Salesforce Field Service buyer’s guide

Elevate automation and insight within your critical field service operations

September 10, 2024

Key takeaways

Field service applications can transform field operations, enhancing growth and customer service.

Salesforce Field Service is a leading platform to automate and refine field service operations. 

Salesforce Field Service delivers faster, smarter and more personalized solutions and services.  

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Field service applications provide powerful capabilities for any company that offers on-site services, enhancing functions including estimation, installation, maintenance, repair, inspection and cleanup. Leading manufacturing, business services, distribution, installation, inspection, real estate, construction and agriculture companies benefit from digitally transforming their field operations with robust field service solutions, enabling business growth while providing enhanced customer service.

Field service operations can be complex, highly manual and involve substantial physical costs. However, Salesforce Field Service is a powerful software application that can deliver faster, smarter and more personalized service to your customers in the field. Integrated within the world’s No. 1 customer relationship management platform, Salesforce Field Service enables organizations with technicians, installers, inspectors, agents or contractors to optimize field operations, increase customer satisfaction and reduce costs.  

RSM’s Salesforce Field Service buyer’s guide provides in-depth details about the comprehensive software platform and how it can transform your field service operations and automate and strengthen processes for your field service workforce. 

In this guide, you’ll learn about:

  • Specific benefits of Salesforce Field Service
  • How to evaluate Salesforce Field Service
  • Challenges of Salesforce Field Service implementations
  • RSM’s Salesforce experience and services
  • RSM’s industry-specific field service solutions
     

With Salesforce Field Service, your team can elevate critical field service functions like scheduling and dispatch, route optimization work order management, asset management, inventory management, resource management and more. 

Download the Salesforce buyer's guide