FIELDBOSS vs. Salesforce Agentforce Field Service

Being
able to react to customers’ needs through real-time contact with our technicians
has improved our customer experience and increased operational efficiencies. Having
information at our fingertips, by using reporting and tracking allows us the visibility
we need to identify potential problems and find quick solutions, thereby preventing
or decreasing repeat visits and elevator downtime. We’ve increased workforce
productivity with technician mobile access, using automated flows in processing
multi-level tasks throughout the system, and our users having the ability to easily
create custom views and reports to fit their needs.

We've demoed quite a few models, different companies. I know Salesforce has huge backing, but even so they're open to customization and solutions. Some of the competition, keep in mind for my industry, there's not a lot of options out there. We're not your typical Salesforce target market. I mean we're not really selling a lot. I mean, quite honestly, I don't even have a sales department because can't do all of the work that my current customers need me to do. So I don't need to go drum up new business. I just needed it for more of tracking and a work management solution. And in the construction, specifically utility construction, industry, there's not a lot of options, but it definitely was the best option for us.

Incentivized

• Automation of processing multi-level tasks
• Real-time data and communication
• Users being able to create customized views and reports
• Evolving and updating their solution
• Top-notch support service, even in a pinch

• 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

Incentivized

• Payroll processing
• User set-up and maintenance

• Our biggest complaint is the optimizer removes jobs from the schedule at times and they are hard to track down and if missed we may not have a tech show up at all for the customer.
• Reporting off of Service Appointment history is challenging
• Without having a developer adjust your views the amount of available fields can be overwhelming.

Incentivized

As of right now there is not a alternative that seems to offer all of the functionality with a vision of what is needed in the future. It is my belief that ClickSoftware will remain a leader in Mobile Workforce Management for a long time.

The
integration with Microsoft Dynamics 365 is optimal for any company, as any user
that has used a Microsoft product finds the interface intuitive and allows them
to navigate the system with ease. Users are able customize views and reports that are easily share with colleagues throughout your organization

Within a week a scheduler can confidently navigate the program and from there they learn more niche tools but from the beginning they can hit the ground running. With different user views available the developers can narrow down what is needed based on your job role which has been invaluable.

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 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.

Incentivized

• Increased productivity
• Identifying potential risks
• Monitoring business trends and adapting to a changing environment

• ClickSoftware (ClickSchedule) has allowed for a technician work schedule to be fuller
• ClickSoftware (ClickSchedule) has improved efficiency of the mobile work force when it is adhere to, and excessive rule violations are avoided.
• ClickSoftware (ClickSchedule) has increased accountability of the mobile work force throughout the day.