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New Research: Field Service Leaders Face a Growing Talent Crisis and ROI Challenge Even as They Double Down on AI Investment

What happened
Based on Salesforce News · Jul 30, 2026

Field service leaders invest heavily in AI to improve customer satisfaction and productivity, but workforce readiness and data fragmentation hinder ROI, according to Salesforce’s 2026 global survey of 2,317 professionals.

New Research: Field Service Leaders Face a Growing Talent Crisis and ROI Challenge Even as They Double Down on AI Investment
Salesforce News — Salesforce
Key points
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Field service leaders are investing heavily in AI to improve customer satisfaction, boost productivity, and increase revenue.
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But the pace of change is so rapid that organizations are also struggling to prepare their workforces.
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Salesforce’s new report, State of Field Service: The Road to Revenue in the Agentic Era, surveyed over 2,300 field service professionals across nine countries.
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It found that the biggest barrier to realizing AI’s full value isn’t the technology itself — it’s whether organizations can equip and retain the people who use it.
Key numbers
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Field service organizations are rapidly adopting AI, with 95% already using some form of the technology and 85% planning to increase investments within two years.
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The primary goals driving adoption are enhancing customer satisfaction (35%), mobile worker productivity (31%), safety (27%), and revenue (25%).
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AI tools are currently deployed for customer communication (54%) and field employee assistance (51%).

Field service organizations are rapidly adopting AI, with 95% already using some form of the technology and 85% planning to increase investments within two years. The primary goals driving adoption are enhancing customer satisfaction (35%), mobile worker productivity (31%), safety (27%), and revenue (25%). AI tools are currently deployed for customer communication (54%) and field employee assistance (51%).

While 85% of leaders report measuring AI ROI, concrete benefits are most evident in scheduling and dispatch, where 57% of users see higher revenue per job and productivity gains. Additional reported benefits include reduced emissions (52%) and lower labor costs (49%). However, these gains are uneven due to workforce challenges and data accessibility issues.

A workforce crisis is emerging, with two-thirds of leaders reporting increased mobile worker turnover over the past two years. Insufficient training and support during technology rollouts are cited as the leading cause. Compounding the problem, 61% of organizations say mobile workers lack access to critical customer data needed to act on AI recommendations.

Fragmentation in technology platforms exacerbates these issues, with only 16% of organizations reporting unified field and back-office systems. This lack of integration makes it difficult to measure AI effectiveness, with 40% of leaders struggling to assess performance. Organizations prioritize transparency, data security, and vendor support when selecting AI partners, reflecting the critical nature of AI infrastructure.

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