Item: Salesforce Field Service
Rating: 10
Author: John Chavez

Overall Satisfaction with Salesforce Field Service

Use Cases and Deployment Scope

It is integrated with our sct app which is used for timeshare presentations. Salesforce Field Service allows managers to see what processes the sales executive are currently working on with the guests. This allows the manager during the hand-off to have a "warm" introduction with the guests and seemingly start to hand off the client to close the sale. This also allows them to do everything within one app.

Pros and Cons

Pros

Track customers
Track sales
Create sales projections

Cons

Hard to integrate
It's not easy to learn

Most Important Features

Real time sales information
Sales projection

Return on Investment

Has increased our closing rates
Has made information gathering easier

Support Rating

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.

Key Insights

Do you think Salesforce Field Service delivers good value for the price?

Yes

Are you happy with Salesforce Field Service's feature set?

Yes

Did Salesforce Field Service live up to sales and marketing promises?

Yes

Did implementation of Salesforce Field Service go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Field Service again?

Yes

Likelihood to Recommend

The best case usage is for tracking your clients and sales. The niche advantage at [...] is that it gives the sales leader real time feedback to help them try to close the sale because they know exactly what the sales executive was offering without needing to talk to them. This used to be a big problem for us.

Comments

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Best piece of sales software bar none

Software Version