Why improving your field service operations during today’s times of economic uncertainty is beneficial for your business and your customer.

In today’s rapidly evolving business landscape, companies face the dual challenge of meeting changing customer expectations while navigating economic uncertainty.

As customer expectations continue to rise, companies must proactively adapt their field service operations to meet these demands. Customers now expect faster response times, personalized service, and seamless communication. In 2022, according to Salesforce research, 88 percent of customers indicated that experience matters as much as products or services. 48 percent of buyers have switched brands due to poor customer service and 94 percent say they are more likely to make another purchase when service is good. 

Meanwhile, economic uncertainty leaves operations managers under cost pressures and resource limitations. 

In this environment, companies running manual field service operations struggle to keep up with the changing landscape. Inefficient resource allocation, limited visibility, and disjointed communication channels hinder operational excellence. Additionally, economic headwinds intensify the need for cost savings and resource optimization. Without an automated solution, companies may find it challenging to maintain profitability and meet customer expectations, especially during times of economic uncertainty.

To thrive in this environment, automating field service operations becomes crucial. Field service automation emerges as a transformative solution, enabling companies to streamline processes, reduce costs, and deliver superior customer service. The key question that rises is: How can companies adapt to changing customer expectations and drive efficiency and cost savings at the same time? The answer lies in automating key parts of your field service operations.

In this article, we will explore the key benefits of field service automation for three key groups involved, management, planners & dispatchers, and field service engineers. Discover how embracing automation can position your company as a leader in your industry while satisfying the evolving needs of your customers.

As companies automate their field service operations step by step, data becomes available that drives the continuous improvement loop. There are three key benefits that management will experience as they transform their service operations:  

  • Improved visibility: Real-time insights into service operations empower management to monitor service requests, track technician locations, and manage service delivery effectively, leading to enhanced customer experiences.
  • Optimal resource management: Strategic resource allocation based on technician skills, location, and availability reduces travel time, improves response times, and maximizes resource utilization, resulting in significant cost savings.
  • Informed decision-making: Data-driven insights enable management to make informed decisions about resource allocation, scheduling, and service delivery, driving improved operational efficiency and profitability.

The data that is used by management is generated by users that use the field service automation solution on a daily basis. For planners and dispatchers, gone are the days when manual field service operations created inefficient routes and poorly managed customer expectations. Instead, planners and dispatchers indicate the following key benefits of using an automated field service solution:

  • Streamlined scheduling: Efficient scheduling based on technician availability and skills minimizes errors, reduces delays, and ensures faster response times, meeting the heightened expectations of customers.
  • Enhanced communication: Real-time visibility into technician locations and job status facilitates effective communication with technicians and customers, reducing miscommunication, and enhancing customer satisfaction.
  • Improved cost-effectiveness: Optimized scheduling and resource allocation contribute to cost savings, enabling companies to navigate economic headwinds without compromising service quality.

For field engineers the days where lots of papers are used in the field and manual processing of written visit reports are a thing of the past. Their lives have digitized and become more efficient. Here are three key benefits that field technicians report:

  • Improved productivity: Access to job details and customer information through mobile devices empowers field service engineers to complete jobs efficiently and accurately, increasing productivity and reducing costs.
  • Enhanced customer service: Leveraging customer data and insights allows field service engineers to provide personalized service, resolve issues promptly, and exceed customer expectations, resulting in increased customer satisfaction and loyalty.
  • Heightened safety: Real-time visibility into job details and hazards ensures technician safety, reducing the risk of accidents and injuries. Safe work environments contribute to operational stability and minimize additional costs.

In an era of evolving customer expectations and economic uncertainty, field service automation is no longer an optional extra. It does not matter if you are in energy, manufacturing and high tech, life sciences, bio tech, logistics or other services based industries. By streamlining processes, improving communication, and harnessing data-driven insights, companies can meet customer demands, achieve cost savings, and drive operational excellence even in challenging times. Adapt, automate, and excel—success awaits those who seize the opportunities offered by field service automation.

Interested in our demo on Salesforce Field Service? Check out our demo video’s below or feel free to contact us.

1: Creating a case
2: Field Service Gantt
3: The Mobile app