vote

Field Service Lightning Implementation for communication sector

Introduction

Industry

Communication

Products

Field Service Lightning

Capabilities

Build and Implement

They are the leader of enterprise video communications, with an easy, reliable platform for video and audio conferencing, collaboration, chat, and webinars across mobile devices, desktops, telephones, and room systems. Their mission is to help businesses and organizations bring their teams together in a frictionless environment to get more done.

Project Challenges

The client wants us to implement a system with which they can provide better service. To make this procedure much progressive they want to create Salesforce application and in that implementation of:

  • Scheduling the appointments:  Their dispatcher team used google calendar to schedule appointments for their resources. The poor visibility of google calendar in authorizing the right account from multiple accounts often led the dispatcher to take hours to schedule a single appointment. They also faced the problem of overutilization of resources and double booking.
  • No proper system to manage details:  Their team used MS-Excel to manage and track the installation details. Their installation team had no checklist items to work through. The other teams faced problems in accessing these on-site data.
  • Long time in reporting: They often spent 5-6 hours of work on a weekly basis on reporting to their management team.

                    filed-service-challenges

Project Challenges


                    filed-service-challenges

The client wants us to implement a system with which they can provide better service. To make this procedure much progressive they want to create Salesforce application and in that implementation of:

  • Scheduling the appointments:  Their dispatcher team used google calendar to schedule appointments for their resources. The poor visibility of google calendar in authorizing the right account from multiple accounts often led the dispatcher to take hours to schedule a single appointment. They also faced the problem of overutilization of resources and double booking.
  • No proper system to manage details:  Their team used MS-Excel to manage and track the installation details. Their installation team had no checklist items to work through. The other teams faced problems in accessing these on-site data.
  • Long time in reporting: They often spent 5-6 hours of work on a weekly basis on reporting to their management team.

                    field service solution

Project Solutions

We implemented the following solution to overcome the above challenges for our client

  • Effective management of resource scheduling: We implemented the Gantt chart feature of Salesforce field service lightning to help dispatchers quickly find and assign resources,without the fear of double booking. This feature helped them get clear visibility
VIEW COMPLETE SOLUTION

Project Solutions

project

We implemented the following solution to overcome the above challenges for our client

  • Effective management of resource scheduling: We implemented the Gantt chart feature of Salesforce field service lightning to help dispatchers quickly find and assign resources,without the fear of double booking. This feature helped them get clear visibility
VIEW COMPLETE SOLUTION

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Scheduling time decreased by

80%

Data accuracy increased by

60%

Reporting time decreased by

85%

Client Review

Efficient and Timely.

We partnered with cyntexa to get salesforce implemented for our company. They proved to be the best in their field. The project was delivered on time and they used best practices for the job.

star star star star star

Our Portfolio

Get In Touch

And our expert support team will answer within 24 hours.

Line Icon