Salesforce Field Service

Increase productivity, on and offline, using a flexible Salesforce field service solution.

Equip your team with AI-powered scheduling, resource optimisation, guided safety protocols, van inventory, knowledge articles, and more – all on the Salesforce Platform. Gauri offers a range of services on this platform including Salesforce implementation services, product engineering, and Salesforce Managed services. Our certified Salesforce Field Service consultants can help you get the best value from your Salesforce solution.

Salesforce Field Service Management

In the era of the connected customer, delivering a superior, end-to-end customer experience has never been more important. In fact, according to the Customers 2020 report, customer experience has overtaken price and product as the key brand differentiator.

Why Salesforce Field Service

To put it simply — the future of business success relies on providing superior customer service. According to Gartners’ Magic Quadrant for Field Service Management, assumptions are, that by 2020;

  • 70% of organisations will cite customer satisfaction as a primary benefit derived from implementing field service management, up from approximately 50% today.
  • 10% of emergency field service work will be both triaged and scheduled by artificial intelligence.
  • Over 40% of field service work will be performed by technicians who are not employees of the organisation that has direct contact with the customer.
  • More than 75% of field service organisations with over 50 users will deploy mobile apps that go beyond simplified data collection and add capabilities that help technicians succeed.


Applications of Salesforce Field Service Management

Salesforce Field Service Management Solution helps the organisation to streamline operations across the entire service chain, such as:

  • Customer: Can book a service appointment anywhere, anytime
  • Service Agent: Get a complete view of the customer, schedule the service work order from any case
  • Dispatcher: Optimise job scheduling based on business rules thereby improving utilisation and overall response time
  • Field Technician: Service and report on service tasks on-site from any device.

How to implement field Service management

Salesforce Field Service management solution empowers your field service engineers/personnel to effectively and efficiently resolve customer issues or queries, at their very first attempt. Integration with the back ERP solution is one of the most important driving factors for achieving and managing van stock inventory, booking time, and expenses. This also enables field service engineers/personnel to cross-sell and achieve true Service led Sales.

Our Salesforce field Service consultants have end-to-end solution expertise, including SAP integration, which is the key requirement for the success of Salesforce field Service implementation.

We have implemented one of the UK’s first Salesforce Field Service Management solutions using Salesforce Briefcase functionality which enables true offline mobile field service management solution.

To know more about our Salesforce Sales cloud offerings, please visit Salesforce Sales Cloud offering. You can also refer to Salesforce Service Reporting Suite and Salesforce Service Cloud here.

Please watch the video below:

Have a look at how a day in the life of a service team is transformed through an easy to use cloud deployment – with an average ROI 10 within months.

FSL Overview

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In the era of the connected customer, delivering a superior, end- to-end customer experience has never been more important. In fact, according to the Customers 2020 report, customer experience has overtaken price and product as the key brand differentiator.
  • Customers with confirmed ROI 64% 64%
  • Improved Technician Utilisation 63% 63%
  • Improved Customer Satisfaction 53% 53%
  • Improved SLA Achievement 48% 48%
  • Improved Cost Tracking 48% 48%
Shankar Hariharan

Shankar Hariharan

Director, Strategy and Sales

Arun Kumar

Arun Kumar

Practice Head - CRM

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CRM Case Studies

Groupe Atlantic

Read how Gauri implemented one of the largest Salesforce Field Service programme for a leading HVAC manufacturer in the UK.


Read how Gauri helped a leading retail merchant service provider to improve Salesforce adoption within the company and also save significant licensing costs.

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Discover how a US based company providing a suite of financial services tools to casinos enabling secure transactions, streamlined card processing and legal compliance.

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An international organisation with a mission to mobilise a global community of emerging leaders to build the movement for health equity and health equality for all.

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Marketing cloud implementation for a building material retail organisation in the New Zealand to improve the sales, customer responses and satisfaction.

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UAE's leading real estate group, delivering luxury residential, commercial and leisure properties needed a state of the art service request management system.


Gauri is a solid partner as they have been through this journey, standing solidly with us through all the ups and downs that a project lifecycle typically goes through. Their deep end-to-end solution knowledge and technical know-how (Salesforce + SAP + Talend) coupled with niche Field Service experience was invaluable. Their ethos and ability to adapt to changing project needs helped us to achieve this milestone jointly in a true partnership.

John Glanville

Chief Information Officer, Groupe Atlantic UK Division

Gauri proved to be a great choice as they had the expert knowledge and supported us at every step on the way. Gauri delivered an initial live system in only 9 weeks.

Michael Johnson

Business Analyst, Stelrad UK

Gauri pulled it together really well. Projects delivered on time and to budget.

Paul Roughley

Director, CMS Distribution UK

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