Salesforce Field Service vs. Travelize

ClickMobile can be implemented in virtually any organization that has a need for a Mobile Workforce Management system. The only real limitations or concerns will be with the backend hardware architecture. Sectors that have really seen the best utilization of the software are ones that have a dynamic service schedule and need to be extremely flexible with their customers service needs. In a day where customer service is so important to an organizations ability to remain the market leader it is extremely important for an organization to consider implementing a mobile solution. For organizations that already have a mobile management solution in place it is critical that they continuously reevaluate the system in order to remain competitive in their market and drive down operational costs. Change can be difficult for many organizations and the buy-in from the Field resources, who will ultimately be utilizing the mobile solution on a daily basis, will be critical when implementing something like ClickMobile. If the field resources are not able to accept a change to process then Change Management needs to take place during the implementation. It is generally a good rule to begin Change Management at the beginning of any large project, such as one where a mobile solution is being introduced.

Travelize allows users to
save time for travel claims, leads management, manpower management, and leaves processing. Geobased employee tracking is an awesome feature for the sales team along with sales data analysis. Its automated distance calculation feature works well although it needs bit of accuracy. Overall this software actually saves time and user efforts, resulting in more productivity.

Incentivized

• Great dispatcher service which helps the Field Service managers
• Great view of the availability of the technicians
• Ability to track real time any updates about the service appointment

• Online approvals
• Travel data history
• Provision for additional analytics
• Automated reports
• Tracking location of the user

Incentivized

• Click has a long way to go to improve functionality of its current features. It is buggy and slow, and does not sync correctly with scheduling.
• Mobile users can only see one day at a time, making point-of-care scheduling cumbersome.
• Tech support is only provided to end users by email.

• Employee GPS tracking should be improved, as sometimes location information differs from actual locations in rural areas
• Lead management needs more customization with respect to the different product ranges and customer segments
• Support option and features could be bit easier to use in mobile app user interface

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.

We had to contact support a number of times related to bugs that our admin/dev teams were not able to troubleshoot. Unfortunately the Salesforce support was not super helpful, asking us to perform steps that we already completed and included in the original support ticket. Then the problems couldn't be reproduced so ultimately the tickets got closed without resolution. LWC support in the mobile app is severely lacking.

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 know of IFS but I do not think it is a worthy or close competitor to Salesforce Field Service lightning as its not that user friendly yet with a complicated interface. Also it does not have the name and respect and brand value that Salesforce commands in the market thereby making it easier for Business to approve.

Webexpenses is bit of affordable software compared to Travelize's pricing. Travelize has more features, such as leads management, leave management, etc. whereas Webexpenses is for travel expenses and online booking only. Geotracking of employees is available with Travelize only, not with Webexpenses.

Incentivized

• Field nurses are spending 4-5 (paid) hours a week trying to troubleshoot this software.

• Its saves time and effort, resulting in employee productivity
• Pricing is bit on the higher side per user for the premium version
• Mobile app provides almost all the web features, which is travel friendly and saves time

Incentivized