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Salesforce Field Service

Start Package

Essential

from

by request

Streamline Field Service Excellence

Integrate Field Service capabilities to optimize service operations;
Define territories, operating hours, and shifts for efficient scheduling and dispatching;
Manage service appointments from creation to completion, ensuring customer satisfaction;
Categorize and prioritize tasks with configurable work order management;
Effectively assign tasks to field service personnel based on skills and availability;
Tailor the Field Service Mobile App for on-field personnel to access critical information and update records efficiently;
Migrate clients and existing service work data into Salesforce;
Post go-live support.

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Growth Start

from

by request

Enhancing Field Service Precision

All features from Essential;
Establish scheduling objectives and rules to optimize shift management and service assignments;
Define specialized rules for maintenance work, ensuring accurate scheduling and resource allocation for ongoing service tasks;
Manage service crews efficiently by setting up crew-specific details and assignments;
Get customized reporting and analytics to gain insights into field service performance and make data-driven decisions;
Onboard and manage external contractors within the Field Service environment.

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Ultimate Start

from

by request

Advanced Field Service Mastery

All features from Growth Start
Get a knowledge base for work orders, ensuring technicians have access to necessary information for efficient problem-solving.
Organize inventory locations and product items within the Field Service system for efficient tracking and management.
Implement appointment bundling strategies to optimize scheduling and improve service delivery efficiency.
Integrate the Appointment Assistant to get live tracking of filed workers with customer notifications.

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Simple and Sustainable

Pricing

Features

Essential

4-6 weeks

Growth Start

4-6 weeks

Ultimate Start

4-6 weeks

Discovery and Design

Discovery Interviews
Design Documentation

Discovery Interviews
Design Documentation

Discovery Interviews
Design Documentation

Development and Configuration

Enable Field Service
Install the Field Service Managed Package
Manage Field Service Permissions
Assign Field Service Page Layouts
Set Up Service Territories, Operating Hours, and Shifts
Configure Service Appointment Lifecycle
Set Up Work Order Management (Work Types)
Set Up Your Field Service Workforce (Service Resources)
Configure Field Service Mobile App

Enable Field Service
Install the Field Service Managed Package
Manage Field Service Permissions
Custom Permissions for Field Service
Assign Field Service Page Layouts
Set Up Service Territories, Operating Hours, and Shifts
Configure Service Appointment Lifecycle
Set Up a Scheduling Objective/Rule for Shifts
Set Up Work Order Management (Work Types, Skills Management)
Setup for Maintenance Work Rules
Set Up Your Field Service Workforce (Service Resources, Service Crews)
Set Up Crew Management
Configure Field Service Mobile App
Configure Reporting and Analytics
Set Up Field Service Contractors

Enable Field Service
Install the Field Service Managed Package
Manage Field Service Permissions
Custom Permissions for Field Service
Assign Field Service Page Layouts
Set Up Service Territories, Operating Hours, and Shifts
Configure Service Appointment Lifecycle
Set Up a Scheduling Objective/Rule for Shifts
Set Up Work Order Management (Work Types, Skills Management)
Set Up Knowledge for Work Orders
Setup for Maintenance Work Rules
Set Up Your Field Service Workforce (Service Resources, Service Crews)
Set Up Crew Management
Configure Field Service Mobile App
Configure Reporting and Analytics
Set Up Field Service Contractors
Set Up Knowledge for Work Orders
Set Up Your Field Service Inventory(Inventory Locations, Product Items)
Set Up Scheduling and Optimization
Set Up Field Service Appointment Bunding
Install the Appointment Assistant Managed Package

Adoption

Admin training
User training

Admin training
User training

Admin training
User training

Data migration

Up to 10000 records in total - Accounts, Contacts, Service Territories, Operation Hours, Work Types, Skills

Up to 15000 records in total - Accounts, Contacts, Service Territories, Operation Hours, Work Types, Skills

Up to 15000 records in total - Accounts, Contacts, Service Territories, Operation Hours, Work Types, Skills

Post-Go-Live

Support

Support

Support

* Total effort related to management items boundaries

Lightning Flow automation (up to 2 simple fast field updates - less than 5 elements)
Simple Validation Rules (up to 2)
Page Layout Customizations (up to 5)
Lightning Page Customizations (up to 5)
Custom fields (up to 50)
Define List Views (up to 5)
Additional record types (up to 2)

Lightning Flow automation (up to 5 simple fast field updates - less than 5 elements)
Simple Validation Rules (up to 5)
Page Layout Customizations (up to 10)
Lightning Page Customizations (up to 10)
Custom fields (up to 80)
Define List Views (up to 10)
Additional record types (up to 5)

Lightning Flow automation (up to 10 of various complexity)
Simple Validation Rules (up to 10)
Page Layout Customizations (up to 20)
Lightning Page Customizations (up to 20)
Custom fields (up to 150)
Define List Views (up to 20)
Additional record types (up to 10)

Addons

Salesforce Field Service

Quick Start Benefits

Improved Scheduling and Dispatch: Field Service Quick Start simplifies and automates the scheduling and dispatching of field service technicians. This leads to better utilization of resources, reduced travel time, and improved service delivery.

Work Order Management: Field Service Quick Start helps businesses efficiently manage work orders, including creating, assigning, and tracking work orders throughout their lifecycle.

Mobile Workforce Enablement: Field Service Quick Start provides a mobile application for field technicians, giving them access to all necessary information on the go and seamlessly synchronizing their work progress.

Customer Self-Service: With Quick Start, customers can request and track service appointments through self-service portals, reducing the burden on call centers.

Knowledge Management: The solution enables technicians to troubleshoot and resolve issues more effectively, which reduces callbacks and increases first-time fixes.

Analytics and Reporting: Field Service Quick Start includes reporting and analytics tools that allow businesses to monitor field service performance, track key metrics, and gain insights into their operations.

Inventory Management: The solution helps businesses manage field service inventory, ensuring that technicians have the right parts and equipment and know where to get them when they need.

Compliance and Security: With Quick Start, businesses can ensure that sensitive customer and field service data is protected and meet regulatory requirements.

Scalability: The solution is built on the Salesforce platform, which is highly scalable. Quick Start establishes a foundation that can grow with your business, accommodating increased field service demands and complexity.

Cost Efficiency: Through improved scheduling, resource allocation, and inventory management, Quick Start can help businesses reduce operational costs and improve the efficiency of their field service operations.

Enhanced Customer Satisfaction: By providing efficient and effective field service, Field Service Quick Start can enhance customer satisfaction, leading to increased loyalty and repeat business.

Quick Start Stages

1. The First Call

We get to know all the stakeholders, requirements, and deadlines and schedule meetings to prepare the Statement of Work (SOW) — the duration is approximately 60 minutes.

2. The Discovery Call

We will clarify your goals and show you the list of possible solutions—the duration is approximately two meetings, 120 minutes each.

3. Your Salesforce Platform Development and Configuration Review

Together, we will review the functionality of your brand-new system, guide you through the user interface, and make any necessary adjustments. We will conduct these sessions weekly to ensure a smooth and optimized experience.

4. Preparation for Data Migration and the Migration Itself

We offer ready-to-use templates, guidelines and assist in building data mapping. Your task is to follow the provided directions. The duration may vary depending on the volume of data.

5. The Training

We train all stakeholders to use the system correctly — the duration is approximately 120-180 minutes.

6. User Acceptance Testing

We collaborate closely with your team to double-check and thoroughly test the system, ensuring it aligns with your requirements and operates smoothly. We guarantee that the system runs appropriately and meets your expectations.

7. Post Go-Live Support

We are committed to promptly resolving any issues that arise during the initial weeks after the release. Our dedicated support team is here to assist you, ensuring a smooth transition and helping you gain confidence in the software's reliability.

FAQs

What are the Most Popular Quick Start Packages?

We frequently configure Sales Cloud and Service Cloud within Salesforce Customer 360 Platform setup, as they are vital for various businesses. Salesforce Lightning helps you customize and enhance these components, delivering a flexible and more productive user interface.

Why Should We Choose Redtag for Quick Start Implementation?

Redtag has a lot of experience helping companies start with Salesforce quickly. We leverage pre-built templates to simplify the process and make it affordable and straightforward. You work with the same team members throughout the project and may be confident we assign the right talents to tackle your problems.

What’s In The Package?

The Quick Start service assists you with a smooth Salesforce (varies with your Salesforce Cloud Technology) adoption and implementation, preserving all your existing data migrated over. You can rely on a dedicated consultant and a QA team to ensure your success. We conduct regular meetings to discuss progress, user testing and acceptance, and training to ensure all stakeholders use Salesforce effectively. Let’s go through our Salesforce Quick Start guide to make it clear.

Quick Start Advantages

Salesforce Quick Start service assists you in adopting and implementing Salesforce smoothly (varies based on your Salesforce Cloud Technology). It ensures the preservation of all your existing data during migration. We conduct regular meetings to discuss progress, user testing, acceptance, and training, guaranteeing effective utilization of Salesforce by stakeholders.

What’s Not Included?

The Quick Start implementations are primarily designed to provide a time-limited and service-limited out-of-the-box solution that caters to the specific requirements of each business and serves as a sufficient starting point for Salesforce. However, it's important to note that certain items may be excluded from the defined scope of work.

Custom integrations;
Payment processing;
Marketing automation;
Middleware configuration;
Tailored mobile solutions;
Third-party storage services integration.

Pricing

Your final price varies with the selected Salesforce Quick Start Packages and your requirements.

Health Check

Solution Design & Implementation

Managed Services

Staffing

Boston

New York

Chicago

Webinars

Podcasts

Salesforce Field Service

Start Package

by request

by request

by request