Ai can proactively brief your mobile workers
Posted: Wed May 28, 2025 5:11 am
past service interactions, asset history, offers, and communications, so they’re set up for success before they even head out to a customer’s site.
Generative ai can create automated work summaries after jobs are completed, saving time for your team.
Your mobile workers can use ai-powered tools like chatbots to schedule appointments, get real-time alerts, and find answers to questions.
Ai can suggest upsell opportunities based on a customer’s purchase and service history, enabling your mobile workers to grow revenue.
New employees and contractors can onboard quickly with ai-generated knowledge base articles and guides.
Meanwhile, automation can speed up workflows for creating a new account, placing an equipment order, or scheduling service. In fact, 95% of high-performing companies save time with process and workflow automation.
Salesforce mascot einstein showcasing the title slide of the state of service report.
Dig into our latest customer service research.
High-performing service organizations are using data and ai to generate revenue while cutting costs — without sacrificing the customer experience. Find out how in the 6th edition of the state of service report.
How to get started with field service management software
even the best field service management software can only america phone number list deliver results if your mobile workers use it to its full potential.
So how do you get started? To answer that question, we talked to kim campbell, lead researcher, research and insights for field service at salesforce. She’s accompanied many mobile workers on a wide variety of on-site visits through every stage of a major rollout. Here’s what she recommends to help your team succeed:
align on your objectives: it’s important to get your team and stakeholders aligned on what your ai-powered software needs to accomplish and why. “asking the right questions can get you started on the right path,” said campbell. “for example, what are your goals? How will the best field software management software help you achieve those goals? And how will you determine roi and what success looks like?
Generative ai can create automated work summaries after jobs are completed, saving time for your team.
Your mobile workers can use ai-powered tools like chatbots to schedule appointments, get real-time alerts, and find answers to questions.
Ai can suggest upsell opportunities based on a customer’s purchase and service history, enabling your mobile workers to grow revenue.
New employees and contractors can onboard quickly with ai-generated knowledge base articles and guides.
Meanwhile, automation can speed up workflows for creating a new account, placing an equipment order, or scheduling service. In fact, 95% of high-performing companies save time with process and workflow automation.
Salesforce mascot einstein showcasing the title slide of the state of service report.
Dig into our latest customer service research.
High-performing service organizations are using data and ai to generate revenue while cutting costs — without sacrificing the customer experience. Find out how in the 6th edition of the state of service report.
How to get started with field service management software
even the best field service management software can only america phone number list deliver results if your mobile workers use it to its full potential.
So how do you get started? To answer that question, we talked to kim campbell, lead researcher, research and insights for field service at salesforce. She’s accompanied many mobile workers on a wide variety of on-site visits through every stage of a major rollout. Here’s what she recommends to help your team succeed:
align on your objectives: it’s important to get your team and stakeholders aligned on what your ai-powered software needs to accomplish and why. “asking the right questions can get you started on the right path,” said campbell. “for example, what are your goals? How will the best field software management software help you achieve those goals? And how will you determine roi and what success looks like?