Impact Delivered
50%
Reduction in IT License Costs
70%
Reduction in Manual Processes
40%
Installation Efficiency Increase
The Customer
The client is a distinguished not-for-profit institution. It is chartered and legally incorporated within its respective state jurisdiction. This organization maintains its autonomy through its unique incorporation. Oversight is provided by a dedicated and authoritative Board of Directors.
The Challenge
The client faced operational inefficiencies due to:
- High reliance on manual processes
- Increased technician costs and travel expenses
- Difficulty in scheduling professional installation sessions
- No solution for flexible customer appointment scheduling
The Solution
Integration of FSL and Sales Cloud, leading to a new user-friendly FSL mobile application
- Processes configurations like:
- Scheduling policy and Work Rules
- Defined Service Territories, Resources, and Operating Hours
- A flow-based application with LWC and guest community service components
- Automation of scheduling and Quote Approval processes
- Salesforce CPQ package for quotation formulation
Solution Components
FSL, Service Cloud, Sales Cloud, Experience Cloud and Dealer Communities
The Results
- Reduced manual processes, notably in service appointment cancellations
- Improved road layouts for quicker technician travel
- Quicker revenue recognition from efficient installations
- Customer access to Guest Community, lowering costs and IT license needs
- More flexible service appointment scheduling, enhancing operational efficiency
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