TALK TO US
CUSTOMER SUCCESS STORY

Boosting Field Service Performance with Customized Salesforce Solutions

Download PDF
Automation Process Improves Field Efficiency by 14% with Smart Rostering Integration
Country

Australia

Industry

Not-for-Profit Organization

Service offering

Implementation & Enhancement

Technology

Field Service, Integration

Business Challenges

  • Challenges in effectively monitoring and managing the performance of its field service resources.
  • Managers needed a specialized dashboard to understand how their reporting resources were performing with regions, appointment volume level information.
  • Reward System within Salesforce to display accomplishments such as Self Assesment(SA) completion and quarterly targets.
  • Support for advanced rostering system for capturing all field service technician data within salesforce.

Solution Details

  • Implemented a custom dashboard that sets, tracks, and analyzes performance targets for service appointments, enhancing clarity and focus on key metrics.
  • Developed managerial dashboards for regional data filtering, appointment volume assessment, and resource monitoring.
  • Introduced a dynamic Salesforce component for tracking quarterly SA completion and displaying personalized rewards.
  • Automated leave calculations and linked them to performance dashboards, with streamlined approval workflows.
  • Revamped business processes for a specific business unit and integrated PDF Butler for efficient billing processes, enhancing workflow and reducing errors.
  • Established real-time updates in Salesforce through a two-way integration with Tanda, improving roster management.
  • Migrated existing processes from process builders and workflows to support process automation within Salesforce.

"CRMIT Solutions has proven to be a true partner in every sense, consistently demonstrating flexibility and responsiveness to our evolving needs. Their tailored solutions have made a significant impact to our operational efficiency."

Robyn Silber
Business Solutions Manager, Autism Spectrum

Value Delivered

  • Improved reporting capabilities, enabling better decision-making with advanced data insights and management tools.
  • Reduced approval time for leaves, ensuring more efficient workforce management and smoother operational flow.
increase in self assessment completion rates
0 %
improving field service efficiency
0 %

Discover Success with our new plans

ASVP Improve
Know More
ASVP Innovate
Know More
ASVP Secure
Know More

Customer Success Stories

From an idea to an unforgettable and measurable customer experience

View All
salesforce-managed-services-healthcare-insurance

Salesforce Managed Services reduced operating costs by 22% for leading healthcare insurance provider

flooring-manufacturer-salesforce-managed-services

Simplify B2B customer experience with Salesforce Managed Services (Global manufacturer of commercial flooring)

Drives productivity workflow integrated suite salesforce instance

Built a resilient Salesforce instance
that drives productivity and a seamless
workflow

Expertise
matched with
customer success

1500+

Successful Customers

Engagements

4.9/5

App Exchange

CSAT

600+

Salesforce

Certifications

20+

Years Of Managed

Service Experience

Managed Services Consulting Partner

Customer Satisfaction

Customer Satisfaction

Expertise

Expertise

Customer Satisfaction

Number of Projects

Expertise

Credentialed People

* Partners with Salesforce Practice Size 200 and above. Ranking are as of June 2024. Please refer to find partners.salesforce.com for current rankings