Salesforce Field Service

Salesforce Field Service is built on the the world’s number 1 platform for service.

Field Service is essentially a management tool that allows you to automate and integrate a variety of field service management tasks for agents, dispatchers and mobile employees for a streamlined service experience.

In layman’s terms, Field Service is focused on speeding up work orders, selecting the right mobile employee for the job and providing mobile employees with everything they need to exceed customer satisfaction. It is designed to provide agents, dispatchers and mobile employees with all the information and resources they need to guarantee this utmost customer satisfaction, and to provide you with a comprehensive all-in-one platform for the complete management of your company’s field services.

Faster and More Efficient Process

Automate appointment scheduling and resolve calls faster to give your team more time to work directly with customers.

Manage and Monitor

Manage agents, dispatchers and technologies with real time visibility into all operations, proving accurate, in-depth overviews of ongoing processes.

Increased Productivity

Boost employee productivity in the field and optimise workforce allocation to deliver the best service possible to customers.

With Ignyto’s help implementing Salesforce to turbocharge your service team, you will be able to:

Use Advanced Assets to track customers’ products and leverage asset hierarchy to track products consisting of several parts in a single view.
Create work orders in a matter of moments and efficiently track operations taking place in the field.
Use Smart Scheduling to instantly book appointments through Lightning Console and automatically assign workflow to suited employees.
Oversee mobile operations via Dispatcher Console to note issues that require action, schedule bulk jobs and track and monitor mobile employees in real time.
Provide mobile employees with access to work orders and other vital info needed to complete a full range of field activities.
Access and interpret data on any mobile device while on the go to instantly view employee performance through a single platform.

Client Testimonials

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