Field Service
Deliver more efficiently by combining FSL and Projects Management together.
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Check out our quick overview video of how this use case could work for you within Salesforce.
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Field Service - Highlights Video
Automate Best Practice
Whether you’re rolling out a new telco network or commissioning a new store or franchise, you will have a series of repeatable best practice steps. Cloud Coach helps you templatize those and seamlessly connects project timelines with your field service activities:
- Leverage project templates with field service deliverables
- Launch projects based on your business rules such as site acquisition
- Connect with any Salesforce based objects
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Manage your critical path
As you put together your project schedule it’s important to remember that not all tasks are created equal. Certain tasks must be completed on time, if the overall schedule of the project is not to slip. AppExchange Apps can help you master your project schedule:
- Plan your task timelines
- Visualize your critical path
- Report on timeline status
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Drive FSL Work Orders
As part of your rollout you will need to send technicians out to site, in a coordinated manner with your project schedule. FSL and AppExchange Project apps like Cloud Coach can work in unison to let you:
- Templatize the link between your project schedule & work orders
- Automatically create work orders when project milestones are met
- Dynamically update your project as technicians close out work orders
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Store Project Documents
Successful projects are about much more than managing timelines, a document strategy is critical to overall success. Tools like Cloud Coach have document capabilities that grow with each tier, from file and link storage (all tiers) to goals & requirement management in our Enterprise tier.
- Store relevant files and links
- Record & share meeting minutes and actions
- Capture & deliver against requirements
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Manage the unknowns
Like life, your FSL projects don’t always go to plan, site access delays, unforeseen issues crop up, and stakeholder change are the sort of unknowns that you might need to manage during your delivery.
- Capture and plan for risks
- Track and resolve issues
- Manage the schedule and cost impact of change requests
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Budget vs Actuals
Tracking the financial performance of your field rollout projects is one of your important KPIs. Tools like Cloud Coach allow you to prepare your budget, route it for approval, and track changes over time. Then as the actual costs come in over the course of your project, you can update your forecasted position
- Plan & approve budgets
- Track changes over time
- Report on earned value & more
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Still confused?
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