7shifts is a restaurant workforce and scheduling management application, which also features collaboration features, from the Canadian company of the same name.
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Salesforce Field Service
Score 8.4 out of 10
N/A
Field Service (formerly known as Field Service Lightning) is a customizable, mobile-friendly field service hub in Salesforce. It provides tools to manage work orders, scheduling, and a mobile workforce.
7Shifts is ideal for a broad number of restaurant clients, whether it is a single unit, independent location or multi-unit, multi-jurisdiction group like ours. Pricing is very reasonable, and as mentioned earlier, a lightweight and intuitive platform makes it easy to implement and maintain, and scalable for growth
Salesforce Field Service is a powerful and feature-rich solution for managing field service operations. With AI-driven scheduling, seamless mobile access for technicians, and deep integration with the Salesforce ecosystem, it helps businesses enhance efficiency, improve customer satisfaction, and optimize service delivery. While it may be costly and complex to implement, its scalability and ability to grow with your business make it a worthwhile investment for many organizations.
Real Time Communication with back-office team When our nurses need anything by using mobile app they can reach out to our back office team to resolve their issues
Utilization of resources We can see the all the appointments view with the assigned representative in a single page so We can assign more appointments if any resources has any free slot it is just a drag and drop
It helps us to automate the process like delay or reach notification we can also route the appointments based on representative skill set, location and urgency of task
When creating schedules I wish there was a way to remember the last schedule you were on instead of ordering them in alphabetical order.
When working on a schedule, again when you revisit it, it alphabetizes the employees instead of keeping them in the order you add them. This is pertinent for our business because we're reservation-based and work off of a rotating schedule where the lowest ones are called off if there are not enough reservations.
At times updates from may take a while to come back to the main database. This is generallly because of a loss of internet connectivity due to poor data coverage from cell towers or Wi-Fi networks.
Organizational IT policies of network architecture/DMZ/Firewalls may add to the challenges of deploying ClickMobile outside of the organization domain, thus allowing field resources the ability to access relevant work order data without connecting the company network via VPN. This can usually be overcome with quality solution design and implementation.
ClickSoftware is still being used. As far as I can tell it will be used tomorrow as well. Once you make the commitment to run with that as your scheduling engine, it would take a lot of effort to evaluate and implement another companies' solution without significant disruption to your service organization.
I would say everyone at our store really appreciates the fact that we have 7shifts. We would be lost with out it. It would be hard to find anyone that does not support the software.
Having a program that gives sales leaders a real time view was game changing. Time was always an issue because there wasn't always a sales leader available for closing sales. This has allowed for any sales leader to jump in and help make the sale without the need to do a warm transfer.
Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.
For me, 7Shifts has the same amount of functionality, but for a much better price. The app functionality of 7shifts was easier to navigate and allowed me to do more than HotSchedules. I've recommended it to several other local businesses who have implemented it as well and had great luck.
I have added a few of the many Salesforce products we use. We also use HubSpot but they all have different functions so not really comparable as they are used for different things/ teams.
Positive: Less call outs/ and missed communication due to internal conversations that were never communicated. For example, employees tell manager A they are not coming but Manager A does not tell manage B and C.
Positive: Manager log book has helped multiple departments stay in touch and on the pulse of the floor operation. Departments like HR, events, reservations, AP/ AR, etc. are not empowered to be more proactive
Labor and sales are tracked and can be forecasted which has helps us schedule SMARTER
