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.
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