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Field Nation + Salesforce = Pivital Success

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

April 24, 2023


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
  • Bi-directional inputs reduced swivel chair updates between SFDC and Field Nation by 20-25%
  • Enhanced visibility leading to improved project management efficiency

"Before using the Field Nation-Salesforce integration, our team had to ‘swivel’ between platforms. This meant double the work and was definitely not optimal. The integration has saved time and allowed us to provide clients with real-time updates on project status, which is critical for our business."

Vice President of Service Solutions and Engineering

Jason Gay

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