operations need to improve task allocation, workforce coordination, and customer satisfaction.
Solution: Field & Service Process Automation integrates with tools like Salesforce Field Service to manage scheduling, dispatching, tracking, and field communication.
Value: Improved field productivity, faster service delivery, higher customer satisfaction, and reduced operational cost.

Industry examples:

Telecom: Salesforce FSM for managing on-site installations, repairs, and mobile workforce (e.g. home internet setup)
Energy: Field inspection and outage response scheduling via mobile FSM app for electric utility crews
Banking: Automated scheduling of branch IT maintenance and equipment delivery via field operations center
Government: FSM solution for coordination of municipal inspectors (e.g. construction, environment, communal services)

Why your company Need This Solution

  • Tangible time and cost savings – reduces waiting times and eliminates unnecessary manual work.
  • Predictability and control – managers gain clear visibility into capacity and can plan ahead with confidence.
  • Smarter workforce utilization – field teams work more efficiently with optimized schedules and clear priorities.
  • Consistent customer experience – every customer receives the same high-quality service, across all channels and locations.
  • Faster issue resolution – leading to lower churn and stronger customer loyalty.
  • Scalability – supports company growth without requiring a proportional increase in headcount.

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