Item: Salesforce Field Service
Rating: 10
Author: Verified User

Overall Satisfaction with Salesforce Field Service

Use Cases and Deployment Scope

We use Salesforce Field Service entirely for our salesteam for quoting, prospecting, tracking, reports, service inventory and connection to our ERP.

Primarily, our salesteam uses this for tracking all of the details during prospecting, such as adding notes to each record for follow up calls, tracking of upcoming events, meetings, quotes and deal size. We have also recently connected a quoting module that allows them to do everything from within Salesforce Field Service, which most importantly the quotes then stay within Salesforce Field Service so management and admin can go directly to them anytime they need to.

Pros and Cons

Pros

Tracking of all service calls
Tracking of all equipment related to service calls
Tracking of any lease renewals on equpiment that is being tracked
easy access to service calls and details from anywhere
device agnostic

Cons

easier integration with back end tools
easier ways to get information out
not having to use exporter tool

Most Important Features

tracking
reporting
API integrations

Return on Investment

higher productivity
much more detail in events
more participation from staff as its easier to use
easier to access

Support Rating

ideally quicker repsonse times but not too bad

Alternatives Considered

Oracle API Platform Cloud and Atlassian Compass

it is more popular

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?

Yes

Would you buy Salesforce Field Service again?

Yes

Likelihood to Recommend

This is the most popular tool that has stood the test of time and has the most flexibility with other products and APIs. Other products we used in the past were not as up to date and not as reliable. Also, the API connections are almost endless. The 800lb gorilla does have these advantages.

Comments

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Worth the overall investment

Software Version