How to improve your Salesforce field service inspection processes
written by Barbora Piatrova on March 4, 2020
Remember the times when you had to keep two things in mind when leaving the house? Keys and your wallet. Today, a smartphone and often another device like your smartwatch is just as important.
The key advantage of businesses nowadays is the ability to have a truly mobile workforce. However, you still need to provide your people with the right tools for the job. If your company uses Salesforce, use its full potential in the field. Consider equipping it with a fitting tool to manage field operations. This can help you automate all Salesforce processes and deliver an exceptional experience to your customers – even out of the office.
Connect the office with your field workers
Often, your service reps can have trouble connecting to the back office. The information flow must be flawless. Imagine, they are performing safety inspection using Salesforce Field Service Cloud. If the field workers have the right tool, managers in the office can monitor the progress of the inspection with a live map view and instantly receive updates regarding any issues, allowing them to deal with problems as they arise.
Automate field service or inspection assignment
Late or missed appointments alienate customers and drive them away. And waiting to be served is probably an all too familiar situation pretty much to anyone. To automate the inspection scheduling process, you can let tools assign the tasks dynamically for you. With editable checklists, and custom business logic, each task can be automatically assigned to the most suitable inspector – based on time, skills or location.
Consider the app that works perfectly with Salesforce
Employees, who interact directly with customers, to complete field operations – be it an inspection or any other service – can work with all Salesforce data on any mobile device – be it a phone or tablet; running iOS, Android, or Windows. The field reps receive work from their supervisors via the mobile app and can also easily get in touch with the office via chat or e-mail integration. With the built-in calendar and route viewer, they always know where and when to go. Once, they arrive on site, they can run, complete and send back the performed tasks (as filled in reports or checklists) with a few taps. Fully functional even offline, so no rural area or underground parking lot will stand in your team’s way.
Manage advanced checklists & perform complex field operations
The more complex the field operations are, the more difficult it is to keep track of line items, serial numbers, spare parts, and other essential data. Both in the office and on the go. Imagine an extensive inspection of a complex machine or piece of equipment, e.g. checking on a turbine engine of a jumbo jet. The inspector can simply identify parts for repair by scanning their serial number with the app on his/her phone. And when staff in the office analyze the results afterwards, they can see which items are most required and make sure there’s always enough supplies available.
Curious? You can find more about Resco for Salesforce here, or ask us at email@example.com.