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Empowering field agents with Salesforce Field Service Lightning

Quick support and transparency into work case information are crucial for field agents in high-tech. That’s what Advantor, a global security technology integrator, was looking for with an implementation of Service Cloud and Field Service Lightning through Simplus: Better visibility into cases, easy-to-find work order information, and a way to dispatch work seamlessly. Simplus delivered.

Simplus delivered a solution with customized objects for work orders, service appointments, and cases to meet Advantor’s needs. Additionally, we built out automated processes with these objects to make mobile functionality even easier for field agents. Finally, we also trained the Advantor team on the Field Service Lightning app to ensure installation and usage of it was seamless for the company as a whole. This led to increased visibility into work orders and better customer service at Advantor.

 

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Check back every week for the next Salesforce | Simplus customer success story! We’ll be posting a new one every week as part of our “Simplify your quote-to-cash journey” initiative.

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