Salesforce Field Service vs. Skedulo

Salesforce Field Service is a powerful and feature-rich solution for managing field service operations. With AI-driven scheduling, seamless mobile access for technicians, and deep integration with the Salesforce ecosystem, it helps businesses enhance efficiency, improve customer satisfaction, and optimize service delivery. While it may be costly and complex to implement, its scalability and ability to grow with your business make it a worthwhile investment for many organizations.

Incentivized

Skedulo works well to visualize capacity. It also works well to assist with the planning of routes and distribution of work. It works well for the field resources and provides the key information about their jobs and enables alerts to be provided to customers. The automated Optimization & Scheduling engine is still maturing. Skedulo also does a good job satisfying the customer's unique requirements and has a solid in-house development team looking to continually improve the platform.

Incentivized

• ClickSoftware Mobile Workforce Management is very scalable to meet the scheduling demands of any size organization
• ClickSoftware Mobile Workforce Management is very customizable to the needs and requirements of any service organization
• ClickSoftware Mobile Workforce Management allows an organization to plan and adjust to the service business changes in demand.

• Scheduling appointments
• Uploading documents/imaging
• Provides enough tabs to get all the information to our phlebotomists

Incentivized

• License could be less pricier esp. the dispatcher license
• Restricted workflows and data visibility, along with slow performance can complicate the experience for the technician
• Since we use devices primarily for this like Ipad and Android devices, the mobile app needs to be improved which crashes often

• Optimization Engine for Scheduling
• Sparse Implementation Technical & Solution Experts
• Project Planning when third party systems & vendors are involved

Incentivized

As of right now there is not a alternative that seems to offer all of the functionality with a vision of what is needed in the future. It is my belief that ClickSoftware will remain a leader in Mobile Workforce Management for a long time.

Having a program that gives sales leaders a real time view was game changing. Time was always an issue because there wasn't always a sales leader available for closing sales. This has allowed for any sales leader to jump in and help make the sale without the need to do a warm transfer.

Incentivized

Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.

We selected the Salesforce Field Service Lightning because we are already using Salesforce as a CRM and Salesforce Field Service Lightning is best suited to it so that's why we picked it We also have seen some reviews and Field Service is far better than others and its service is also very good according to its reviews

Incentivized

We actually use Skedulo as our only dispatching appointment program. Salesforce is not like Skedulo, but we use them together daily to ensure on-time specimen draws, delivery, and payout for all visits completed. Skedulo is very easy to interface with other programs.

Incentivized

• Negative: Complication to use so we are using time up and employee salary to learn
• Negative: We had to hire someone to create and automate our workflows
• Pro: Integrates quickly and easy with Salesforce CRM which helps us to keep track of customer, reseller information so we can see where we need to improve on sales

Incentivized

• Eliminated at least one customer service representative.... saving a salary
• Better customer service because the calls are shorter.

Incentivized