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%
33
RIGHT TOOLS
GROW & RETAIN RIGHT INFORMATION
Frontline Teams
of truck rolls require a 2nd
trip due to insufficient info
INCREASE or wrong diagnosis
Service Margins
THEN NOW
Inconsistent GPT-Powered
Field Experiences Briefings & Wrap-up
THEN
DISCONNECTED
Systems & Departments
Inconsistent
Field Experiences
%
Hidden Institutional Knowledge
76 TOO MUCH
& Data Obscurity of executives Data
struggle
to deploy AI
Time Consuming
effectively
Processes
DIFFICULTIES WITH
Change Management
AI: Built to Scale Report, Accenture AI: Built to Scale Report, Accenture
Introducing
On-Site
Mobile Work Post Work
Knowledge
Briefings Summarization
Pilot | Jul ‘23 Search TBD
TBD
%
+23 Hyperforce
2022
increase in
scheduling &
dispatching FSM MQ
productivity 2021
Leader
2020
FSM MQ
2019 Leader
2016 2018
FSM MQ
Launched Fastest Acquisition Leader
Growing
Product
How
Field Service GPT
Works
Salesforce Einstein Pioneered AI for CRM
Everyone’s
data scientist
Low code
AI Predictions AI Forecasting
215B per day
Every Cloud
AI Recommendations AI Forecasting
51B Cyber Week recommendations
Low Code Tools NLP Indexing Few Shot Learning Toxicity Detection Continuous
Feedback Loop
Customer Magic
Connect Harmonize
Metadata model
Zero copy federation
Foundation Models
Work summaries
LLM Gateway Customer 360 Data
Intelligently surface and Serve up answers fast from Automatically summarize service
summarize the most relevant relevant knowledge articles to appointments in a snap
data to start the job at hand technician questions
Platform Layer
Field Service is
built on the the sales service marketing commerce tableau mulesoft platform slack sustainability partners success
C360 Platform
From the Back Office to the Field, Teams Work
Together to Exceed Customer Expectations
Field Operations
Manages end to end field service processes
Field Service GPT at a Glance
Industry
Solutions fin serv healthcare media auto comms utilities consumer goods transportation pub sec retail manufacturing
Salesforce
Field
Service
Pillars
Salesforce
Platform sales service marketing commerce tableau mulesoft platform slack sustainability partners success
Building Blocks for Success
Platform for
Field Service
Personalized
Customer Experience Self Service Chat Messaging Social In-App & Web Email Bots Voice Remote Assist Slack In Field
Resource Timesheet Shi & Capacity Contractor Availability Expense Scheduling Optimization
Management
Scheduling & Analytics Work Order Service Delivery Appointment Predictive Optimization Execution
Work
Field Service GPT at a Glance
Support remotely
CUSTOMER EXPERIENCE
60%
of customers say it
feels like they’re
communicating
with separate
57%
departments* of customers prefer
to engage
companies through
digital channels*
% increase
35
Deliver Seamless On-Site Experiences in
customer
Allow customers to sign service reports safely on satisfaction
their devices. Capture feedback from customers to
drive efficiency and customer satisfaction in the
field.
>24
hrs
get started fast
and deliver value
Salesforce Field Service at a Glance
Customer
Employee
Dissatisfaction 82%
Overtime of companies experience
Lost Production unplanned downtime at least
Time once every three years*
FUTURE
%
Predictive Maintenance
31 increase in SLA
compliance
Schedule & Determine the right mobile worker for the job
Dispatch
Determine mobile worker status
everything
operations needs to
Assign work to mobile workers
Wasted Fuel
% decrease
30 in
operations costs
See full list of features here. Source: Salesforce Field Service Success Metrics Study, 2022
Field Service GPT at a Glance
Bill customers
and yet
65%
of frontline workers
feel the weight of
customer only 39%
expectations, more of frontline workers
than any other type of say their companies
service worker* invest in technologies
to meet their needs**
% increase
32
in
Deliver Mobile Worker Excellence frontline
Mobile • Offline • Extensibility productivity
Share Expertise Across Teams
Knowledge • Slack • Guided Workflows • Trailhead
>24
hrs
get started fast
and deliver value
Customer Stories
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AAA Reduces Costs & Empowers Its Members
Through Self-Service and Automation
Creates a member 360, empowering reps to upsell and
roadside events
cross-sell members across product portfolio
32M handled nationwide
annually
Empowers agents with full member history to personalize
conversations and deepen customer relationships with
every interaction of AAA - Auto Club
Customer Professional
Field Service Practice Leads Field Service Specialists Strategic Partnerships
Services
Success
Field Service Product Field Service Outbound
Support Field Service Technical Support
Management Product Management
Customer &
Sales & Solution Product
Partner
Campaign &
Content
Trailblazer
Engineering Marketing Events Community
Marketing Marketing
AppExchange Ecosystem
Industry specific functionality built on the Salesforce platform
Project Document
Media Mobility ERP / Payment Asset Centricity
Management Generation
Rider Bot SFS Dashboards Milestones PM Last Minute Risk Time Warp
App-less Metrics and Native app Assessment A visual 360 degree
experience for performance trends designed to help Allows the Field view of your key
customers to for Service Manager you track and Service Technician customer data
interact with their Inventory Manager manage your to assess and (leads, accounts,
SFS Service and System Admin projects and tasks. record risk at the contacts, cases,
Appointments over roles work site before assets and more)
SMS (or other starting the work.
messaging
channels). https://appexchange.salesforce.com/collection/SalesforceLabs
SI PARTNERS
5,469
SFS Certified
Consultants
Partners
87
Delivering Navigator
Level I & II
Specialist
Customer Partners *
Success
7,215 APPEXCHANGE PARTNERS
SFS PLC Courses
Completed by
500 SIs
Leveraging Our
Ecosystem to Drive
Expertise & Augment 10M+
Delivery Capacity AppExchange
Installs
36% YoY
membership growth
View Partner Community
Bonus
Enable a Greener Future with Field Service
Real-Time Data
Extend Territories
80%
of decision makers Expand Hiring Pool
find equipping
contractors
challenging* Deliver Consistent Service
Source: Power Your Frontline With Field Service Management, Salesforce, December 2022
WORK & ASSET MANAGEMENT
Maximize Revenue
Prevent leakage and grow service profitability Maximize Revenue
Deliver Exceptional CX
Proactively drive uptime, minimize customer
disruptions, and enable customer self-service
Field Service Pricing At a Glance
Visual Remote
Internal External Assistant
$50/user/month
1099 Employees
Resolve issues faster
Technician with real-time visual
• Add on to Service Cloud OR Field Service
• Implementation in less than 24 hours
Access information to complete jobs Contractor support
right from the offline-first mobile app
Extend the power of Field Service
EE UE
Technician to your contractors
$150 $300 EE UE
Appointment $25/user/month
Dispatcher USD/ user/ month
(billed annually)
$50 $50 Assistant
USD/ per daily login Logins EE Logins UE
Optimize schedules and manages (billed annually) Build loyalty with • Use Digital Engagement or similar
schedulable resources in one place $20 $20
appt. updates and messaging solution for WhatsApp or SMS
EE UE
scheduling notifications
$150 $300 Contractor+
Includes functionality to supercharge
Field Service+ contractors' ability to cross-sell/ upsell
A LEADER
Magic QuadrantTM for Field
Service Management
Jim Robinson & Leif-Olof Wallin
Date: Oct 24, 2022
3 Years
in a row
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Salesforce Field Service Drives Success
Average Customer Success Metrics Achieved After Implementing Salesforce
% % % %
34 35 31 32
Return on Increase in Increase in Increase in
Investment Customer Work Order Frontline (Mobile
(ROI) Satisfaction (CSAT) First Time Fix Rate Worker) Productivity
% % % %
32 27 30 26
Increase in Decrease in Decrease in Decrease
Employee New Employee Operations in Truck
Retention Ramp-Up Time Costs Rolls
8.1 8.6
Good Business
Field Sales
Partner
8.8 8.2
Employee
Analytics
Communication
All Companies
8.1 8.6
Good Business
Field Sales
Partner
8.8 8.2
Employee
Analytics
Communication
Enterprise Companies