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Automotive Company

Driving Real-Time Inventory Management and Optimized Scheduling 

Salesforce-Based Order Management System

Situation

A company in the automotive industry operated with unique service processes and workflows, which required custom features to improve the scheduling and dispatching of field service technicians. 

In addition to this, their existing solution, Salesforce Field Service Lightning (FSL), needed to be customized and integrated with their inventory management system to streamline operations.

Impact

Without addressing these challenges, the company risked operational inefficiencies, including technicians arriving without the necessary parts, which could lead to customer dissatisfaction.

Resolution

Relevantz provided support for the Salesforce-based order management system built on Salesforce Sales Cloud and Field Service Lightning. Key customizations included: 

  • Adding custom objects and fields to capture industry-specific data 
  • Optimizing technician scheduling 
  • Integrating with the inventory management system 
  • Implementing advanced reporting and analytics
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Outcomes

For the automotive company, we tailored Field Service Lightning (FSL) to meet the client’s specific needs. This led to: 

  • Efficient technician scheduling: Optimized dispatching, reducing delays. 
  • Real-time inventory management: Ensured technicians had the necessary parts on hand. 
  • Improved technician productivity: Enabled technicians to complete tasks on the go. 
  • Data-driven decision-making: Enhanced reporting and analytics for better resource allocation.