Field Service
Key Improvements
Agile methodology ensured fast, high-quality project execution, achieving IoT expansion goals and future scalability.
Salesforce Field Service and Maps centralized data and automated workflows, enhancing planning accuracy and efficiency.
Unified contractor management with Experience Cloud provided a portal for standardized bidding and job monitoring, reducing inconsistencies and ensuring vendor privacy.
Naeem Khalid
VP, Professional Services
Diabsolut
From vision to execution, this project demonstrated the art of the possible in going beyond the usual field service use case.
The organization has gained the ability to visualize and plan its work packages, execute its work, and provide an easy-to-use platform for their vendors to bid.
The Challenge
As an existing Salesforce client looking to expand their IoT offerings, they had a clear vision of what they wanted but were unsure of how to get there They needed a delivery partner who would take on their goals as their own and work with them step by step to achieve a creative solution.
Pain Points
- Lack of data visualization and validation which made planning and estimates inaccurate.
- Difficulty in determining precise vendor locations hindered effective resource allocation.
- No unified bidding system for contractors, leading to inconsistent job requirements and inefficiencies.
- Extensive and costly follow-up and quality control processes due to lack of automation and centralized data.
- Heavy reliance on emails and manual processes resulted in errors and inefficiencies.
Requirements
- Implement tools to visualize and validate data for accurate planning and estimates.
- Integrate systems for precise tracking of vendor locations to improve resource allocation.
- Develop a unified bidding platform to standardize processes for contractors.
- Automate follow-up and quality control processes to save time and reduce costs.
- Implement a centralized system for better communication, data handling, and reduced errors.
The Solution
Diabsolut implemented a comprehensive suite of Salesforce solutions: Salesforce Field Service, Experience Cloud, and Salesforce Maps. This integration addressed their critical operational gaps, from accurate data visualization and vendor location tracking to unified bidding processes and automated quality control.
Products Implemented
Integrations
The Results
By seamlessly integrating systems and centralizing data, the client reduced errors, minimized reliance on email, and unlocked IoT-driven service optimization through Salesforce Field Service. With an intuitive setup for vendors, contractors, and internal teams, every job is now supported by complete, accurate data from forecasting through completion. The result is improved service quality, stronger ROI, better time management, and lower costs—while establishing sustainable best practices for ongoing IoT service excellence.
Key Results
- Improved planning and estimation with better data visualization
- Streamlined processes and automation reduced time and costs
- Centralized data enabled higher service quality and effective follow-up
- Access to comprehensive data improved business decision-making
- New standards and best practices established for IoT service
- Standardized bidding reduced inconsistencies and inefficiencies
- Automated follow-up and quality control minimized manual effort and errors
- Enhanced communication and vendor location tracking improved resource allocation
- Secure and consistent data handling across all platforms
- Contractor portal enabled bid management and execution monitoring
- Custom code ensured secure, isolated vendor information management