Pivital leverages Field Nation's Salesforce integration to improve service efficiency and transparency

SUCCESS STORY

Pivital leverages Field Nation’s Salesforce integration to improve service efficiency and transparency

Pivital boosts visibility with Field Nation–Salesforce integration in real time.

Customer

Pivital has been a Field Nation customer since 2014 and uses on-demand labor to complement full-time engineers.

Challenge

They managed work orders in two separate systems, switching between Field Nation and Salesforce to track requests.

Solution

By integrating Salesforce Service Cloud with Field Nation, Pivital eliminated the need for dual-screen updates and gained real-time visibility. This integration improved service efficiency, reduced swivel-chair work, and strengthened their delivery model.

Industry Information Technology (IT)
Topics Discussed Salesforce integration, On-demand labor, Service efficiency, Project visibility
Size Mid-market (MM)

Summary

Pivital has been a Field Nation customer since 2014. They initially chose Field Nation to help source a large network of skilled technicians for their field service needs. By using on-demand labor to complement its full-time engineers, Pivital has increased cost efficiency and improved service delivery. Pivital uses Salesforce Service Cloud to capture and manage service requests from clients. Before integrating Salesforce with Field Nation, they used two screens to manage work orders, one for the Field Nation platform and the other for Salesforce.

Over $6.6M of work enabled by integration over a 12-month period

The integration supported significant throughput across their service operations.

Bi-directional inputs reduced swivel-chair updates between SFDC and Field Nation by 20–25%

Automatic syncing decreased manual work and improved operational flow.

Enhanced visibility leading to improved project management efficiency

Real-time data improved resource coordination and oversight.

Increasing efficiency through skilled labor and smarter tools

Pivital has been a Field Nation customer since 2014. They initially chose Field Nation to help source a large network of skilled technicians for their field service needs. By using on-demand labor to complement its full-time engineers, Pivital has increased cost efficiency and improved service delivery.

Real-time visibility through Salesforce integration

Pivital uses Salesforce Service Cloud to capture and manage service requests from clients. Before integrating Salesforce with Field Nation, they used two screens to manage work orders, one for the Field Nation platform and the other for Salesforce.

Skillsets found on Field Nation

Low-voltage cable pulling, installation, and surveying

Structured cabling installation

Network equipment troubleshooting, configuration, and surveying

Wireless network support

A note about our model: Field Nation is a software company and labor marketplace that enables companies to connect with thousands of independent contractors with skills in a variety of work types. Companies are responsible for defining and posting the work, negotiating and engaging the technician, and reviewing and approving each work order. Independent contractors are responsible for entering and updating their platform profiles to advertise their skills, experience, and preferences, as well as choosing when and how they want to work and manage their business.