Industry Magazine CRM Watch Summer 2019 | Page 8

FIELD SERVICE INDUSTRY BY: ERIC WILLIAMSON How Can You Meet Customer In The Field Service Industry? Expectations Your Company Shouldn’t Feel Stuck Between A Rock And A Hard Place LIKE MANY operating in the field service industry, companies in manufacturing and oil field service can face a variety of communication hurdles. Such issues include lack of mobile support at service locations, siloed information systems, and even manual, on-paper recordkeeping. These constraints—felt by both providers and customers—stem from a disconnect between how field service operations are currently managed and how they should be managed. When you couple that disconnect with increasing pressure from your customers to meet their expectations, manufacturers face a problem with no clear solution in sight. With those challenges in mind, companies have three main objectives when conducting business in field services: No.1 Connect the Employees Whether they’re on the worksite or supporting operations in the back office, manufacturers should actively unite the entire workforce, from source operations to field service. This is especially pertinent in terms of daily communications and sharing overall project objectives. No.2 Schedule Workforce in Real-Time Companies are constantly looking for ways to better service customers, including getting the right resources and technicians to customers at the right time. Modern companies want to schedule and dispatch work in real-time, so bundling nearby field assignments and skill- matching those to the closest technician are essential. Increasing efficiency and efficacy will always save time and money. No.3 Boost Productivity Online & Offline Going offline is sometimes unavoidable in field services, depending upon the level of infrastructure on the worksite. Companies must develop ways to equip on-field representatives with the capabilities and knowledge to get the job done, whether online or off. With those goals in mind, Salesforce tasked its team with developing an in-field solution that could address manufacturers’ challenges by delivering 8 faster, smarter, and more personalized experiences to their customers. Enter Salesforce’s Field Service Lightning, a field service game-changer that addresses the following concerns: • Increases efficiency by booking appointments easily and automatically assigning the job to the right field technician • Provides real-time visibility by giving technicians the ability to enter data themselves in real-time • Cuts costs with enhanced scheduling and dispatching of resources based on job type, skills, and travel estimates With Field Service Lightning—combined with The Fury Group, a certified Salesforce Consulting Partner in the Southwest— field service manufacturers can cut costs, streamline service, and strengthen customer relationships by meeting and exceeding their expectations.