Salesforce Field Service vs. Skedulo

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.

Incentivized

Skedulo fits our needs for scheduling and uploading documentation for our medical research studies. Our phlebotomists are able to accept and decline jobs based on their availability and are able to give a decline reason. This is invaluable to us as time is important, and getting these appointments scheduled is imperative.

Incentivized

• 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

• Friendly UI
• Continuous Product Development
• Open Source APIs

Incentivized

• 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.

• Occasionally it will not locate an available consultant because they put their block in on top of a previous appointment -- overlapping causes issues
• Fix it so the human errors of us inputting blocks is not so "perfect"

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.

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

We actually use Skedulo as our only dispatching appointment program. Salesforce is not like Skedulo, but we use them together daily to ensure on-time specimen draws, delivery, and payout for all visits completed. Skedulo is very easy to interface with other programs.

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

• Lengthy implementation window due to high degree of change management
• FTE efficiencies not yet fully realized; assumed higher levels of automation
• Enable customer innovation and new Self Serve booking capability

Incentivized