There are many benefits to boosting the agility of your Field Service, whether your priorities are to improve the way that employees experience your business, to cut costs or to build more loyalty with customers. More agility means being able to be responsive to whatever happens in your industry, and to your business, and to set yourself up for success in any circumstances. These are our top tips to help make your Salesforce Field Service more agile and efficient going forward.

• Get the scheduling right, every time. This is all about customer service and how your Field Service team shows up. The right person for the right job – with the right tools and information – will make a big difference to the experience that your customer has. Automation technology also helps to ensure that timelines are as short as possible.
• Real time automation in your field management system makes your business responsive. Change can really throw service off and have very negative consequences. Whether that change comes from customers, agents or something totally unpredictable like the weather, if you have the right technology in place you can remain agile and efficient. Automation, for example, will ensure that you can respond to any change and will regularly optimise the schedule to adapt to changes as they happen.
• Automated updates ensure transparency. Increasingly, customers identify transparency and being able to see what’s going on in real-time as the basis of a positive experience when it comes to Field Service. So, visibility is crucial today and this is something that is simple to achieve when you have a system that delivers automated real-time updates.
• Well supported employees deliver a more efficient and agile experience. Field Service management that genuinely supports your people is going to be incredibly important in how able they are to do their jobs. And that can impact everything, from retention rates and avoiding the pressure of constant recruitment, to how the face of your business is being presented to customers. Digital tools that provide visibility into work schedules, plans and training materials and easy-to-use tech support that helps to ensure people can actually do their job properly are all vital. If your team keeps quitting because they don’t feel supported then agility levels will be low and it will be tough to ensure efficiency.
• Supporting opportunities for growth. Agile field service management has many advantages but the biggest one is probably the way that it supports your business in finding new opportunities with existing customers. This is a key part of steady growth for any business. It can also help to minimise the potential for complaints, something that is vitally important for any enterprise today given how much potential the internet offers for unhappy customers to amplify poor experiences.

If you’re keen to make your Salesforce Field Service more agile and efficient then this is very simple to do with a range of tools, from automation to transparency.