Author: Simon Kuntz
Summary: This case study discusses how companies can use Salesforce Field Service to match high-priority leads with top-performing salespeople. By configuring numerical fields and custom objects, and applying specific scheduling policies and work rules, businesses can ensure that highly skilled sales resources are prioritized for important deals while conserving their capacity. The solution improves scheduling quality, resource utilization, and performance by optimizing candidate selection for high and low-priority appointments.
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