e-automate vs. Salesforce Field Service

We use e-automate for all our billing and accounting needs, which has been the most helpful. I can't express enough how it has eased the burden of monthly billing. One area of e-automate we do not use is the sales platform, so I can not speak to its ability.

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

• Dispatch is easy
• Account set up is easy

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.

• Customizations are costly.
• Support can be difficult.
• New users need a lot of hand-holding to learn it.

Incentivized

• 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

We are completly happy with e-automate and the support

Incentivized

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.

THey have always been able to solve whatever glitch or error we had.

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.

The price of Sales Force is a lot. It does have a lot of integration, but you have to pay for all of that, and at the end of the day, it was going to be too expensive and not as streamlined specifically to our industry as e-automate.

Incentivized

We evaluated some other field service software options but have not directly used any competitors. We selected Field Service because it integrates seamlessly with our existing Salesforce org, and has a more robust feature set than the competition. No regrets with selecting this tool for our specific use cases. Its flexibility and scalability were keys for our decision making process.

Incentivized

• Reporting and account reviews are outstanding.
• ROI for account profitability is outstanding.

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