Calabrio Teleopti WFM vs. Salesforce Field Service

Calabrio Teleopti WFM is widely used in our organization, and once we've gotten the hang of it, it's very simple to use. We can manage the entries to each employee's task lists, plan the turns that each teleworker will cover, and swap turns as needed. We can also automate the completion of scheduled management tasks and calculate how much time each employee spends at the company. This application, in general, ensures increased productivity on the call center platform.

Incentivized

In our scenario, it is very well suited because we want to make the appointments of nurses and utilize their time fully, so Salesforce Field Service Lightning is providing the dashboard where we can see how many appointments are assigned and what the free slots. Once they do their service they can update their status so back office team get a real-time notification, so they can proceed for further process It also enhances our customer satisfaction because the customer can receive delay or reach notification. We also automated the process to assign the representative according to our customer requirements we are checking the skill set of our representative and the more suited one will be assigned for the appointment.

Incentivized

• Schedule management is intuitive and easy to follow
• The ability for agents to request and swap shifts works well
• Agent tools for viewing schedules and requests is user friendly

Incentivized

• ClickMobile allows for real-time updates from the field. The devices don't need to be within the organizations domain to communicate with the back-end database. This makes updating work order information much less cumbersome since VPN connections are not necessary for mobile field workers
• Store-and-forward capability of the Mobile applications allow users to make updates to a work order even when they don't have an internet/data connection. They can make their changes and rest assured that they will be recorded to the organizations database when internet connection is restored.
• ClickMobile Touch makes the BYOD a reality as the application is device agnostic and will run on any browser that supports HTML5.

• System uptime. We use their cloud solution and unfortunately there's been a number of outages.
• PTO management, could use more features like waitlisting, time off canceling and offline management

• License could be less pricier esp. the dispatcher license
• Restricted workflows and data visibility, along with slow performance can complicate the experience for the technician
• Since we use devices primarily for this like Ipad and Android devices, the mobile app needs to be improved which crashes often

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.

It serves my needs perfectly, but it sometimes glitches where you press a link and it downloads the page instead of opens it.

Incentivized

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.

Incentivized

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.

I have worked for other smaller companies that have just used excel sheets to manage scheduling and it was a complete mess. This is a complete and utter 180 in that scheduling is so simplified and creates/causes basically zero conflict among staff.

Incentivized

As Salesforce Field Service provides wide range of customizable options and customized based on the each business makes it unique of one

Incentivized

• They must work to update the characteristics of the integrated items so that they can be better in general based on user demand.
• In general, the software is very easy to use and offers a wide range of working functions.

Incentivized

• It is the best return on investment it is utilizing our resources fully
• We are receiving more appointments then last year and it is very easy to manage by fsl dashboard
• We are getting high CSAT scores from our Customer which is a sign our customers are happy with our service

Incentivized