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Description

We empower businesses by providing essential mindsets and tools that enable quicker learning, improved decision-making, and the removal of communication obstacles, all aimed at enhancing business outcomes. Our team will collaborate with you to implement the CrossLead framework, a validated approach designed to foster business agility throughout your organization. We also provide certification programs tailored for individuals, teams, and entire organizations. You can either join one of our open-enrollment courses or work alongside us to create a customized program that meets your specific needs. Are these tools familiar to you? A significant number of management techniques still in use today were conceived over a century ago with the primary aim of increasing efficiency. These strategies, combined with the command-and-control management style advocated by Frederick Winslow Taylor, continue to have a lasting impact on numerous organizations in the present day. Understanding the historical context of these practices can help organizations innovate their approach to management and adapt to modern challenges.

Description

Agentforce Field Service is a comprehensive, agent-first platform built to modernize field operations and workforce management. It enables companies to orchestrate everything from break-fix repairs to inspections and proactive maintenance with intelligence and speed. By unifying customer records, asset data, and service history, teams gain full visibility into every job and interaction. AI-driven scheduling automates appointment coordination, dynamically adjusting to disruptions while keeping customers informed. The mobile experience is designed for real-world conditions, offering offline functionality, rapid data sync, and customizable workflows for technicians. Dispatchers can efficiently assign work based on skills, availability, and geography using advanced optimization tools. Predictive asset management capabilities help organizations anticipate failures and schedule service before downtime occurs. Operations dashboards powered by analytics provide real-time KPIs and conversational insights for smarter decision-making. Visual Remote Assistant reduces unnecessary truck rolls by connecting customers to experts through live video guidance. Together, these capabilities empower businesses to increase efficiency, reduce operational costs, and deliver seamless, proactive service experiences at scale.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Real-Time CDP No 
Augmentir No 
Collate No 
Fin No 
Flosum No 
Metazoa Monarch No 
Neuron7 No 
Salesforce No 
Salesforce Agentforce Net Zero No 
Salesforce Agentforce Service No 
VSight Workflow No 

Integrations

Adobe Real-Time CDP Yes 
Augmentir Yes 
Collate Yes 
Fin Yes 
Flosum Yes 
Metazoa Monarch Yes 
Neuron7 Yes 
Salesforce Yes 
Salesforce Agentforce Net Zero Yes 
Salesforce Agentforce Service Yes 
VSight Workflow Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$75.00 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CrossLead

Country

United States

Website

www.crosslead.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/service/field-service-management/

Product Features

Work Order

Contract Management No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing No 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

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