Introduction
Field service is complex. From scheduling technicians and managing travel routes to ensuring first-time fix rates, workforce management can make or break customer experience.
Salesforce Field Service Lightning (FSL) equips companies with tools to manage field operations seamlessly. At Perigeon, we’ve implemented FSL for clients across utilities, telecom, manufacturing, and facilities management, helping them optimize costs and improve SLA compliance.
Key Features
1. Dispatcher Console
- Real-time view of technicians, schedules, and locations.
- Drag-and-drop work order assignment.
- Map-based tracking for visibility.
Example: A telecom dispatcher can see 50 technicians on a live map and assign jobs instantly based on proximity.
2. Resource Optimization
- AI-driven scheduling engine matches jobs with skills, availability, and location.
- Reduces travel costs and idle time.
Example: A utilities provider reduced scheduling costs by 20% after implementing optimization.
3. Field Service Mobile App
- Offline access to work orders.
- Barcode scanning, signatures, and photo uploads.
- Real-time updates to dispatchers.
4. Asset Management
- Track installed products and service history.
- Link assets to cases and work orders.
Example: Manufacturers track machine service history for predictive maintenance.
Benefits of FSL
- Higher First-Time Fix Rates.
- Reduced Operational Costs.
- Better Customer Experience with real-time updates.
Challenges
- Customization needed for industry-specific workflows.
- Change management for field technicians.
- Data integration with ERP/IoT systems.
Why Perigeon?
- Salesforce Partner with hands-on FSL deployments.
- Expertise in dispatcher console customization & optimization rules.
- Integration specialists for ERP, IoT, and mobile workflows.
📩 Contact Perigeon to implement Salesforce FSL and transform your workforce management.
