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Salesforce Field Service Consulting

Get a comprehensive view of workforce management and deliver superior service everywhere, from the field to the contact center

Hire Folio3 certified Salesforce field service consultants to Increase productivity, deliver a better experience and minimize your cost to service

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We Are The Top Rated Salesforce Field Service Consultants

As Salesforce Field Service Consultants, we enable businesses to unite customers, connected devices, agents, dispatchers, and employees in the field with the powerful salesforce service cloud platform that allows you to monitor, track, and report on all areas of distribution and deliver a seamless customer experience from everywhere, even on the go with the Field Service Lightning mobile app.
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Consultants

Why Use Salesforce Field Service Lightning

top ‘Service 50’ take a mobile first approach to Field Service
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average reduction in response time


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reduction in travel time compared to on-premise solutions
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reduction In field service costs


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increase in Service Revenue
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increase in mobile productivity
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increase in contract renewals
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reduction In average repair time
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Our Salesforce Field Service Offerings

Folio3 offers best-in-class, customized Salesforce field service assistance to help organizations formulate, implement, and transform the fieldworker experience, resulting in higher customer satisfaction, more effective in-person services, and rich integrations with Salesforce Sales Cloud and Service Cloud data. Our experts can assist your teams in providing customer joy in the field if you have a mobile workforce.

Salesforce Field Service Consultation

The Salesforce Certified Field Service Consultant program is designed to evaluate and certify qualified implementation consultants for Salesforce Partners...

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Salesforce Field Service Consultation

The Salesforce Certified Salesforce Field Service Consultant program is designed to evaluate and certify qualified implementation consultants for Salesforce Partners and teams (such as Services, CFL, and Support). It also applies to Senior Salesforce Administrators for Salesforce Field Service deployments.

Salesforce Field Service Implementation

Our Salesforce FSL professionals will provide you with the most comprehensive Salesforce implementation services available. We provide you with a thorough...

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Salesforce Field Service Implementation

Our Salesforce FSL professionals will provide you with the most comprehensive Salesforce implementation services available. We provide you with a thorough understanding of how to get the most out of Salesforce Field Service, as well as advice and aid in developing appropriate and insightful business procedures to keep everything under control and in order.

Salesforce Field Service Customization

Create distinct contractor branding experiences. With Cloud Analogy's Salesforce Customization services, you may leverage and assign geolocation settings or app extensions for technicians and supervisors...

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Salesforce Field Service Customization

Create distinct contractor branding experiences. With Cloud Analogy's Salesforce Customization services, you may leverage and assign geolocation settings or app extensions for technicians and supervisors alike. With our Salesforce experts, use the same set of settings configurations for all users. We customize Salesforce Field Service mobile apps to create customized mobile experiences for diverse user profiles. The colors used in the user interface are customized to reflect the appearance and feel of your company.

Salesforce Field Service Maintenance and Support

We offer real-time non-technical salesforce field services, such as maintenance and consulting, in addition to developing your Salesforce Field Service...

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Salesforce Field Service Maintenance and Support

We offer real-time non-technical salesforce field services, such as maintenance and consulting, in addition to developing your Salesforce Field Service solution. So, whether you're stuck with the current Salesforce FSL solution or want to improve it, GetOnCRM Solutions will keep things running smoothly for you!

3rd Party Integration Service

For many years, Folio3 consultants have worked with the FORCE.com portfolio, honing their knowledge of the Salesforce platform and how to best combine Salesforce Field Service with other 3rd party....

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3rd Party Integration Service

For many years, Folio3 consultants have worked with the FORCE.com portfolio, honing their knowledge of the Salesforce platform and how to best combine Salesforce Field Service with other 3rd party platforms, as well as AppExchange® apps and solutions, to help your organization improve and flourish.

Heroku Integration With FSL

Want Heroku's enhanced benefits for your salesforce field service app? Come to us, we're also professionals in this field! This is an excellent match for your Salesforce FSL application...

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Heroku Integration With FSL

Want Heroku's enhanced benefits for your salesforce field service app? Come to us, we're also professionals in this field! This is an excellent match for your Salesforce FSL application; it will not only improve scalability but also security, allowing developers to focus on what they do best. Not only that, but Heroku has a library of over 175 extensions to expand its capabilities.

Salesforce Field Service Migration

We offer real-time non-technical salesforce field service, such as maintenance and consulting, in addition to developing your Salesforce Field Service...

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Salesforce Field Service Migration

We offer real-time non-technical salesforce field service, such as maintenance and consulting, in addition to developing your Salesforce Field Service solution. So, whether you're stuck with the current Salesforce FSL solution or want to improve it, GetOnCRM Solutions will keep things running smoothly for you!

Field Service Mobile App

For many years, Folio3 consultants have worked with the FORCE.com portfolio, honing their knowledge of the Salesforce platform and how to best combine salesforce field service with other 3rd party....

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Salesforce Field Service Mobile App

Salesforce field service using Dynamics 365 Salesforce Field Service Mobile is a cross-platform, multi-device application that is tailored to the demands of field service workers. When field service personnel visit remote locations without internet access, robust offline features allow them to continue accessing and interacting with the data they need. Field service employees can keep the back office up to date on work in the field by periodically synchronizing data with the server, allowing the relevant steps to be done or kicked off as needed. The mobile app is completely customizable and expandable, allowing any company to brand it as their own, decide what types of data field service employees have access to, and much more.
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Get more information on how Folio3 can help amplify your Salesforce performance.
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Salesforce Field Service Features

Salesforce Field Service allows you to leverage the powerful mashup of geocoding, messaging, snap-ins, workflows, and more, to deliver exceptional customer service everywhere - from the field to the contact center. It provides a myriad of features to digitally transform key value drivers with proven workflow and customer work order integration documents, even when offline. Some of the top features of FSL are:

Remote assistance

Provide virtual assistance that allows customers to book phone and video sessions through a customer portal to scale your field service and decrease in-person visits.
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Data-driven decisions

FSL (Field Service Analytics) allows your managers and dispatchers to see operational performance and KPIs in real time from any location, all in one app.
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Automate to prioritize

Prioritize key projects and delegate tasks to the relevant people based on their talents, geography, and business processes.
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Einstein Analytics

On-the-go staff can utilize Einstein AI to quickly identify assets and important specs, ⁣ ensuring that the correct product part is repaired or replaced, avoiding confusion and unnecessary visits back to the office.
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Increase efficiency

On a single screen, give your dispatchers complete visibility into your mobile workforce and every job.
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Swift Job Management

Salesforce FSL accomplishes this with fully developed iOS and Android mobile applications that are seamlessly linked with Salesforce CRM. Not only that, but FSL also delivers relevant and insightful articles and resources to the sales staff, ensuring SLA compliance and productive work at every stage of the business.
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Field Service Analytics

You can keep track of your inventory and keep your entire team informed about what's available using FSL. Even the equipment in individual work trucks are included. Within the Salesforce system, product management lets you and your team to keep track of what tools, equipment, and products are available for each project or field service call. Inventory control is a useful function for analyzing profit and costs, as well as assisting in sales.
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Salesforce Field Service Benefits

Any firm that values field team productivity needs a CRM to track its success at all times. Salesforce Field Service can completely transform your service operations. The following are some of Salesforce's top field service benefits:

Productivity increase

By tracking the progress of the activity at hand, Field Service CRM improves the efficiency of field operations. Field technicians and mobile support agents provide regular updates...

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Productivity increase

By tracking the progress of the activity at hand, Field Service CRM improves the efficiency of field operations. Field technicians and mobile support agents provide regular updates to the platform. As a result, this constant monitoring aids in the early detection of problems and risk factors before they have an impact on the overall process.

AI-Powered Scheduling of Work Orders

AI-powered scheduling is likely the most beneficial of Salesforce Field Service's key perks. The intelligent scheduling feature helps dispatchers by automatically...

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AI-Powered Scheduling of Work Orders

AI-powered scheduling is likely the most beneficial of Salesforce Field Service's key perks. The intelligent scheduling feature helps dispatchers by automatically assigning work to the appropriate mobile staff and technicians. The scheduling tool takes into account a variety of parameters, including service tech skills, location, and travel time to the customer's location.

Improved field force management

Field Service should be implemented as part of any firm, business, or startup that values its field employees. The tool aids in the monitoring of staff productivity...

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Improved field force management

Field Service should be implemented as part of any firm, business, or startup that values its field employees. The tool aids in the monitoring of staff productivity while they are on the job. You can quickly recognise when a service representative requires assistance and reach out to them to provide support.

Monitor the workload

Workload management is also important in service teams and project management. You will struggle to maintain track of the people and assets engaged in a task without a...

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Monitor the workload

Workload management is also important in service teams and project management. You will struggle to maintain track of the people and assets engaged in a task without a centralised monitoring system. However, using Field Service management software, you may quickly identify field agents who are experiencing 'overload' and design ways to ease their stress.

Improved Customer Loyalty

Field Service capabilities increase customer loyalty by motivating firms to provide faster service and reduce downtime...

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Improved Customer Loyalty

Field Service capabilities increase customer loyalty by motivating firms to provide faster service and reduce downtime. Furthermore, cellphones may be easily integrated with this software, making information transmission between central offices and local staff much easier.

By offering virtual support, even in-person visits can be reduced. A client portal allows customers to book conversations and videos automatically.

Clear KPIs of the field force

Key performance indicators (KPIs) are critical in every aspect of the business, particularly in the field. You may make vital...

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Clear KPIs of the field force

Key performance indicators (KPIs) are critical in every aspect of the business, particularly in the field. You may make vital judgments regarding the most valuable assets in the field using a centralized platform that monitors these key performance metrics.

Compatible mobile app

Mobile employees and contractors can use the Salesforce Field Service mobile app to access knowledge articles, see and change van stock...

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Compatible mobile app

Mobile employees and contractors can use the Salesforce Field Service mobile app to access knowledge articles, see and change van stock or inventory, and generate service reports from any mobile device, online or offline. Furthermore, the application is compatible with all Android and iOS smartphones.
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Need to bring maximum value for your sales, customer service, and marketing? Our team can advise on how to do it.
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Hire Expert Folio3 Salesforce Field Service Consultants

To keep the hiring process seamless, we follow a simple hiring and engagement model. Our hiring model are designed to focused what's best suited to your projects, with rapid delivery and 100% project satisfaction.

Fixed Cost

The fixed cost project model is appropriate for businesses with set objectives, as then they focus on what needs to be done rather than spending miscellaneous...

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Fixed Cost

The fixed cost project model is appropriate for businesses with set objectives, as then they focus on what needs to be done rather than spending miscellaneous amounts on unnecessary elements. This model enables you to hire our developer based on the time consumption of a particular task. It also enables you to do your job efficiently with minimal time and money wastage.

Dedicated Hiring

Our dedicated experts can be hired according to your preferences on either an hourly basis or a monthly basis. This is best suited for long-term projects, as you will...

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Dedicated Hiring

Our dedicated experts can be hired according to your preferences on either an hourly basis or a monthly basis. This is best suited for long-term projects, as you will need developers who have sound knowledge of your business operations and are well aware of the business practices to start work immediately. The average hiring time is up to two weeks.

Build Your Team

We let you build your own team of the best developers for your business. Choose the perfect fit for your business after considering the budget and scale up options...

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Build Your Team

We let you build your own team of the best developers for your business. Choose the perfect fit for your business after considering the budget and scale up options available to you. This enables saving on additional hiring costs and having a skilled team that you are satisfied with and that you trust.
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More Salesforce Success Stories

Major Key

Folio3 helped MajorKey in merging two separate SalesForce Companies into one. Through the merger, we achieved the following objectives for MajorKey

  • Single source of Sales Data
  • Improved Analytics & Reporting
  • Streamlined Financial Visibility
  • Enabled Sales Cross/Upselling
  • Reduced Administrative overheads
  • Improved Sales Visibility
  • Reduced Licensing Costs

Our experience with Folio3 has been beyond expectations. Folio3 has completed multiple Salesforce development projects as well as provided suggestions for enhancements for our CRM. The workshops were planned with my team and discussed in detail. Folio3 brings the expertise needed for our organization.

Client name
Gabrielle Sampson
Industry
Business Consultant
No.of Employees
200+
Company
MajorKeys
Est. Revenue
$100+Million
EVO

Evo Systems is a U.S.-based company that manufactures windows, doors, glass and related specialty parts to the construction industry.

Folio3 helped Evo Systems build Multiple Salesforce connectors to help enrich their CRM experience.

The connector achieved the following benefits for Evo Systems.

  • Seamless communication between Salesforce and other systems.
  • Opportunity Management in Salesforce
  • Deal Management in Salesforce
  • Proposal Management in Salesforce
Client name
Evo
Industry
Distribution
No.of Employees
50 - 100+
Company
Evo Systems
Est. Revenue
$100+Million
Wealth Management Firm

Salesforce Financial Services Cloud Implementation Support for an independent Wealth Management firm

Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.

Folio3 helped this client with supporting their Salesforce Financial Services Cloud Implementation through the below activities:

  • Address Management
  • Data Migration
  • Workflows and Templates
  • End user training
  • Dashboards and Reporting
  • Box, Google Ads, MailChimp Integration
Client
Wealth Management Firm
Industry
Financial
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Mountain View, CA USA
Global Health

The customer is a Global Medical Device Manufacturing company specializing in Neuromodulation, Vagal Nerve Stimulation (VNS), Neuroscience, and Bioelectronic Medicine.

Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.

With a mission to help patients across the globe who suffer from pain and chronic conditions, they fulfill this goal by harnessing the power of nVNS, innovation, and technology to develop safe and clinically backed treatments.

  • Streamlining workflows
  • Data Migration
  • Improvement in managing clients’ records
  • A self-service portal
  • Einstein Opportunity Insights
  • Dashboards and Reporting
  • Deliver personalized advice across channels
Healthcare
Device Manufacturing Company
Industry
Healthcare
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Basking Ridge, NJ USA

Why choose folio3 Saleforce

We are alums of Intel, Silicon Graphics, and Qualcomm; techies from MIT and Caltech entrepreneurs and inventors from Silicon Valley; enthusiasts for all things digital; big believers in technology’s potential; bigger believers in human potential.
Years of Experience
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Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.

Clients
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Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.

Employees
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Employees who understand the dual commitment at Folio3, Customers first, Employees forever.

Solutions
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Web and Mobiles solutions are made with love, integrity, and lots of caffeine.

FAQ

Users can record, track, and report on inventory, workers, and other important workings from anywhere using Salesforce Field Service primary features. Workers in the field get the same clarity and updates as those in the office thanks to the mobile app.

From determining skillsets and working hours for workers to recording completed jobs and inventory, the core system can help you manage and organize your business. Create extensive reports using the information you’ve gathered, and look for areas where you can improve and plan for the future.
Salesforce Field Service is a mobile app that works on both iOS and Android and can be used both online and offline to assist field service professionals. Users can verify and create updates from any location, gather customer signatures, and keep track of stock levels and impending jobs.
Salesforce Field Service has many routing functions, the default being ‘aerial routing,’ which is used to estimate journey times. The aerial routine calculates the distance between two points in a straight line, with the accuracy of street-level routing,’ which provides an estimated trip time based on road lengths and allowable speeds. The ‘predictive travel’ tool improves routing accuracy even more by taking into consideration the time of day and other complicating factors. These features save travel times and difficulties between appointments, keeping employees informed and satisfied.
The option to take Salesforce Field Service with you gives you the freedom to stay on top of everything going on in your company. Users can use the app offline to make changes and updates that will be accessible to everyone once it is brought back online. By capturing actions as they occur rather than after they have occurred, you save time and reduce mistakes. Freely roam the facility, checking off chores as you go, and keeping an eye on staff members’ progress. Track employees and clients on the go with real-time updates and alerts to stay organized and precise when running a business.