{"id":10428,"date":"2025-10-13T19:59:36","date_gmt":"2025-10-13T19:59:36","guid":{"rendered":"https:\/\/lightgoldenrodyellow-horse-236112.hostingersite.com\/resources\/salesforce-field-service\/"},"modified":"2026-01-21T16:00:41","modified_gmt":"2026-01-21T16:00:41","slug":"salesforce-field-service","status":"publish","type":"post","link":"https:\/\/cloudity.com\/fr\/salesforce-field-service\/","title":{"rendered":"Salesforce Field Service : r\u00e9volutionnez votre gestion des interventions"},"content":{"rendered":"
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\u00ab\u00a0Le projet CRM est fini !\u00a0\u00bb<\/h4>\n

Nous connaissons<\/span>\u00a0bien ce sentiment de\u00a0<\/span>soulagement<\/span><\/i>\u00a0\u00e0 la fin de plusieurs mois d<\/span>\u2019un projet de mise en place CRM.<\/span>\u00a0<\/span>Apr\u00e8s tout l<\/span>e temps pass\u00e9 \u00e0 c<\/span>hoisi<\/span>r<\/span>\u00a0<\/span>votre<\/span>\u00a0nouvel<\/span>\u00a0outil,<\/span>\u00a0<\/span>\u00e0\u00a0<\/span>en imaginer<\/span>\u00a0les\u00a0<\/span>caract\u00e9ristiques,\u00a0<\/span>\u00e0\u00a0<\/span>pens<\/span>er<\/span>\u00a0les\u00a0<\/span>strat\u00e9gies<\/span>, int\u00e9gr<\/span>er<\/span>\u00a0les\u00a0<\/span>processus\u00a0<\/span>et form<\/span>er<\/span>\u00a0les utilisateurs\u2026\u00a0<\/span>Maintenant t<\/span>out\u00a0<\/span>fonctionne<\/span>\u00a0enfin\u202f!\u00a0<\/span>Bravo\u202f!\u00a0<\/span>\u00a0<\/span><\/p>\n

Alors effectivement<\/span>,\u00a0<\/span>la partie<\/span>\u00a0<\/span>\u00ab\u202f<\/span>mise en \u0153uvre<\/span><\/i>\u202f\u00bb<\/span>\u00a0d<\/span>e votre\u00a0<\/span>CRM est termin\u00e9<\/span>e. M<\/span>ais<\/span>\u00a0<\/span>votre projet CRM<\/span>\u00a0ne l\u2019est pas et ne le sera\u00a0<\/span>probablement\u00a0<\/span>jamais<\/span><\/b>\u202f!<\/span>\u00a0<\/span><\/p>\n

Laisser<\/span>\u00a0votre outil vivre\u00a0<\/span>seul<\/span>\u00a0pendant les 3,<\/span>\u00a0les<\/span>\u00a05 prochaines ann\u00e9es,\u00a0<\/span>c\u2019est prendre le risque de<\/span>\u00a0devoir\u00a0<\/span>tout recommencer<\/span>, de devoir r<\/span>elancer un\u00a0<\/span>nouveau projet de mise en \u0153uvre<\/span>,<\/span>\u00a0et ce<\/span>\u00a0pour\u00a0<\/span>exactement<\/span>\u00a0<\/span>les m\u00eames raisons<\/span><\/b>\u00a0<\/span>qu\u2019<\/span>aujourd\u2019hui<\/span>\u202f!<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Lancez-vous dans l\u2019am\u00e9lioration continue du CRM<\/h3>\n
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Un CRM est un\u00a0<\/span>outil \u00e9volutif<\/span><\/b>, il doit s\u2019adapter aux\u00a0<\/span>nouveaut\u00e9s<\/span><\/b>, aux nouvelles demandes de vos utilisateurs, aux nouvelles proc\u00e9dures mises en place et aux\u00a0<\/span>nouvelles strat\u00e9gies<\/span><\/b>\u00a0de votre entreprise.\u00a0<\/span>\u00a0<\/span><\/p>\n

Travailler sur l\u2019am\u00e9lioration continue de votre outil, c\u2019est permettre une\u00a0<\/span>\u00e9volution permanente<\/span><\/b><\/a>\u00a0de celui-ci tant au niveau du fond\u202f:\u00a0<\/span>aspect technique<\/span><\/b>\u00a0(administration de l\u2019outil, d\u00e9veloppements) qu\u2019au niveau de la forme\u202f:\u00a0<\/span>aspect fonctionnel<\/span><\/b>\u00a0(Automatismes, UX, UI\u2026)\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n<\/div>\n

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Faire de votre CRM un outil p\u00e9renne<\/span>\u00a0et performant<\/span>, c\u2019es<\/span>t<\/span>\u00a0par exemple<\/span>\u202f:\u00a0<\/span>\u00a0<\/span><\/h4>\n<\/div>\n
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  • <\/i>\u00a0R\u00e9fl\u00e9chir sans cesse<\/span>\u00a0\u00e0<\/span>\u00a0<\/span>am\u00e9liorer son<\/span>\u00a0<\/span>utilisation quotidienne,\u00a0<\/span>son interface, ses processus<\/span>\u202f;<\/span>\u00a0<\/span><\/li>\n
  • <\/i>\u00a0C<\/span>hasser le<\/span>s<\/span>\u00a0<\/span>\u00ab\u202ftemps perdus\u202f\u00bb<\/span>, en clics, en actions dupliqu\u00e9es<\/span>, en informations superflues<\/span>\u202f;\u00a0<\/span>\u00a0<\/span><\/li>\n
  • <\/i>\u00a0Construire de nouvelle<\/span>s<\/span>\u00a0fonctionnalit\u00e9s,<\/span>\u00a0<\/span>interfacer votre CRM avec d\u2019autres outils\u202f;\u00a0<\/span>\u00a0<\/span><\/li>\n
  • <\/i>\u00a0Former & \u00ab\u202freformer\u202f\u00bb r\u00e9guli\u00e8rement vos \u00e9quipes\u202f;\u00a0<\/span>\u00a0<\/span><\/li>\n
  • <\/i>\u00a0Veiller \u00e0 son contenu, pour conserver une bonne qualit\u00e9 des donn\u00e9es\u202f;<\/span>\u00a0<\/span><\/li>\n<\/ul>\n<\/div>\n
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    Le CRM\u00a0<\/span>est\u00a0<\/span>un outil global<\/span>,\u00a0<\/span>strat\u00e9gique<\/span>. M<\/span>aintenir la\u00a0<\/span>cr\u00e9ation de valeur<\/span><\/b>\u00a0<\/span>tout au long de<\/span>\u00a0la vie de l\u2019outil<\/span>,\u00a0<\/span>c\u2019est\u00a0<\/span>s\u2019assurer\u00a0<\/span>d\u2019en conserver la\u00a0<\/span>performance<\/span><\/b>, l\u2019int\u00e9r\u00eat, mais aussi la<\/span>\u00a0<\/span>rentabilit\u00e9<\/span><\/b>.\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

    Nos id\u00e9es & conseils<\/h3>\n
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    Quelques exemples de ce que nos experts conseillent\u00a0<\/span>\u00e0<\/span>\u00a0nos clients\u00a0<\/span>pour les aider\u00a0<\/span>\u00e0\u00a0<\/span>am\u00e9liorer l\u2019exp\u00e9rience<\/span><\/b>\u00a0de leurs utilisateurs et l\u2019<\/span>efficience<\/span><\/b>\u00a0de leur outil\u202f:\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n<\/div>\n

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    Les mises \u00e0 jour \u00e9diteurs :<\/h5>\n

    La plupart des \u00e9diteurs de logiciels de CRM effectuent<\/span>\u00a0<\/span>des mises \u00e0 jour de l<\/span>eur\u00a0<\/span>outil r\u00e9guli\u00e8rement\u202f: suivre leurs\u00a0<\/span>recommandations<\/span><\/b>\u00a0et\u00a0<\/span>nouveaut\u00e9s<\/span><\/b>\u00a0vous permet de garder votre outil \u00e0 jour<\/span>\u00a0<\/span>et d\u2019am\u00e9liorer certaines fonctionnalit\u00e9s pour le\u00a0<\/span>confort<\/span><\/b>\u00a0de vos utilisateurs.\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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    Les Quick Win\u202f:\u00a0<\/span>\u00a0<\/span><\/h4>\n

    A<\/span>utre\u00a0<\/span>moyen de mettre \u00e0 jour facilement votre\u00a0<\/span>CRM<\/span>\u202f:\u00a0<\/span>la mise en place d\u2019une\u00a0<\/span>boite \u00e0 id\u00e9e<\/span><\/b>s<\/span><\/b>. Que celle-ci soit directement int\u00e9gr\u00e9e dans l\u2019outil<\/span>\u00a0ou non, mettez \u00e0 la disposition de vos utilisateurs un espace d\u2019\u00e9change anonym<\/span>e<\/span>, triez les demandes et\u00a0<\/span>exaucez les plus demand\u00e9es\u202f:\u00a0<\/span>une mani\u00e8re efficace de montrer \u00e0 vos \u00e9quipes que l\u2019outil\u00a0<\/span>\u00e9volue<\/span><\/b>\u00a0et\u00a0<\/span>s\u2019adapte<\/span><\/b>\u00a0\u00e0 leurs utilisations<\/span>\u00a0par des\u00a0<\/span>am\u00e9liorations concr\u00e8tes<\/span><\/b>\u00a0au quotidien<\/span>.<\/span>\u00a0<\/span><\/p>\n

    Suivi d\u2019indicateurs de performance\u202f:\u00a0<\/span>\u00a0<\/span><\/h4>\n

    L<\/span>a mise en place de\u00a0<\/span>KPI efficaces<\/span><\/b>\u00a0et d\u2019un\u00a0<\/span>tableau de bord<\/span><\/b>\u00a0de contr\u00f4le\u00a0<\/span>afin<\/span>\u00a0d\u2019avoir une vision globale sur l\u2019utilisation du CRM<\/span>\u202f:\u00a0<\/span>connexion<\/span>s<\/span>\u00a0des utilisateurs,\u00a0<\/span>mises \u00e0 jour des donn\u00e9es, taux de remplissage d<\/span>es enregistrements\u2026\u00a0<\/span>Faire un suivi r\u00e9gulier de ces indicateurs\u00a0<\/span>permet de d\u00e9celer d\u2019\u00e9ventuelles failles\u00a0<\/span>de l\u2019outil<\/span>, ou au contraire de valider l\u2019efficacit\u00e9 de nouve<\/span>aut\u00e9s mise<\/span>s<\/span>\u00a0en \u0153uvre\u00a0<\/span>par des \u00ab\u202fpreuves\u202f\u00bb\u00a0<\/span>tangibles<\/span><\/b>\u00a0et\u00a0<\/span>mesurables<\/span><\/b>.\u00a0<\/span>\u00a0<\/span><\/p>\n

    Mini-Audits\u202f:\u00a0<\/span>\u00a0<\/span><\/h4>\n

    R\u00e9aliser p\u00e9riodiquement des \u00ab\u202f<\/span>mini-audits<\/span><\/b>\u202f\u00bb\u202f: en envoyant des enqu\u00eates de satisfaction \u00e0 vos utilisateurs, puis en vous appuyant sur l\u2019aide d\u2019un expert CRM pour analyser leurs retours et l\u2019utilisation de votre outil sur un scope pr\u00e9cis. Regrouper l\u2019\u00e9quipe projet initiale pour remettre en place des \u00ab\u202fmini-projets\u202f\u00bb d\u2019am\u00e9liorations, qu\u2019ils s\u2019agissent d\u2019actions correctives ou bien de nouveaut\u00e9s.\u00a0<\/span>\u00a0<\/span><\/p>\n

    Am\u00e9liorations horizontales et verticales :<\/span>\u00a0<\/span><\/h4>\n

    Am\u00e9liorer votre CRM de mani\u00e8re verticale, c\u2019est-\u00e0-dire en apportant des\u00a0am\u00e9liorations sur des<\/strong>\u00a0fonctionnalit\u00e9s<\/strong>\u00a0d\u00e9j\u00e0 mises en place (automatismes suppl\u00e9mentaires, am\u00e9lioration de l\u2019interface) ou bien de mani\u00e8re horizontale, c\u2019est-\u00e0-dire en augmentant le\u00a0nombre de fonctionnalit\u00e9s<\/strong>\u00a0(param\u00e9trage de nouveaux\u00a0<\/span>clouds<\/span>) pour inclure plus d\u2019utilisateurs au sein de l\u2019outil et insuffler toujours plus de motivation et de communication entre vos \u00e9quipes.<\/span>\u00a0<\/span><\/p>\n<\/div>\n<\/div>\n

    Et puis recommencez\u202f!<\/h3>\n
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    L\u2019am\u00e9lioration continue est un travail infini,<\/span>\u00a0qui demande\u00a0<\/span>r<\/span><\/b>\u00e9gularit\u00e9<\/span><\/b>\u00a0et\u00a0<\/span>pers\u00e9v\u00e9rance<\/span><\/b>\u00a0<\/span>pour toujours faire mieux, pour ne pas se satisfaire de l\u2019existant. C\u2019est un travail\u00a0<\/span>indispensable dans le\u00a0<\/span>maintien<\/span>\u00a0<\/span>fonctionnel\u00a0<\/span>de vo<\/span>tre<\/span>\u00a0outil<\/span>,\u00a0<\/span>pour \u00e9lever le niveau de\u00a0<\/span>qualit\u00e9<\/span><\/b>\u00a0et de\u00a0<\/span>performance<\/span><\/b>\u00a0<\/span>de celui-ci<\/span>.\u00a0<\/span>\u00a0<\/span><\/p>\n

    Votre<\/span>\u00a0CRM est avant tou<\/span>t<\/span>\u00a0un outil au service de la\u00a0<\/span>strat\u00e9gie<\/span><\/b>\u00a0d<\/span>e l\u2019<\/span>entreprise, les\u00a0<\/span>donn\u00e9es<\/span><\/b>\u00a0qu\u2019il contient participe<\/span>nt<\/span>\u00a0tr\u00e8s largement \u00e0 votre succ\u00e8s,<\/span>\u00a0<\/span>et dans un contexte en mutation perp\u00e9tuelle,\u00a0<\/span>o\u00f9 la concurrence est de plus en plus accrue, les clients de plus en plus exigeants,\u00a0<\/span>garder un outil op\u00e9rationnel et actuel ne peut qu\u2019am\u00e9liorer consid\u00e9rablement\u00a0<\/span>votre\u00a0<\/span>efficience<\/span><\/b>.\u00a0<\/span>\u00a0<\/span><\/p>\n

    Choisissez un\u00a0<\/span>accompagnement efficace<\/span><\/b>\u00a0pour la mise en place de cette d\u00e9marche d\u2019am\u00e9lioration progressive du CRM. Suivez les conseils d\u2019<\/span>experts CRM\u00a0<\/span><\/b>pour guider vos \u00e9quipes, pren<\/span>ez<\/span>\u00a0du recul sur vos processus, et\u00a0<\/span>soyez\u00a0<\/span>toujours<\/span>\u00a0<\/span>en lien avec les bonnes pratiques \u00e9diteur.\u00a0\u00a0<\/span>\u00a0<\/span><\/p>\n

    Article r\u00e9dig\u00e9 par Charlotte Breton.<\/em><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    \u00ab\u00a0Le projet CRM est fini !\u00a0\u00bb Nous connaissons\u00a0bien ce sentiment de\u00a0soulagement\u00a0\u00e0 la fin de plusieurs mois d\u2019un projet de mise en place CRM.\u00a0Apr\u00e8s tout le temps pass\u00e9 \u00e0 choisir\u00a0votre\u00a0nouvel\u00a0outil,\u00a0\u00e0\u00a0en imaginer\u00a0les\u00a0caract\u00e9ristiques,\u00a0\u00e0\u00a0penser\u00a0les\u00a0strat\u00e9gies, int\u00e9grer\u00a0les\u00a0processus\u00a0et former\u00a0les utilisateurs\u2026\u00a0Maintenant tout\u00a0fonctionne\u00a0enfin\u202f!\u00a0Bravo\u202f!\u00a0\u00a0 Alors effectivement,\u00a0la partie\u00a0\u00ab\u202fmise en \u0153uvre\u202f\u00bb\u00a0de votre\u00a0CRM est termin\u00e9e. Mais\u00a0votre projet CRM\u00a0ne l\u2019est pas et ne le sera\u00a0probablement\u00a0jamais\u202f!\u00a0 Laisser\u00a0votre outil vivre\u00a0seul\u00a0pendant les […]<\/p>\n","protected":false},"author":1,"featured_media":10189,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Salesforce Field Service : r\u00e9volutionnez votre\u2026 - Cloudity","_seopress_titles_desc":"\u00ab\u00a0Le projet CRM est fini !\u00a0\u00bb Nous connaissons\u00a0bien ce sentiment de\u00a0soulagement\u00a0\u00e0 la fin de plusieurs mois d\u2019un projet de mise en place CRM.\u00a0Apr\u00e8s\u2026","_seopress_robots_index":"","footnotes":""},"categories":[213],"tags":[208],"class_list":["post-10428","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-field-service"],"acf":[],"_links":{"self":[{"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/posts\/10428","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/comments?post=10428"}],"version-history":[{"count":0,"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/posts\/10428\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/media\/10189"}],"wp:attachment":[{"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/media?parent=10428"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/categories?post=10428"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cloudity.com\/fr\/wp-json\/wp\/v2\/tags?post=10428"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}