Transforming a Water Purification Solutions Provider with Salesforce Field Service
Business Challenges
Challenges before FS Implementation
01- Inefficient Scheduling
- Service Agents faced issues with manual scheduling of service appointments.
- Poor allocation of resources led to delays in responding to customer requests.
02- Limited Visibility
- Lack of real-time visibility into field operations.
- Incomplete information on service history and customer interactions.
03- Inventory Management Issues
- Difficulty in tracking and managing inventory levels for replacement parts.
- Increased downtime due to unavailability of necessary components.
04- Communication Gaps
- Ineffective communication between field agents and customers.
- Customers lacked visibility of technician arrival times and service progress.
05- Post FS Implementation
- Resistance to change among field service agents.
- Data migration challenges during the transition to Salesforce.
- Customization complexities to meet specific business requirements.
