Salesforce Field Service
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Salesforce Field Service

Salesforce Field Service

Start Package

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. 

Let's talk about your project

Contact with our Salesforce experts team for consultation
Let's talk
Our offices

🇺🇸 Chicago, IL

325 N Wells St STE 100
Chicago, IL 60654
+1 (312) 885 95 87

🇺🇦 Lviv, UA

B. Khmelnytskoho str, 106
Lviv, 79024, Ukraine
+38 (063) 041 48 99

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sales@redtag.pro

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Quick starts

Salesforce Field Service

QuickStart Implementations get you up and running fast so you can start seeing the rewards of your investment.
🕜 Total hour:
150
📅 Timeframe:
9 weeks

Salesforce Field Service

Benefits:

  1. Field Service enablement
  2. Efficient resource scheduling
  3. Streamlined work order management
  4. Optimal workforce deployment
  5. Mobile app empowerment

Industries:

  • Manufacturing
  • Retail
  • Professional Services
  • Consumer Goods
  • High Tech
  • Healthcare & Life Sciences

‍

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Discovery and Design

🕜Time: 20h
  • Discovery Interviews
  • Solution Design

Development and Configuration

🕜Time: 100h
  • Enable Field Service to optimize operations  
  • Tailor user permissions for data security
  • Design a user-friendly interface 
  • Define service territories, operating hours, and shifts
  • Configure Work Orders and Plans for better management
  • Automate service appointment lifecycle for timely delivery
  • Set up and manage workforce resources efficiently
  • Configure the Mobile App for real-time access to critical data
  • Leverage reporting and analytics for performance insights

Adoption

🕜Time: 10h
  • Admin training
  • User training 

Data Import

🕜Time: 10h
  • By the end of this phase, all cases will be successfully uploaded and validated in your new system.

Post-Go-Live

🕜Time: 10h
  • Hypercare

Salesforce Field Packages

Advanced Scheduling and Optimization

  • Customize work rules to match business requirements 
  • Set clear scheduling goals to drive performance
  • Configure resource and service types for diverse needs
  • Optimize scheduling on a territory basis to minimize travel time

🕜 Time: 20h

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Maintenance Work Rules

  • Optimize resource allocation for maintenance work 
  • Manage schedules to ensure timely servicing

🕜 Time: 20h

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Crew Management

  • Create and manage service crews for assignments
  • Manage crews per territory for efficient operations 

🕜 Time: 16h

Portal for Field Service External Contractors (* additional licenses required)

  • Establish a portal for contractors with essential resources. 
  • Customize user access permissions for data security 
  • Set up service resources for contractors

🕜 Time: 36h

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Field Service Inventory (Inventory Locations, Product Items)

  • Configure inventory management tasks for efficient handling 
  • Establish required inventory items for field service
  • Set up inventory request processes for timely replenishment 
  • Define inventory locations for effective organization
  • Implement consumption tracking to monitor usage and needs

🕜 Time: 36h

Field Service Appointment Bundling

  • Configure field service bundles for streamlined scheduling and resource allocation
  • Define bundle members for coordinated task execution

🕜 Time: 20h

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Appointment Assistant Managed Package (1 additional license required, 25$ user/month)

  • Enable real-time location tracking for appointments
  • Establish a customer portal for self-service options 
  • Set up contactless signature capabilities 
  • Configure surveys for customer feedback

🕜 Time: 30h

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Kateryna Loginova

Book a demo!

Contact with our Salesforce consultant,
Kateryna Loginova, for consultation.

Let’s talk