According to the survey performed by Gartner in the year 2022, Field Service Management is adopted and used by more than 80% of the industry leaders.
If you do not come in that 80 percent list, certainly, you might be facing challenges such as inefficient scheduling & resource allocation, poor visibility into field operations, tracking field workers' activities, etc.
Overcoming these challenges requires implementing a field service management solution. Yes, it’s time to eliminate manually operating your field operations and adopt a cloud-based FSM solution.
Thus, here is a comprehensive guide to understanding the “5 key trends in Field Service Management in 2024” before you upgrade your system capabilities.
Cloud-based Software
In the age of cloud, having a cloud-based FSM solution is an hourly need. It allows your field team to access data from anywhere, anytime while using any device. All you need is to have a sound internet connection on your device.
While in the field, your field representatives can view information, update the real-time status, and submit their reports. For instance, field managers in your organization can assign tasks, schedule routes, and get field updates in real-time.
They can also track their field employees’ check-in and check-out times at customer locations.
Mobile-first Approach
To bring efficiency and effectiveness, the next key trend of FSM is a mobile-ready solution.
It allows sales managers to create and assign tasks to their field team. They can track each field task/activity in real-time. They can access the field feedback once submitted by the field representative.
To conduct field surveys, sales managers can define and schedule multiple questionnaires to be prompted on field executives’ devices once they check-in at the scheduled customer store locations.
It also enables your field representatives to access their scheduled visits, get navigated with the scheduled routes, and submit their feedback in real-time.
Route Optimization
Optimizing routes can help save traveling time, fuel costs, etc., and can enable field representatives to carry out the maximum possible routes in a day, or they can focus more on customers instead of wasting time on unmanaged routes.
Often a field manager needs to create a route for multiple field employees and ensuring this task manually could be a cumbersome process.
So, another key trend in the Field Service Management system is route optimization. It helps create efficient routes to save distance time and fuel costs.
All you need to do is select the customer locations to generate route in your FSM system, and it will automatically generate the most efficient route for each of your field executives. Now, your executives can access and follow the same routes that are assigned by you to their day-to-day field visits.
Routes can be assigned in a way that the executive can start their very first visit of the day near their home and can ensure the last visit again near their home. This ensures efficiency and streamlines routing.
Remote Work
Most of the field operations are performed remotely. Even employees are not required to come to the office and then move to the field to start their field job. To support this kind of remote operation, the Field Service Management System can play a crucial role.
It allows you to manage end-to-end field operations, from creating and assigning territories to scheduling routes for field executives. You can conduct customer surveys using the FSM solution configured in mobile devices in your field executives to understand your customer needs.
FSM solution can help you track and monitor your field executives’ performance. Once they submit their work, you can instantly access their work. It also allows your field team to access their work history in real-time.
Thus, you can get real-time field reports of your team which can help you decide their next move and support your field campaigns effectively.
Automation
Without automation, effectively managing field operations seems difficult. Automation in field operations can help streamline the end-to-end process flow. It helps handle various backend tasks. With the help of cloud-based FSM solutions, you can make it happen.
For example, sales managers can assign tasks to their field team using the FSM system which can be synchronized and accessed by the field team at the scheduled time. Now, they can start working accordingly without asking manually to their managers.
It also eliminates the need to ask field executives to come down to the office first and then move to the field. Again, they also do not need to reach the office at the end of the day to submit their work report. They can simply submit their activities or reports using the FSM application on their mobile devices.
Seeking to Optimize Your Field Operations? Implement LionO360 FSM!
It is important to achieve efficiency and productivity in field operations for which the LionO360 Field Service Management solution can help. Our FSM solution allows you to schedule and manage field operations, track field performance, and automate backend processes.
Using the LionO360 FSM solution, you can create and assign territories in global regions. Now, the Sales managers can assign questionnaires and schedule routes for their field executives. These questionnaires and route schedules can be accessed by their field team to be followed.
Our system also allows you to track the check-in/check-out of your field employees at customer locations. Once they reach the customer locations, a questionnaire will be prompted to perform a customer survey.
Once the field executive gets the questionnaires filled in by the customer and submits the same in the system, it can be accessed by the sales managers instantly.
Our system also allows you to check the Nearby available customers and schedule the route considering those nearby available customer store locations. You can also check the available customer stores for a particular region remotely.
To know more about how the LionO360 FSM solution can help you achieve efficiency in your field operations, we are just one step away. Schedule a free demo or avail of our free trial today.
For more information, please call us at +1 609-281-5272
Frequently Asked Questions
What is a Field Service Management System?
Field Service Management is a software solution that enables organizations to effectively manage field operations even from remote locations. Field sales managers can assign field tasks, schedule routes, and track field activities.
Field teams can access their tasks using FSM solution equipped in their mobile devices. They can follow the scheduled routes with the help of built-in GPS in the FSM system.
Connect with us to understand how LionO360 Field Service Management – a product of LionOBytes can help you streamline your field operations.
What is meant by mobile-first technology in FSM?
Mobile-first technology in FSM is all about managing field operations using mobile devices installed with FSM solutions. Using such solutions, sales managers can schedule and track routes for their field representatives.
Field executives can follow the scheduled routes, perform customer surveys, and ensure their check-in/check-out to the customer location. Thus, mobile-first technology in FSM enables to access, manage, and track the end-to-end field operations in real-time
How is data security addressed in modern FSM systems?
When it comes to the LionO360 FSM system, our system encompasses robust security layers. Your data remains safe through multi-factor authentication and 128-bit encryption methods.
Do not hesitate to know more about this. Experts at LionOBytes are ready to answer your queries.
