Salesforce OmniStudio 2023: Developing Mobile Apps – Field Service
If you have been following our posts, you might know already that OmniStudio for Salesforce declarative tool can be used for literally hundreds and thousands of use cases across any industry. One way in which this 2023 offering from the #1 CRM can also be used is to develop and build mobile applications. We don’t want to bore you with hours of details, so we picked one use case where OmniStudio mobile apps can be particularly beneficial. So read on if you want to learn more about how this technology benefits both companies and everyday workers.
OmniStudio for Field Services:
Field Services span a wide range of activities ranging from maintenance to construction, IT support to installations, and much more. The factor that all these services have in common is that they must be performed away from the office in order to meet a physical need of a customer, such as having a house or office constructed or a gas leak fixed.
Streamline Field Service
Field services have already greatly benefited from digitization by gaining greater connections between field workers and also communication between companies and those on the ground. OmniStudio takes this to the next level by helping field services use mobile apps to track shipping progress, view customer information, and streamline changing work orders on the go. So teams need never drop a ball or skip a beat while working in the field. Customer issues can become a thing of the past, with all field service workers having mobile access to the latest client needs and requests.
The entire Field Service process can be swiftly managed via OmniStudio with live push and pull of Salesforce data to track, schedule, and analyze all interactions between field service agents, companies, and customers. Even though this technology is super powerful software, it is not a mobile app. The solution? It is easily accessible via a range of OmniStudio partners. We discuss some of the major players below.
Top Field Service Apps
Salesforce Field Service
Salesforce Field Service integrates with OmniStudio, and any other Salesforce App for that matter, to provide a mobile app that works with live push and pull of Salesforce data. With Salesforce Field Services, representatives on the ground can get all the information they need at their fingertips, which includes order numbers, invoices, full customer details, customer history, and much more. Unfortunately, Salesforce Field Service is on the pricey side and is pretty complicated to set up, but if you can get past these problems, then it is a reliable option.
FieldAware provides an intuitive and simple-to-use mobile app for Field Service workers. It can be integrated with Salesforce and provides live tracking functions so companies can monitor operations and logistics as they happen on the ground. FieldAware does have some drawbacks though, like Salesforce Field service, which is on the expensive side and has a complicated setup. The real downside of FieldAware is that its integration with Salesforce is somewhat patchy, and you won’t really get the full power of the leading CRM.
ServiceMax is another solid option for a field service mobile app that is integrated with OmniStudio, and it has a great capacity to connect the entire field service lifecycle from organizing and scheduling orders to sending shipments and much more. Even though ServiceMax integrates pretty well with this technology, its general range of integrations is limited. So if you want to integrate with other third parties, it is probably best to look elsewhere.
Praxedo makes this list because of its user-friendly interface, as well as the fact that it is relatively flexible and, with the right knowledge, can be used to develop customized solutions for your field services needs. Unfortunately, it can’t integrate well with OmniStudio without heavy development in the form of APIs and company-specific integrations. Similarly, it is not your go-to tool for complete management of your field service operations. The short answer here is that you can do a lot better than Praxedo.
Titan Web: OmniStudio Alternative
We round out our review of top mobile apps for field service by taking a look at Titan Web. Titan Web is a no-code solution that integrates natively with Salesforce while also being easy on the budget. Titan Web takes a mobile-first approach, so you can use this app on your mobile from anywhere in the world to coordinate field agents, corporations, orders, tracking information, customer queries, and much more.
Titan’s app is 100% flexible and allows you to view analytics and reports in any layout with no code. As an app for businesses and vendors with field services, who also want integration with OmniStudio, it ticks all the right boxes in terms of integration power, affordability, and ease of use. With Titan, you and your employees get to skip all the lengthy development work, along with the associated cost, and you can simply start working right out of the box. All tools and setup are drag-and-drop to create sophisticated web products that have real-time Salesforce data and streamline your flow visually. One of our best offerings is that we actually give you the ability to create your own web app rather than having to give it our company brand. With Titan, you speed up time to value and go to market while being able to work with any standard or custom object. We are here to empower you, and the sky is the limit.
The Best Mobile App for Field Services
If you liked the sound of Titan’s agile solution and want to learn more about how our mobile app might benefit your business, then feel free to schedule a demo today. Our company is customer focused, and we go the extra mile to ensure you receive top support from Salesforce experts to implement your custom solutions.
If you liked learning about Omnistudio’s declarative tool, why not read about No-code Web Apps?
Read more about Titan’s Native Integration with the Salesforce Experience Cloud
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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.