Streamlining Field Service Operations and Customer Experience: The Power of Salesforce Implementation

Learn how Korcomptenz helped a top flooring manufacturer optimize its service operations with Salesforce Field Service and Experience Cloud, driving process digitization and improving customer interactions.

Enhanced key process performance by 50%
Addressed gaps in critical areas of supply chain integration
Resolved key business process bottlenecks and drove process optimization.

Quick Solutions Overview

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Industry

Manufacturing

HQ

United States

Solution

Salesforce Implementation

Technology Used

Salesforce Field Service, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Experience Cloud

About the Company

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Our client, a global leader in flooring manufacturing, offers a wide variety of carpet, tile, and hard surface products for both commercial and residential applications. Their brands serve DIY enthusiasts through major retailers like Home Depot and support large-scale contractor projects for spaces such as hospitals and apartment complexes. Additionally, they provide comprehensive interior design services, allowing customers to visualize flooring options before installation.

The Challenges

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The customer uses Salesforce for sales, service, and marketing across multiple brands but lacks field service management and self-service options for their artificial turf market. Although they selected Salesforce Field Service and Experience Cloud for compatibility, implementation was incomplete, and they lacked the expertise to deploy and design the new customer portal.

Streamlining Field Service Operations Case Study

The Solutions

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The implementation provided advanced features and introduced an innovative self-service maintenance solution.

Centralized Maintenance Planning

Maintenance plans were centralized in Salesforce Field Service, enabling authorized users to automatically set them up for closed-won opportunities and define key warranty parameters based on field type.

Customer Self-service

After installation, customers accessed a secure portal to manage maintenance, track tasks, request support, and find key information.

Field Service Mobile App with Defined Maintenance Work

Field users manage service delivery via a mobile app with detailed field info, task history, and specific maintenance forms, allowing data capture and image uploads for verification.

Warranty and Repair Management

Repair requests are assessed by warranty status and automatically marked as billable or non-billable as per the customer’s contract.

Automated Bidding Process

An automated bidding process allows authorized users to request, approve, and schedule vendor quotes based on geography directly from the maintenance record.

Seamless Case-to-Field Service Request Integration

Salesforce Field Service and Experience Clouds integration allowed representatives to effortlessly convert cases or tickets into field service requests.

Centralized Reporting

Centralized dashboards display all maintenance activities, allowing real-time tracking of progress and performance.

Proactive Maintenance Alerts with Health-O-Meter

A "health-o-meter" on the Customer Portal's home page alerts customers to overdue and upcoming maintenance, helping them manage fields and comply with warranty requirements.

What the Client Said

“On our behalf I would like to thank you for everything you have done to get us live. I don’t say this lightly when I say that this has been the best go live implementation of my career.”

The Benefits

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Created custom Lightning Apps on Salesforce to meet particular business requirements, including design and rendering requests.
Employed design thinking principles to develop custom applications on Java and other platforms, addressing specific client needs.
Provided consulting and guidance on Azure cloud services to boost cloud infrastructure as well as strategy.
Delivered expert consulting and guidance on Kentico to improve digital experience management and website functionality.
Delivered consulting and guidance on automated testing to boost testing effectiveness and improve software quality.
Delivered strategic guidance and insights from senior leadership and account management to influence crucial business decisions and achieve project success.

For more details, please contact us today.

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