Best practices: Field Service Management Software Implementation
FSM Best Practice No 1: Review your existing landscape
FSM Best Practice No 2: Get an input from your field team
Thinking of a mobile workforce management deployment? Have you talked about it with your frontline team? This is an important step because involving your team gives you the sense of real-world problems that your new software can address? Is your team struggling with route optimization or does your team need more interaction on customer case history? An efficient field service management solution can be of great help here to address the challenges faced by your customer-facing team. Besides, this instills a great amount of confidence in your team as they will know the benefits in advance and transition easily into the new system.
FSM Best Practice No 3: Experiment with a pilot
FSM Best Practice No 4: Facilitate easy ERP/CRM integration
FSM Best Practice No 5: Create a customization module
FSM Best Practice No 6: Build an easy to use mobile interface
FSM Best Practice No 7: Communicate to your customers
FSM Best Practice No 8: Test the product on ground
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