Optima Pro

Optima Pro is a Field Service Management app by Salesforce for managing contracts, warranties, spare parts inventory, and service scheduling. It allows organizations to provide reliable field service, boost customer experience, and manage the entire pipeline of field operations anytime and anywhere.

The field service industry needs to have a proper sync between the office and on-site workers. This helps meet the needs of the highly connected customers of today and promotes information flow which helps with the following:

• Maintenance of Service Level Agreements (SLAs) of customers
• Keeping track of on-site service requests
• Providing real-time information to agents, customers, technicians, and dispatchers
• Dispatching of technicians for repairs and installations

Optima Pro helps organizations with optimizing the performance of their on-field and off-field workforce, day-to-day operations, and backend workflows with the help of real-time GEO tracking, SLAs, multi-location management, KPI reports, management of parts inventory, and reminders & escalations.

Benefits:

• Optima Pro offers the following advantages:
• Access to real-time location of the field workforce
• Optimization of route map, fuel, and technician availability
• Reporting automation for better insights
• Generation and modification of invoices or complex service bills
• Better automation of task assignments and work orders