What is Field Service Management? “Field service management,” or FSM for short, is used in reference to field service philosophies, processes, and strategies — as well as the technologies used to execute them. That said, all aspects of FSM — people, policies, processes, tech, and on so on — support the same goal: delivering positive…
LEARN MORE
Salesforce Field Service and Dynamics 365 Field Service stand out as leaders in the crowded FSM landscape. Both are powerful, AI-driven FSM platforms that use big data to fuel service operations and drive customer outcomes. Both provide a unified workspace for managing customers, communications, service requests, and ever-changing schedules. And, both offer robust customization options,…
LEARN MORE
In case you’re wondering, route optimization solutions and scheduling & dispatch software are technically two distinct types of tech. Route optimization is the process of determining the most efficient and cost-effective routes for field technicians or delivery personnel. It aims to minimize travel time, reduce costs, and maximize productivity by optimizing the sequence of stops…
LEARN MORE
Field Service Management (FSM) reporting software empowers organizations to leverage data for strategic, real-time decision-making across the entire business. This software centralizes and analyzes data on field operations, providing actionable insights that support everything from daily field operations to long-term strategic planning. Here’s a breakdown of how FSM reporting software works, what it offers, and…
LEARN MORE
AI and Automation Help Finance Teams Increase Their Strategic Role To help finance teams play a more strategic role within their companies, Microsoft is leveraging next-generation AI to automate common activities in Dynamics 365 Finance. This gives more time back to end-users and reduces resource costs—while also providing valuable insights for faster decision-making. With Microsoft…
LEARN MORE
Increasing Customer Satisfaction While Optimizing Technician Productivity Providing services to customers in the field is all about increasing first-time fix rates and improving customer satisfaction. At the same time, service organizations need to keep costs low by optimizing resource productivity—through advanced scheduling and giving technicians mobile capabilities. No matter the size of your operation, Microsoft…
LEARN MORE
Creating a unified view of customers is essential for delivering exceptional service and building long-lasting, mutually beneficial relationships. However, creating a unified view of everything about your customers is easier said than done, especially if your field service company relies on a mishmash of different applications with data stored across many different systems. Dynamics 365…
LEARN MORE
Background City Facility Management is a global organization providing facility management services to clients as a one-stop-shop for proactive and reactive facilities-based initiatives. City manages everything from HVAC systems, freezers, lawn care, and much more for its clients – Wal-Mart being one of the largest. Velosio engaged with City when its incumbent Microsoft partner demonstrated…
LEARN MORE
Look, metrics matter. The data points you decide to track could determine whether you survive or thrive in today’s competitive field service landscape. These numbers are your windows into operational efficiency, customer satisfaction, and overall business performance. But — amid a sea of data and millions of potential KPIs, finding the metrics that perfectly align…
LEARN MORE
Over the last, maybe, decade and a half, we’ve watched incumbent retailers, media empires, and entire sectors fall to digital disruptors. Now, many of those “tech-native upstarts” face their own reckonings, as algorithms perpetuate misinformation, stable jobs continue to morph into app-based gigs, and “freemium” subscriptions struggle to make good on ‘billion-dollar valuations.” Despite the…
LEARN MORE
