White paper overview: Customer service belongs in the cloud

Jul 10, 2015 • FeaturesAdvanced Field ServiceoptimisationresourcesWhite Papers & eBooksClickSoftwarecloudSaaSSoftware and Appssoftware and appsCustomer Satisfaction and Expectations

Resource Type: White Paper
Published by: Click Software
Title: The Cloud: Up where customer service for the field belongs
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The Harris Interactive Customer Experience Impact report revealed that 86% of consumers have quit doing business with a company because of a poor customer experience—up 59% in four years. Other research has revealed it takes 12 positive service experiences to make up for one negative experience, whilst 91% of unhappy customers will not willingly do business with the same organization again. This white paper discusses how leveraging cloud solutions to optimise mobile workforces can improve the experiences of customers while lowering operational and IT costs. More field service management software is now available in the Cloud making it more accessible for SMEs and an alternative to heavy IT investments for large service organisations


Customer complaints: What you hear is only the tip of the Iceberg. Many service companies don’t realize it when service levels are running low. In an increasingly savvy and connected market where information is readily available and easily accessible, customer service is often the only discerning difference between competing businesses. Investing in customer satisfaction is not only important but imperative for the long term survival of businesses especially where commoditisation has taken place

  • Process improvement – to ensure prompt customer service and correct resource assignments
  • Workforce development – to give the staff the opportunity to learn new skills
  • Automation – rather than relying on error-prone and time-consuming manual processes
  • Cultural changes – creating a working environment that stimulates the entire staff

Field personnel: you most valuable players

Only with real-time data can everyone shine. Providing real-time data across the entire organization is key to enhancing the customer experience. All levels of the service organization need actionable information to enhance how efficiently the field-service team operates and to improve experiences delivered to customers.

Silver linings within the Cloud

Cloud-based solutions open new doors for field service companies of all sizes by allowing for the quick, flexible adoption of new technologies that previously proved to be too expensive, risky and time-consuming to deploy.

Delivered via the software-as-a-service (SaaS) model, cloud solutions provide several advantages over traditional on-premise solutions: inlcluding PAYG, rapid deployment, immediate ROI and free upgrades. In field workforce management, cloud-based solutions typically allow companies to achieve productivity gains of up to 20% and return on their investment within 12 months. The cloud approach gives businesses the opportunity to replace high, up-front capital infrastructure expenses with low, predictable costs, while also delivering other key benefits:

The service delivery chain

Cloud-based mobile workforce management solutions cover every step of the service chain—from planning and forecasting, to real-time intelligent scheduling, shift management, mobility and execution—underpinned by extensive user-defined analytics and dashboards to provide clear and intuitive reports. Optimised scheduling: Advanced resource scheduling and optimisation tools provide the main interface for dispatchers, supervisors and managers. Service companies can increase the efficiency of their workforce with by combining a powerful cloud-based scheduling and optimisation engine with strong decision support tools.

  • Multiple scheduling options and policies
  • Real-time optimisation immediately responsive to changes
  • Optimised scheduling using multiple factors, people, crews, contractors, assets and complexities
  • Street-level route optimisation
  • Intelligent and flexible appointment booking
  • Workflow dispatch and progress updates


Mobility that connects entire teams. 

Mobile enterprise field execution software should allow both field workers and dispatchers the convenience of real-time communications and full end-to-end visibility. By using real-time mobility, field workers can update dispatchers; they can update customers, thereby benefiting everyone with true connectivity and better productivityReal-time information, when and where you need it. View jobs, service histories, customer information.[unordered_list style="bullet"]

  • Mobile solutions should be compatible leading devices and operating systems, through all service workflows, and with 24/7 availability
  • Mobility is driven by apps. Don’t reinvent the wheel – build your business process using ready-made apps without having to code or go through a lengthy upgrade process
  • The enterprise mobility solution must offer a robust and scalable infrastructure that can adapt to the needs of the business and its users.
  • Cutting-edge capabilities include artificial intelligence and automation that anticipate and act proactively upon user’s needs

Real-time and historic service performance

Look at the entire service delivery chain - before, during and after the moment of service - and the collected business metrics that result from each moment. Make key performance metrics delivers strategic value to service organizations by placing graphical, easy-to-understand key performance metrics directly into the hands of executives and service managers. Each user chooses which actionable data to report based on their role and business challenges, from the C-suite to front line supervisors.

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