Truck Routing with Field Service Lightning

Thanks to the expertise and guidance of CloudROI, the company has been able to transform their routing processes, reduce costs, and improve customer satisfaction.

CloudROI is a leading provider of cloud-based solutions for businesses of all sizes. Recently, the company had the opportunity to work with a shipping logistics and truck routing company to implement Salesforce Field Service Lightning with a specific focus on agent routing. The goal was to help the company optimize their routing processes, improve customer satisfaction, and reduce costs. 

The shipping logistics and truck routing company had been struggling with outdated routing processes that were both inefficient and expensive. They had multiple teams of drivers, dispatchers, and customer service representatives who were constantly struggling to keep up with the demands of their customers. They knew that they needed to make a change, but they didn’t know where to start. 

Solution:

CloudROI recommended Salesforce Field Service Lightning as the ideal solution to help the shipping logistics and truck routing company streamline their operations. Field Service Lightning is a powerful, cloud-based platform that provides real-time visibility into field operations, enabling organizations to optimize their scheduling, dispatching, and routing processes. 

The first step was to configure the Field Service Lightning platform to match the specific needs of the shipping logistics and truck routing company. CloudROI worked closely with the company’s team to understand their existing processes and workflows, and then tailored the platform accordingly. This included customizing the agent routing functionality to ensure that the right agent was assigned to the right job at the right time. 

With the platform configured, CloudROI then trained the company’s employees on how to use the system effectively. This included training on how to create work orders, dispatch jobs to drivers, and track the progress of each job in real-time. CloudROI also provided ongoing support to help the company’s team troubleshoot any issues that arose during the transition. 

Results :

The implementation of Salesforce Field Service Lightning had an immediate impact on the shipping logistics and truck routing company’s operations. By optimizing their routing processes, they were able to reduce their costs and improve their customer satisfaction levels. The following are some of the key results achieved: 

1. Improved routing efficiency: The shipping logistics and truck routing company was able to optimize their routing processes, resulting in more efficient and cost-effective routes. This led to a reduction in fuel costs, overtime expenses, and other operational costs. 

2. Increased customer satisfaction: With real-time visibility into their drivers’ progress, the company was able to provide customers with more accurate and reliable delivery estimates. This led to increased customer satisfaction and loyalty. 

3. Improved agent productivity: The agent routing functionality of Field Service Lightning allowed the company to assign the right agent to each job based on their location, skills, and availability. This led to improved agent productivity, reduced travel time, and faster job completion times. 

Overall, the implementation of Salesforce Field Service Lightning has been a game-changer for the shipping logistics and truck routing company. Thanks to the expertise and guidance of CloudROI, the company has been able to transform their routing processes, reduce costs, and improve customer satisfaction.