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Revolutionizing Service Appointment Scheduling for Rapid Installations

Impact Delivered

  • 50% reduction in IT license costs
  • 70% reduction in manual processes
  • 40% increase in installation efficiency
  • The Customer

    The Customer

    Trusted Smart Security for Homes and Businesses

    A leading U.S. smart home security provider and part of a nationally recognized not-for-profit service federation delivers trusted security and automation solutions across residential and commercial segments, backed by a strong member network and service-driven reputation.

  • The Challenge

    The Challenge

    3D-Priniting-Challenges-Img.jpg

    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

    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

    Solution Components

    FSL, Service Cloud, Sales Cloud, Experience Cloud and Dealer Communities

  • The Results

    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

Impact Delivered

  • 50% reduction in IT license costs
  • 70% reduction in manual processes
  • 40% increase in installation efficiency

The Customer

Trusted Smart Security for Homes and Businesses

A leading U.S. smart home security provider and part of a nationally recognized not-for-profit service federation delivers trusted security and automation solutions across residential and commercial segments, backed by a strong member network and service-driven reputation.

The Challenge

3D-Priniting-Challenges-Img.jpg

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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