Salesforce Field Service Overview

Salesforce-field-service software enhances front-line productivity and lowers operating costs. Service experiences are transformed through efficient management tools.

Use Cases

Customers recommend Sales Document Management, Helpdesk Management, Forecasting, as the business use cases that they have been most satisfied with while using Salesforce Field Service.

Other use cases:

  • Engagement Management
  • Measuring Customer Satisfaction
  • Workflow Management
  • Knowledge Management
  • Products & Pricelist Management
  • Campaign Management
  • Competitive Intelligence
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Field Service.

Other priorities:

  • Improve Internal Communications
  • Increase Sales & Revenue
  • Grow Market Share
  • Scale Best Practices
  • Launch New Products
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Salesforce Field Service Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Field Service works with different mediums / channels such as Phone Calls. and Mobile.

Salesforce Field Service's features include Personalization, and Recording. and Salesforce Field Service support capabilities include Chat Support, 24/7 Support, Email Support, etc. also Salesforce Field Service analytics capabilities include Analytics, and Custom Reports.

Reviews

"...By using ClickSchedule we were able to increase productivity, efficiency and customer satisfaction significantly...." Peer review by Herbert Heitzinger, Head of WFM Development, Telekom Austria

Salesforce Field Service, GorillaDesk, MobiWork Field Service Software, GoSpotCheck, FieldEZ, etc., all belong to a category of solutions that help Field Service Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Field Service

Top Industries

  • Information Technology and Services
  • Telecommunications
  • Construction

Popular in

  • Large Enterprise
  • Mid Market
  • Enterprise

Salesforce Field Service is popular in Information Technology And Services, Telecommunications, and Construction and is widely used by Large Enterprise, Mid Market, and Enterprise.

Comprehensive Insights on Salesforce Field Service Use Cases

What benefits does Salesforce Field Service offer for Sales Document Management?

What solutions does Salesforce Field Service provide for Helpdesk Management?

How efficiently Does Salesforce Field Service manage your Forecasting?

How does Salesforce Field Service facilitate Engagement Management?

What solutions does Salesforce Field Service provide for Measuring Customer Satisfaction?

11 buyers and buying teams have used Cuspera to assess how well Salesforce Field Service solved their Field Service Management needs. Cuspera uses 568 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Field Service Management needs.

Case Studies

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

Frequently Asked Questions(FAQ)

for Salesforce Field Service

What is Salesforce Field Service?

Salesforce Field Service is a Field service management tool that helps employees to get their field jobs done safer, faster and more efficiently. It also provides job information, delivers updates, and quickly collaborates on the go, even while offline.

It helps to safely complete jobs on the first in-person or virtual visit, get jobs done faster with step-by-step guided flows, automatically schedule the right person for the right jobs, and access data online and offline with the field service app. It helps with stronger customer engagement giving the customers all the info they need in real time, like when their mobile worker will be there, who to expect, and how long the appointment might take.

Some of its features are increasing in productivity, on and offline, using a flexible field service solution, create work orders from any case, fast, optimize schedules and intelligently assign jobs, equip the team with AI-powered scheduling, resource optimization, guided safety protocols, van inventory, knowledge articles, and more.

What is Salesforce Field Service used for?

Salesforce Field Service is a Field Service Management Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Sales Document Management, Helpdesk Management and Forecasting .

What are the top features of Salesforce Field Service?

Personalization, Recording are some of the top features of Salesforce Field Service.

Who uses Salesforce Field Service?

Salesforce Field Service is used by Information Technology And Services, Telecommunications and Construction among other industries.

What are Salesforce Field Service alternatives?

GorillaDesk, MobiWork Field Service Software, GoSpotCheck and FieldEZ are popular alternatives for Salesforce Field Service.

Where is Salesforce Field Service located?

Salesforce Field Service is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce Field Service for sales document management and helpdesk management

Salesforce Field Service Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.43/5 ★

Read Reviews (9)
Analytics

4.27/5 ★

Read Reviews (28)
Custom Reports

3.60/5 ★

Read Reviews (69)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.43/5 ★

Read Reviews (9)
Analytics

4.27/5 ★

Read Reviews (28)
Custom Reports

3.60/5 ★

Read Reviews (69)

Software Failure Risk Guidance

?

for Salesforce Field Service

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Field Service

Salesforce, Inc. News

Partnership

Salesforce partners with Jeena Sikho Lifecare - The Hans India

Salesforce has partnered with Jeena Sikho Lifecare, an Ayurvedic healthcare company, to advance its digital transformation. This collaboration utilizes Salesforce's AI-driven solutions to improve patient engagement and streamline operations, aiming to expand access to holistic healthcare through digital platforms.

Partnership

Pearson VUE partners with Salesforce to offer certification exams worldwide Check details

Salesforce has partnered with Pearson VUE to offer its certification exams globally. This multi-year agreement makes Pearson VUE the sole provider of Salesforce's certification exams, which include over 80 certifications. The collaboration aims to enhance professional growth and career advancement by integrating systems for seamless candidate registration and exam delivery.

Customer

Salesforce collaborates with Jeena Sikho Lifecare to drive digital transformation in ayurvedic ...

Salesforce collaborates with Jeena Sikho Lifecare to enhance digital transformation in ayurvedic healthcare using AI-driven solutions. The integration of Salesforce Service Cloud and Marketing Cloud optimizes operations and patient engagement, achieving a 50% improvement in call center response times. Quadrafort Technologies supports this transformation, paving the way for future innovations in patient management and service quality.

Partnership

Salesforce, Jeena Seekho Lifecare join forces for cloud transformation - Techcircle

Salesforce has partnered with Jeena Sikho Lifecare to enhance digital transformation in healthcare. The collaboration integrates Salesforce's Service Cloud and Marketing Cloud to improve patient engagement and healthcare delivery. Key achievements include a 50% improvement in call center response times and increased patient engagement. The partnership aims to expand Ayurvedic healthcare across India using AI-driven solutions.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO