Several challenges come across when you carry out your field operations manually or without the use of an adequate solution i.e. Field Service Management.
Such challenges may involve:
- Inefficient scheduling and routing
- Difficulty in performance tracking
- Increased operational costs
- Tracking check-in/check-out
- Tracking nearby available customers
- And so on...
If any of the above challenges are affecting your operational efficiency, making a switch to cloud-based Field Service Management (FSM) can help you overcome them.
Adapting field service management for growing businesses is a must-have deal as it can help them overcome their day-to-day field challenges and streamline the overall flow across field operations.
Here is Gartner's insight describing the top factors that are influencing the purchase decision:
Again, Gartner reveals industry-wise adoption for field service management and maintenance software as depicted in the image below:
So, the importance and market adoption of field service management software can be clearly seen. Now, let’s unwrap how you can boost your operational efficiency using Field Service Management Software.
Enhance scheduling and routing
It could be time-consuming and error-prone when you schedule and assign routes manually to your field executives. Further, tracking the same will become more complex. Here, implementing a field service management system can help you automate the route creation based on your origin and end location.
Moreover, these routes can be scheduled from a backend and can be assigned to your field executives once they start their shifts. Eventually, it helps streamline and automate the flow of scheduling and routing. Thus, automation saves your time and enhances operational efficiency.
Access data in real-time
Real-time access to data enables field service managers to track field service executives’ status, check-in/check-out to the customer location, and get feedback on the submission of field executives. They can also access and leverage the performance metrics.
FSM solution also allows your field service executives to access their assigned visits in real-time, routes to be followed, and even their visiting history.
With LionO360 field service management, field service managers can create questionnaires, automate assigning those questionnaires to their field representatives, and get the questionnaire feedback once the executive submits the filled-in questionnaire using the LionO360 field service mobile app.
Field representatives can access the questionnaire prompted in real-time after reaching and ensuring successful check-in to the customer location. They can also access their visiting history using their mobile devices configured with the FSM solution.
So, you see how the FMS solution can eliminate the need for physical engagement of field managers and field executives. It also eliminates the need to cross-check whether the field representative visited the customer location or not and at what time they ensured check-in/checked-out from the store. Data access over the cloud-based FSM solution helps boost operational efficiency.
Ensure seamless integration
FSM software can be integrated with other business tools and applications such as CRM solutions. With this, you can synchronize data between systems to be accessed and leveraged the same in real-time.
When integrating your LionO360 FSM solution with LionO360 CRM and ERP solutions, you can assign sales, volume, or activity quotas to your field representatives.
Here, in the case of activity quota, you can assign activity by customer visits, outbound calls, outgoing emails, and comments associated with the lead and account module. You can also track quotas and executives' field performance.
Similarly, you can assign quotas by volume associated with modules including leads, accounts, opportunities, and estimates.
While choosing a quota for sales, it can be assigned either by profit revenue for either won opportunities or invoices.
Based on this, you can also forecast quotas, measure your field team’s performance, and assign quotas based on your field representatives’ performance metrics.
Save fuel and travel costs
Field service management software enables you to schedule the shortest routes. Your executives can follow the predefined routes to visit customer store locations that save time and fuel costs.
LionO360 FSM system leverages integrated Google map wherein all you need to provide the customer store locations to be visited by your field representative in a day. The system will automatically generate the best possible and shortest route, helping your executives to save their time and fuel costs.
Even, you do not need to ask your field executives to reach the office and then start their field visit. They can start their very first visit near their home without coming to the office and finish the last visit in the same manner. Thus, eliminating the need to visit the office every morning to get the assigned tasks and in the evening give status updates manually.
Again, this saves time, fuel, and effort for your field team as you can schedule and assign field visits using the LionO360 system and your field team can access the assigned visits along with scheduled routes to be performed accordingly.
Streamline resource allocation
How simplified it feels if resource allocation can be performed effectively. Yes, with the help of a field service management solution, as a field service manager, you can ensure seamless resource allocation saving time and bringing operational efficiency.
Using the LionO360 FSM solution, you can easily assign field tasks to your field executives such as at what store locations they need to visit, what route they need to follow for each visit, questionnaires to be filled in by the customers, etc.
Simplified survey management
Seamless survey management is required to ensure customer success. With the help of FSM software, you can streamline conducting field surveys and get the questionnaires filled in. This helps understand the customer's concerns and work toward improving their experience.
When you leverage the LionO360 FSM solution, you can ensure seamless field surveys wherein you can assign multiple questionnaires to your field representative to be filled in by your customer. These questionnaires can be prompted once your executive reaches the customer location and ensures check-in using the FSM system.
Apart from the in-person visit, the LionO360 FSM system allows you to conduct customer surveys using mobile calls or office phone options. This eliminated the need to visit customer locations to conduct and ensure field surveys. This in turn helps you streamline your survey management process and boost overall operational efficiency.
Effective remote processing
To manage field operations remotely or from a distance, the FSM solution can help you ensure seamless and simplified field operations. Field service managers can assign tasks using the FSM system from remote locations and field executives can access and undertake field tasks accordingly.
Our LionO360 FSM software enables you to effectively manage field operations even from remote locations. From creating and assigning questionnaires to scheduling routes to tracking check-in/check-out under a defined radius, all can be performed constructively.
Thus, if you manage field operations in different geolocations, you can track and manage field operations remotely. If you want to track the available customers for a particular location, the LionO360 FSM system enables you to do so.
Boost Your Operational Efficiency with LionO360 Field Service Management
LionOBytes offers a highly effective LionO360 Field Service Management solution that helps you streamline your end-to-end field operations, save costs, and increase operational efficiency.
With the help of LionO360 Field Service Management software, you to effectively create and assign territories, streamline route management, optimize scheduling, and ensure tracking check-in/check-out of field executives to customer store locations.
Our FSM software allows you create customized questionnaires and assign them to your field executives to be filled in by the customers and submitted by your field executives. You can access the questionnaire response on submission and can also access the field reports in real-time.
Your executives can follow the scheduled routes and ensure seamless visits to customer store locations. They can ensure their check-in using their FSM application which can be tracked by their field service managers. Field executives can also access their customer visiting history.
To know more about how LionO360 FSM can help you boost operational efficiency, just connect and schedule a free demo.
For more information call us at +1 609-281-5272
Frequently Asked Questions
Why is Field Service Management important?
Field service management is important as it enables you to understand your customer concerns through questionnaires filled in by customers and improve their experience accordingly.
It helps you streamline your field operations wherein you can assign tasks to your field representatives, optimize routes, and reduce fuel costs. You can even track your field representatives' status and get field reports in real-time once the executive submits the questionnaires filled in by the customers.
What are the three key elements of the FSM solution?
Scheduling, routing, real-time monitoring are the three key elements of the LionO360 Field Service Management solution.
Here is how it works:
- Scheduling allows you to streamline field task allocation, i.e. assigning questionnaires to your field representatives.
- Routing allows scheduling the shortest possible routes, saving fuel consumption and time for your field executives.
- Real-time monitoring enables you to track the check-in/checkout of your field representatives and get real-time questionnaire feedback once submitted by the field team.
What are the advantages of using field service management solutions?
Using the field service management solution, you can enjoy many advantages such as improved efficiency of your field workforce, reduced fuel cost, streamlined field operations, real-time access to field data, maximized productivity, and enhanced customer experience.
Our solution is designed to support growing business needs. If you are looking for field service management for growing businesses, talk to our experts today.
