Tag: IoT based applications

10 Factors You Need To Consider When Buying a Field Service Software

10 Factors You Need To Consider When Buying a Field Service Software

Asset driven organizations spend tremendous amounts of time thinking of new ways to reduce costs, prevent downtime, and ultimately increase their overall performance and revenue. One way to become successful in implementing a sophisticated Field Service Management System (FSM).

Use of Field Service Management software can meet all your demands to manage successfully, watch, and track your field services. But before that, you need to ensure you are getting the best deal for your company.

Here are the ten factors you need to consider while buying Field Service Software:

  • User Experience

User experience is essential for every software and especially for software having a pivotal commercial application. It has a direct impact on your employee’s wellbeing. Frequent software crashes, slow instances, difficult navigation, and even hard to understand the UI define the poor user experience.

Not only frustrated employees but along with that, you have to face disappointed customers, which entirely defeats the purpose of using the software in the first place. Make sure you watch out for the user experience of the software. Consult with other users and take reviews from them and other sources.

  • Online Reviews

To get to know about the reviews, you just need to look into other businesses like yours that have dealt with issues you might be struggling with and the extent to which the software has helped them. Look for detailed reviews with extensive criticism, explained with pros and cons. Decide accordingly whether the software suits your needs.

  • Customer Care Service

You might be well aware of the feeling of sitting on hold for hours, waiting for someone, and if you are unfortunate, you have to contact them repeatedly to get your job done. It is very pesky. 

Beware of field service software providers that impress prospects with a remarkable pre-purchase experience but fail later on when the lead has converted, and they’re suffering from post-implementation issues. You have to get to know about it much earlier than you integrate it into your daily life.

  • Development cycle frequency

It is essential to know about the development cycle, followed by the organization. Most development cycles prove commitment to innovating and improving the existing product since there is no such thing as perfection. This can be a continuous basis as a sign of trust from the organization.

  • Training and knowledge base

Creating software as a product is very easy for any tech-savvy user, but it is not the right way to make a full-featured product. High-quality training is essential for the field service organization as a whole to create full-fledged software.

Professional software isn’t cheap, so expectations of a significantly increased efficiency are justified. If your team requires 10% of the features and doesn’t know about the remaining 90% is not profitable. Invest in training your team to use the features of the software entirely.

  • Mobility

A field service management software is of no use if it doesn’t have a mobile option. With smart mobile service, technicians can get real-time access to job details such as service requests, invoicing details, and warranty details.

It would help if you tried to look for features such as in-field triage and schedule adjustments based on domain knowledge, availability of parts, and proximity. Allowing technicians this sort of transparency can improve your first-time fix rate and create an opportunity to keep customers. There should also be the accessibility to the software even without the internet so that the work orders and fill updates can still be completed.

  • Customer portal

A customer portal is a digital self-service solution that brings choice and visibility to your customers. There are many benefits to having a customer portal, including reducing costs, increasing visibility, expediting cash flow, improving customer communications, enhancing customer experience, and retention. It has also been observed that the customer portal also enhances the revenue of the company.

  • Blending dispatching capabilities

FSM software should have accessible dispatching services. If you have a blended workforce, you should search for third-party dispatch software to cater to your company’s needs. The dispatch software should automatically assign jobs to employed, third-party, or simultaneously to a blended workforce. The specified service can allow for more flexibility around delivery and improve profit margins. 

  • Predictive Maintenance Capabilities

In this era, where instant gratification is the market mantra. You need to know about the customer’s problem before they even know about it. Field service IoT solutions provide high-quality predictive maintenance that can fix appliances before an issue even arises.

Connected device data can identify pre-failure conditions and predictive maintenance. This will also give managers plenty of time to schedule a technician for the repair if one is needed on-site.

  • Up-to-date

You don’t want to use software that works with old-style workflows, delayed responses, lack of device compatibility, poor UX, and poor customer service. You need to make sure you buy the best up-to-date software, also meeting the above-stated points.

Consult about this with other businesses about the technological time frame of the software. You don’t want to burn your workflow using old software.

CEPTES is a Salesforce Silver Consulting Partner that can guide you as your strategic partner to speed up the business value of your Salesforce.com investment through app development, consultation, digitization, and innovation. 

To know more, contact us.


Top Salesforce QA Trends and Best Practices

As a player in the field of business, I hope you will be well aware that finding a post-production bug is like tossing the customer faith & trust with ten times costlier than finding the same in the early stage of the cycle. Moreover, the fix needs to go through the complete release cycle of Development, Testing, Build & Release, and then into the production or as a bug fix release, which is time-consuming as well. 

So, how to avoid such challenges? 

To avoid such challenges, we can follow any of the approaches,

Avail a half-cooked solution and face the same issue again and again, which will block progress again & again.


You can engage the full team of certified professionals starting from Business Analysts, Solution Architects, Designers, Developers, Testers, QA experts. This will not only provide a safe & secure solution but also on-time completion with the required additional resources on an ad hoc basis.

The current trends in the field of Salesforce QA testing are:

  • Rapid Digital Transformation: Since there is an increase in digitization of the business, there will be an increase in demand for QA testing using Salesforce
  • Continuous Integration: The Salesforce QA testers should adapt themselves to start testing the application as early as possible. It is better to test the application in collaboration with the development team.
  • Shift to cloud-based and IoT based applications: QA testers should be aware of cloud-based, and IoT applications
  • Increase in Test automation: There will be an increase in test automation. So, QA testers should be aware of the latest tools used in the testing sector
  • Performance Engineering: QA testers should understand performance engineering, which includes a better understanding of code, database schema, and queuing theory.
  • AI + Testing: The advent of AI has given rise to AI-driven testing and quality assurance.

The next question comes here, to have a robust solution, what all the different types of testing we cover in our QA coverage?


Functionality Testing Testing of all supported Functionality.
Security Testing All Security related test cases to uncover the vulnerabilities of the system to determine the data & resources are protected.
Performance Testing Performance testing is to determine the speed, responsiveness, and stability of the application under a workload.
Frontend & Backend Testing Frontend and Backend testing is to test the presentation layer of a three-tier architecture in a web application.
Lightning Testing Service Salesforce Lightning Testing Service (LTS) is to mitigate the risk of complexity.
Classic Testing Salesforce Classic testing to validate the configuration and customization performed in SDFC.
UAT Support for User Acceptance Testing (UAT).
Regression Testing Regression Testing to verify the existing functionality after any code change.
Workflow Testing Workflow Testing to check each software workflow accurately reflects the given business process.
Configuration Testing Configuration Testing to check with the different combinations of software and hardware to find out the optimal configurations that the system can work without any issues.
Acceptance Testing Acceptance Testing is to determine whether or not the software system has met the required specifications.
Production & Release Testing Production and Release Testing during product deployment.
Integration Testing Integration Testing to test individual units are combined and tested as a group.
Usability Testing Usability Testing to observe users as they attempt to complete the tasks with different types of designs, from user interfaces to physical products. This includes Lightning testing, LWC testing, VF Page testing etc.
Unit Testing Unit Testing by the Development team.
Customization Testing Customization Testing is a process of testing and analysis in-house using the latest technologies to verify the solutions for the custom products.
Sandbox Testing Sandbox Testing is an isolated environment to test without affecting the platform.
Automation Testing Automation Testing, to automate all possible regression test cases and run in each & every release cycle through automation. This will be efficient & reduce the manual effort.
Salesforce1 Testing Mobile Salesforce Testing to verify the application is working as expected in the mobile platform.
Compatibility Testing Cross-Browser Compatibility Testing, to verify the application is working as expected across different browsers.
API Testing API Testing, through Postman & Workbench.
Integration Testing Data Integration Testing, to verify the module or component which works fine individually, does not have any issues when integrated.
Low Code Testing Salesforce Low Code Testing, to verify the Flows, Quick Action, Strategy Builder, etc.


As we already know manual testing is time-consuming & repetition of the same is not error-free. Also, manual testing of Salesforce CRM is not possible, for efficient & error-free results, automation is the best solution, which will reduce cost due to on-time investment, and help to increase the ROI also.

So, if we will conclude the overall benefits of the best practices, then we get the whole product efficiency, optimization of the processes, better customer experience with growth in the earnings, and many more. If you need Certified Salesforce QA service can contact us.