Many businesses seek to be customer-centric but lack the digital capabilities to effectively unite and scale their sales, marketing, and customer support teams. To specifically address this challenge, Salesforce Field Service Lightning App and the FORCE.com platform come in. Field Service Lightning (FSL) can help you transform your field operations and business processes, delivering a comprehensive solution to manage both on-site and off-site support.
Our Salesforce Field Service Lightning services provide your teams with a set of tools to help them deal with field service issues. FSL services offered by us allow you to coordinate with various field agents and track their operations on a single unified platform, enabling you to generate records for your Field Service Technicians/Mobile Workers, Dispatchers, Administrators, and Agents. These records even have information about their qualifications, availability, and location.
Our team's technical skills and experience with successful deployments enable us to deliver value to your business with innovative solutions to help field service managers stay ahead of the competition. We evaluate the appropriate level of customization required by gaining a detailed understanding of your business processes.
Cynoteck creates custom Salesforce Field Service Lightning solutions that deliver a superior, end-to-end customer experience while overcoming work order management challenges. We offer customized Salesforce Field Service solutions that provide scheduling, flexible shifts, inventory tracking, asset management, and visibility across the organization.Get in Touch
Salesforce Field Service Lightning (FSL) is packed with functionalities to assist you in boosting the customer experience and bringing in the desired results. In addition, Cynoteck offers a myriad of features and advantages for effectively handling field service processes.
It becomes time-consuming and tiresome to handle a company’s field operations, tracking and locating workers manually when any customer is not served as per schedule, or an employee who was sent to the wrong place. With the help of Salesforce Field Service Lightning Mobile App, you can make the most of your agent’s time in the field with planned optimization. This system links work orders with contacts, accounts, cases, assets, and other components you entered as data in Salesforce. It helps you in creating accurate timing for clients based on the existing calendar and travel time, ensuring task completion on schedule, further improving customer satisfaction.
Work rules permit admins to efficiently handle service-level agreements, business territories, and priorities. We use work rules to filter candidates for service appointments by denying any service resource that violates the rules. We help you add work rules to any scheduling policy to run schedule optimization. Take the Match Fields work rule, for example. It matches a field on service appointments with a field on service resources. This is an excellent method to implement requirements based on custom fields.
Gantt chart and map view allow supervisors to view and manage work. You can find the Gantt chart on the right side of the dispatcher console. It incorporates the resource list, schedule view, and others. Using the dispatcher console, we help you change the period and contents of the Gantt and appointment list with easy drag-drop UI (User Interface), build custom activities for dispatchers, customize each section’s layout, and construct custom appointment list filters. Dispatchers can utilize the dispatcher console map to obtain a dynamic birds-eye perspective of their mobile workforce.
With the help of electronic signatures, field service employees can capture signatures for service reports and work orders from clients and partners. We can help you specify the number and type of signatures allowed on the service report template. We can also help you securely share contracts and documents with people for signing and keep signed plus sealed documents in Salesforce automatically. And these digital signatures are charged per document that is signed. This helps automate manual tasks that waste your time like following up for signatures.
Salesforce Field Service Lightning has a mobile feature that supports the team to stay in constant contact and provides real-time access to all data while in the field. Salesforce has a reliable mobile application with FSL features that lets technicians view service appointments, work orders, and verify customer information while utilizing Chatter to communicate with other team associates. Salesforce Field Service mobile app helps manage jobs from any mobile device, you just need to download this app and log into the system.
Salesforce field service lightning provides a set of features like tracking of techs, and equipment to ensure that the correct resources and tools are available for the job. Salesforce field service mobile app brings together the whole field service ecosystem by providing each field service team member like the manager, dispatcher, and agent, with powerful insights and optimization tools to fix customers' problems quickly with higher accuracy. Dispatchers can prioritize work orders and manage the workforce effectively from any location.
Cynoteck's team of expert business consultants can assist you in getting the most out of Salesforce Field Service Lightning through our in-depth knowledge of the Salesforce platform.Years of experience coupled with our best practices for integrating Field Service Lightning to other platforms help in the growth and evolution of your business.
In addition to helping you get the most out of Field Service Lightning, our Salesforce consultants also ensure seamless communication between marketing, sales, and service departments. The smooth communication flow allows field technicians to quickly manage work orders, including logging time spent on the job, parts consumed, and other such tasks.
With the help of Field Service Management software, field service technicians can retrieve the data in real-time, preparing them more effectively for a service visit while improving first-time fix rates. The software enables field technicians to make changes to work orders at any time and from any location, both online and offline. The data is synchronized once the internet connection is established.
Using this powerful Salesforce Field Service Management platform, you will have access to superior customer service solutions. Our expert advisors and consultants simplify your account for you to have all the information you need at your fingertips. In addition, they provide recommendations based on your business requirements and strategic roadmap.
We ensure that dispatchers and field techs have an accurate overview of co-workers and jobs by updating information in real-time. Technicians can work on individual job tasks and mark them off as completed. As soon as a job is finished, the data flows all the way through to invoicing within a minutes.
We are one of the leading Salesforce FSL implementation and customization providers, delivering Salesforce field service lightning solutions that increase operational efficiency, improve reporting, and enhance customer satisfaction. We help you work smarter with a complete suite of Salesforce Field Service Management and implementation services, providing better on-site service to your customers. Contact us today to develop and deploy innovative and unrivaled Field Service solutions that transform your business needs into a strategic plan.