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
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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
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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

"...The contract management functionality ensures all field tasks and activities are performed according to the service level agreement and preventive maintenance is carried out as per customer needs...." Peer review from Featured Customers

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

How efficiently Does Salesforce Field Service manage your Sales Document Management?

How does Salesforce Field Service address your Helpdesk Management Challenges?

Why is Salesforce Field Service the best choice for Forecasting?

What solutions does Salesforce Field Service provide for Engagement Management?

How efficiently Does Salesforce Field Service manage your Measuring Customer Satisfaction?

26+ more Business Use Cases

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

Information Services

CASE STUDY BARC India

BARC India improved field service productivity by 25% using Salesforce automation. They unified panel and inventory management on a single platform. This helped them service more households and ensur...e high-quality data. The same team of 650 field executives can now conduct 15% more panel visits per day. They can also visit 20% more households. BARC uses Salesforce to manage 55,000+ metering devices and plans to expand to 300,000 households.

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Manufacturing

CASE STUDY Godrej & Boyce

Godrej & Boyce used Salesforce to unify their CRM across business units. This helped them offer a connected customer experience. They moved sales processes to Salesforce Sales Cloud. This unified cus...tomer data and sales workflows. Sales teams now engage customers consistently. They reduced the time to connect with customers from a day to two hours. Predictive analytics increased lead conversion probability to 80% in one business unit.

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Information Technology and Services

CASE STUDY EXL

EXL used Salesforce to improve sales efficiency and customer focus. They implemented Sales Cloud and Revenue Cloud to optimize their sales processes. Automation and real-time insights helped sales te...ams engage customers better. EXL's sales team now predicts deal success and improves conversion rates. The company plans to integrate Salesforce further for a robust customer experience.

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Manufacturing

CASE STUDY JSW Steel

JSW Steel used MuleSoft to transform its value chain. They integrated 32 systems with 120+ APIs. This improved order management and customer experience. They achieved a 99.7% integration success rate.... API calls increased by 52%, reaching 7.2 million per year.

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Financial Services

CASE STUDY Bike Bazaar

Bike Bazaar uses Salesforce to improve loan processes. They cut loan approval time from 20 to 5 minutes. They manage twice as many cases as before. Product launches are now 6 times faster. Data insig...hts help them target promotions and manage risks.

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Consumer Goods

CASE STUDY Tata Consumer Products

Tata Consumer Products transformed its sales and distribution with Salesforce. They built a platform called MAVIC, automating distributor management. Onboarding time reduced from a week to 45 minutes.... The MAVIC app enables 6 million transactions monthly. Over 3,000 distributors were onboarded in four months. The platform is used by 8,000 sales employees to serve 12,000 distributors and 1.6 million retail outlets.

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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

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for Salesforce Field Service

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Field Service

Salesforce, Inc. News

M&A

Salesforce acquires AI recruiting startup Moonhub weeks after Informatica deal

Salesforce has acquired Moonhub, an AI-driven recruiting startup founded by former Meta engineer Nancy Xu. Moonhubs team will join Salesforce to advance its AI initiatives, including Agentforce. This move follows Salesforces recent acquisitions of Informatica and Convergence.ai, signaling a continued focus on expanding AI capabilities in cloud-based enterprise solutions.

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Partnership

Salesforce Once a Silicon Valley Rebel, Now an AI Revolutionary - CIOL

Salesforce is advancing its AI strategy by leveraging its $8 billion Informatica partnership to unify enterprise data and enhance trust in its AI-driven CRM solutions. This move positions Salesforce as a leader in integrating artificial intelligence across customer relationship management, enabling smarter automation and deeper insights for business users.

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Product

Copado Robotic Testing Debuts in AWS Marketplace, Enabling AI-powered, Salesforce ...

Copado Robotic Testing is now available in AWS Marketplace, offering AI-powered test automation for Salesforce applications. This release enables Salesforce customers to streamline testing workflows, accelerate release cycles, and improve software quality using Copado's cloud-based platform integrated with AWS.

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Customer

From Hours to Minutes: JPW Industries Order Processing Transformation with Salesforce Partners and AI

JPW Industries automated its order processing and customer service by deploying Salesforce Agentforce AI, in collaboration with RafterOne. The solution replaced manual workflows, accelerated order turnaround, and enabled 24/7 support. Salesforces AI-driven platform centralized knowledge for agents, improving efficiency and customer experience in the manufacturing tools sector.

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Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

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

Employees

10001+

Social

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Financials

IPO