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| Date post: | 16-Apr-2017 |
| Category: |
Software |
| Upload: | salesforce-partners |
| View: | 69 times |
| Download: | 1 times |
Contractor Mgmt in FSL ● Define● Qualify● Implement
Nikolai (Niko) Avrutov
Agenda
● Contractor Defined● Qualify requirements● Demo with excellence● Q&A
“Contractor” - definedOutlining 3 categories
Contractor Types and Where You are Likely to Find Them
● 100% dedicated to the company with visibility to availability
● Employment terms are of an external employee
● Multiple resources● Single point of contact● No visibility to
availability etc
● Part time● Named or Company● Limited Visibility to
availability etc
Named Contractor Contracting Company Occasional Contractor
Supported, but commerciallyChallenging at the moment
Supported by FSL Supported by FSL
QualifyDetermine what kind of contractor your prospect is working with and how
Qualification questions - what kind of contractorDo you work directly with individual contractors or their schedulers/supervisors?
Do you have visibility to contractor’s skills and availability?
What are your top 3 challenges in working with contractors today?
How do you assign work to contractors today?
Do contractors confirm receipt of work?
What kind of information do you gather from the work contractors do? Is it different from the info gathered by internal resources?
How do you prioritize when to use contractors vs internal resources?
Are contractors paid per job or hourly? How about travel?
Company contractors - what scheduling systems do they use?
Addressing Contractors in an ImplementationImplement with Excellence
Named Resource vs. Capacity Based
❏ Easy to show and use functionality
❏ FSL offers most advanced contractor-related functionality available on the market
❏ Scheduling logic differentiates for contractors
❏ Emphasize broader functionality
❏ Communities - excellent use case
Key:
● You are covered from functionality perspective
● Biggest challenge is in actually working with contractors
● Help your customer define the best strategy
Resources
Leverage the Video Guide to Discover Current Abilities
● 20+ ~3min videos● All aspects of the app
○ (Features, Optimization, UI, Logic)● Covers all roles
○ (dispatch, agent, technician, admin)
Excellent reference for quick and insightful answers
https://www.youtube.com/watch?v=C3Ta7w-NQVU
