Implementing new technology to increase efficiency, track fleet crews, communicate project timelines and updates to clients, process and organize customer tickets, and reduce paperwork are just a few improvements that many field service companies prioritize.
With Field Service Lightning, you will be able to create and manage work orders for field service operations, view knowledge articles, and track SLA compliance with Milestones. Work orders are integrated with accounts, contacts, assets, cases, entitlements, and other options so you can pull in data directly to Salesforce.
Nuvem Consulting will utilize the Salesforce platform to customize, develop, and implement tailored solutions that will allow you to connect your business with field service reps with or without internet access.
Without a well-defined sales process, opportunities can fall through the cracks. In Salesforce Sales Cloud, deals can be tracked as they move through each stage in the pipeline.
With multiple teams working in the field, it can be difficult to monitor technicians’ bandwidth and assign work orders efficiently. Salesforce Field Service Lightning stores workers’ availability, skills, and preferences in a central location, allowing you to find the right person for the job.
Keeping track of field crews’ locations can be cumbersome. Field Service Lightning stores territory information for each field rep, ensuring they can only be assigned work orders in their area.
Through Field Service Lightning, you can monitor the equipment and parts held by each rep in the field. Through the app, they can request more inventory or indicate when equipment has been transferred to a colleague.
Learn How You Can Better Manage Field Crews
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