Best Practice Solution Set
for Building Products Manufacturers

Mastering the Building Products Sales-to-Service Journey
with Salesforce Field Service

When your products require onsite attention — installation support, inspections, repairs, ongoing maintenance, or warranty claims — it adds complexity to your organization that is critical to maintaining your brand reputation and high customer satisfaction. Your field technicians must be well-informed and equipped, your office crew and dispatchers have to schedule like pros, and your sales teams should continue to wow channel partners long after the deal is sealed. The companies that nail this whole sales-to-service gig really shine in the market. So, how can you make it happen?

Faster Customer Engagement

To match the B2C experiences your customers have come to expect (does anyone not compare to Amazon these days?), empower them to set their own appointments and receive automated status updates. This approach reduces friction and boosts convenience. Real-time notifications keep your customers in the loop, manage their expectations, and build trust. This not only raises customer satisfaction but also enables your team to focus on more sophisticated tasks, increasing overall effectiveness. Consistent updates demonstrate respect for your customers’ time, deepening their engagement and encouraging repeat business.

Dynamic Resource Scheduling


Efficient resource management is a game-changer for field service operations, but let’s face it, getting the right technician with the right skills to the right place can be challenging. Your channel partners demand speedy and smooth service, now more than ever.

Make sure the perfect technician shows up at the right job at the right time, while simultaneously slashing travel time and cutting costs. This means more service appointments each day, boosting efficiency. Plus, with real-time updates and notifications, dispatchers can tackle schedule changes or urgent requests like pros, keeping channel partners happy and providing timely service.

Proactive (Not Reactive), Data-Driven Maintenance

Delivering exceptional channel partner experiences means anticipating and preventing service disruptions before they happen. What if you could proactively manage maintenance schedules and predict potential issues? By using historical data and real-time analytics to schedule regular maintenance and inspections, you can minimize downtime and unexpected breakdowns. This approach improves product reliability and ensures timely service delivery, making your channel partners happier and more loyal. Automated reminders and alerts keep channel partners informed about upcoming service appointments and maintenance tasks, fostering transparency and trust.

Zero Disruptions, Even Without Cellular Data

Field technicians need to get their jobs done, regardless of internet connectivity. No internet? No problem. Salesforce works offline, syncing updates as soon as they’re back online.

This feature ensures every bit of field data is captured and utilized seamlessly. Technicians can easily access channel info, service histories, and troubleshooting guides through the Youreka app, solving problems on the spot.

Salesforce Field Service transcends mere appointment management—it’s your comprehensive solution for enhancing operational efficiency, optimizing resource allocation, and elevating the channel partner experience. Integrating Salesforce Field Service into your operations ensures greater visibility, productivity, and satisfaction, driving growth and success in your field service operations.

Interested in seeing a demo? Learn how Salesforce Field Service can help you boost mobile worker productivity by 32%.

Reach out to sales@thehunleygroup.com or click here to schedule time and see everything Salesforce Field Service can do to create happy customers and mobile workers.

Transformation starts here