Equipment Distributor Resource Scheduling with Field Service Lightning

CloudROI’s implementation of Salesforce Field Service Lightning has helped the medical equipment distributor to streamline their operations, improve resource utilization, and enhance their customer service.

CloudROI is a leading technology consulting firm that specializes in implementing Salesforce solutions for companies of all sizes. Recently, the company was approached by a medical equipment distributor that was struggling to manage their field service technicians effectively. The company’s existing system was outdated, and they were unable to efficiently schedule resources, leading to delays in service and dissatisfied customers. 

The Challenge :

The medical equipment distributor required a solution that would allow them to schedule resources quickly and effectively. They needed to be able to track their technicians’ availability, skill sets, and location to ensure that the right technician was assigned to the right job. Additionally, they wanted a system that would allow them to track their service calls in real-time and provide timely updates to customers. 

Solution :

CloudROI recommended implementing Salesforce Field Service Lightning (FSL), a powerful solution that would enable the medical equipment distributor to optimize their field service operations. FSL provides a comprehensive set of tools that allow companies to schedule and dispatch resources, track inventory, and manage work orders, all in real-time. 

The first step in implementing FSL was to configure the system to match the company’s existing workflows and business processes. CloudROI worked closely with the medical equipment distributor to understand their unique requirements and tailor the solution to meet their needs. 

One of the key features of FSL is its resource scheduling capabilities. CloudROI configured the system to allow the medical equipment distributor to assign technicians to jobs based on their skills, location, and availability. This enabled the company to optimize their resources, ensuring that the right technician was assigned to each job, reducing the time spent traveling and increasing customer satisfaction. 

Another important feature of FSL is its ability to track service calls in real-time. The medical equipment distributor could now see the status of each service call, including whether the technician had arrived on site, started work, and completed the job. This provided greater visibility into their field service operations, allowing them to identify bottlenecks and make improvements where necessary. 

Results:

Since implementing FSL, the medical equipment distributor has seen significant improvements in their field service operations. They are now able to schedule resources more effectively, reducing the time spent traveling and increasing the number of jobs completed each day. They can also provide customers with real-time updates on the status of their service calls, leading to higher levels of customer satisfaction. 

Overall, CloudROI’s implementation of Salesforce Field Service Lightning has helped the medical equipment distributor to streamline their operations, improve resource utilization, and enhance their customer service. As a result, they are better positioned to compete in a competitive marketplace and drive growth for their business.