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Main Benefits of Having Field Service Management Software

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Main Benefits of Having Field Service Management Software


Field service management is definitely the most demanding task for the majority of managers. It’s not simple for field managers to apply a paper-based management system to optimize workforce efficiency. All businesses that provide field services need to have suitable field service management software for managing the workforce, equipment, or related resources on site.

Generally, field service management includes work scheduling, tracking working hours, task dispatching, and, above all, invoicing customers for completed work. As a result, each company that adopts proper field service management software will make all these activities easier and simpler.

What Is Field Service Management Software?

Field service management software helps companies to reach their wanted business goals and boosts productivity. Every business owner usually aims to gain profit by following two basic objectives: use of resources up to standard and highest client satisfaction.

Today, customer expectations for superb customer service increase every day. FSM software overcomes that burden and assists your business to obtain effective solutions such as improved communication with customers, employees, and management. The businesses that utilize reliable FSM software, such as FieldAware, can quickly seize the opportunity to be one of the top competitors on the market.

If you haven’t employed FSM software yet, we give you the main five benefits of using FSM software. So, read below to understand why your business needs to adopt it.

Streamlines Work

A lot of industries continue to use papers for documentation or outmoded software to record the daily work activities. That results in work delays, scheduling overlaps, dispatching issues, a number of incorrect data entries, or even high-cost demands.

With FSM software, every job task is sent to the technician’s mobile phone, along with the optimal route to the location, tools that need to be used, inventory management processing, client’s service history, service reports, and other valuable information for serving the customer best according to their needs.

It fastly helps eradicate paper-based field services and offers the organization a possibility to streamline field service work easily.

Improves Scheduling

FSM software allows you to generate and manage multiple jobs easily. Each field service business heavily depends on its scheduling and the dispatching process in order to make the working tasks smooth.

Once you implement a sound management system, it improves your scheduling immediately. In other words, it means that by implementing FSM, your business intelligence and planning make a major impact on on-time service technicians, reducing double-booking, and sending the right technician on site. On the other hand, a faulty scheduling system results in chaos and an excessive loss of revenue.

Real-Time Tracking

Aside from the benefits to improve the service management activities, the FSM’s customized tool allows the client to track the records related to a certain service request or service delivery.

After the service is finished, you also have an option to examine the performance of the field technician to improve your overall service. Additionally, it becomes pretty easy for you to supervise and manage your technicians more intelligently and foresee issues even before they occur.

Once you have the technician’s precise location, you can relatively easily change routes and make better decisions when dealing with surprising events or emergencies in the best way possible.

Effective Communication

Customer acquisition and retention are the two most important goals that every organization should have. Once your customers are disappointed with your services, you can lose them. The most efficient way to boost customer satisfaction is by having better communication with the technicians who resolve your customer’s inquiries.

With FSM the technicians are able to record relevant service notes, different diagnostics, test results, important data, tools used, and labor spent in their devices. They can also capture and send on-arrival photos or videos using.

Furthermore, FSM provides real-time data in accordance with the work requirements to maintain the customer’s happiness using innovative ways to enhance customer service. Plus, the customers have the ability to track the technician’s location. As a result, customer engagement also strengthens once companies employ FSM software.

Invoicing Is Fast

Invoicing is one of the most crucial assets of every field service company. It usually takes multiple weeks to appraise the work done once every data is recorded and analyzed manually.

When using FSM, the service technicians send all the job-related data such as labor spent, tools and parts used, customer’s digital signature, and job result images.

Based on the data provided, the FSM system automatically creates invoices and calculates the cost, identifying the services available under warranty, delayed payments, and discounts.

Final Words

The field service management software manages almost everything that increases your strength to make it more effective and offers field employees the resources to make their jobs simpler. Once you invest in this kind of solution, you can easily profit from the benefits of establishing great customer relations, reducing operational costs, and much more.



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MARKETING

Salesforce winter 2023 release: The business executive’s guide

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Salesforce winter 2023 release: The business executive's guide

More than 150,000 companies are Salesforce customers. Salesforce’s share of the CRM market is about 25%. 

Few customers take advantage of the thrice-yearly release updates rolled out to every Salesforce user. I get it. Folks aren’t always paying attention to the releases because they’re focused on running their business, tending to the million things that come up each day. 

The full edition of this Winter’s ‘23 Release comes in at over 700 pages. The boiled-down, brass-tacks summary is still 32 pages.

Few business executives have the time and bandwidth to keep up with the ins and outs of these updates. Your admins and marketing operations people may slog through the whole doc but may not connect the dots between business initiatives and platform functionality. 

This series will connect those dots. I’ll summarize what you need to know about the latest release in five key categories: commerce, sales, service, marketing and loyalty programs.

I’ll cover the features that will help you make better decisions for your business and maximize how you use the platform. 

Based on features in this release, Salesforce is focused on:

  • Improving the base platform (adding ease that your hands-on admin and developer teams have requested for a long time).
  • Creating even more ways to connect with customers.
  • Offering more industry-tailored options that bring value to a business more quickly.

Robust support for subscription selling added to Commerce 

Adding a subscription pricing model benefits most businesses, whether you’re a fan belt manufacturer or an artisan dog food company.

Making it easier for your customer to buy your product is always a win-win, and this release makes implementing subscriptions more seamless from the backend with the Connect API tool. 

Connect API resources now support subscriptions and multiple product-selling models: 

  • One-time sales where products are sold for specific prices once. 
  • Term sales offer time-limited subscriptions. Products are sold and renewed for a specific amount of time, e.g. 12 months. 
  • Evergreen subscriptions offer products on a recurring basis until canceled.

Configuring charges for collecting local taxes in international jurisdictions was also enabled. 

Dig deeper: Salesforce unveils features to boost automation for marketing and sales


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Additions to sales enablement functionality

Overall, I’m loving the general focus on enablement through enhancements with dynamic forms, screen flows, and Slack integration. 

Teams can now build and launch enablement programs that drive to the most important KPIs for your business. You can now focus on specifics, like programs for a particular region or product, and offer incentives to drive business from them. 

And, dynamic form improvements mean end-users have more flexibility with fields and sections to display on page layouts. 

Sales teams can now better access, update, share records and get important notifications on their key accounts directly within Slack using a new integration. Sales can collaborate in account- and opportunity-focused Slack channels while accessing Salesforce data. 

And, you can make it easier for sales teams to work with colleagues throughout the enterprise in departments such as fulfillment, shipping, and finance. This is enabled using Slack and providing real-time access to data stored in Salesforce to everyone who needs it.

Next time, I’ll dive into the latest service, marketing, and loyalty programs features included in the Winter 2023 release.


Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.



About The Author

Joe Anzalone

Joe is Vice President, Salesforce Technology at Shift7 Digital. As a member of the Shift7 leadership team, Joe works to craft solutions and architectures that meet ambitious client goals using the power of the Salesforce platform, including product ownership for Shift7’s Industry GTM Accelerators. Joe brings more than 20 years of experience implementing Salesforce and other digital platforms including enterprise solutions and complex technology implementations. He sits on the Salesforce B2B Commerce product advisory board. Shift7 Digital is a Salesforce Ventures-backed agency, revolutionizing the digital experience for manufacturers, distributors, and their customers.

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