Tag: Service Cloud

Salesforce Integration

Slack & Salesforce Integration: What’s New & How to Integrate?

One of the most popular communication & team collaboration applications Slack, which has 12 million daily active users, has added a few new integrations with Salesforce’s Sales Cloud & Service Cloud. The Salesforce & Slack integrations will enable both the solutions users now to communicate in real-time between Slack & Salesforce Chatter. This integration will boost team collaboration & productivity. 

Slack users can now search and preview Salesforce Sales Cloud & Service Cloud records including accounts and opportunities within the app by using a slash command. As per another new feature, now users can send Salesforce records related to an account or case to another individual Slack user or a channel directly. Sales & service reps using Salesforce can now see Slack conversations related to a Salesforce record. 

Slack rolled out its first integration with Salesforce’s Sales Cloud back in 2016. Apart from the latest integration, we can expect a lot of integrations coming in the near future. The latest integrations will surely be going to make sales & service more seamless and collaborative for both the platform users. 

How to integrate Salesforce & Slack?

You can integrate your Salesforce CRM with Slack using multiple ways such as using APIs (Native Integrations), & Third-party integration tools. The Salesforce-Slack integration enables you to search your Salesforce instance from Slack, and share results in Slack. The integration will also help users share messages both ways between Salesforce Chatter & Slack. In order to integrate & use both the solutions, The Slack AppExchange app needs to be downloaded from the Slack App Directory (www.slack.com/apps). It is recommended to read the installation guide carefully. You can get AppExchange plug-in for Slack here

Native Integrations/APIs
The Slack and Salesforce CRM integration allow users to search and share Salesforce contact and account records and share leads and opportunities. Please refer to this Slack KB article to see the options for integrating both the systems and also how to install Salesforce CRM access from Slack’s App Directory. 

Third-Party Integrations
There are various third-party tools available using which you can integrate Salesforce & Slack. However, we recommend you to verify any third-party tool before installing and to be cautious while deploying. 

 

Source: Salesforce.com, Slack.com

Salesforce

Salesforce Introduced Lightning Order Management

Product innovation is something that sets Salesforce apart. After announcing Manufacturing Cloud & Consumer Goods Cloud last month, Salesforce has launched its own Lightning Order Management System to enable brands to deliver end-to-end commerce experience spanning from shopping to shipping. 

E-commerce has changed over the years with an increased number of players as well as huge customer adoption. However, customer expectations have also raised up. Along with quick and seamless delivery, customers want best-in-class experience. This experience includes connected communication. Customers want brands to update them everything related to their order status – when it will ship, when it will reach the nearest hub, when the delivery agent will be assigned, when to be delivered, and how to return or exchange, etc. 

It may sound simple with the help of an integrated solution, but this is a huge challenge for a brand to deliver. Brands used to integrate multiple systems such as their E-commerce platform, customer service, financial systems, logistics, third-party delivery agencies, etc. The integration of all these systems works as a legacy order management system. However, these siloed systems can’t meet today’s commerce needs or customer expectations. 

Salesforce Lightning Order Management

In order to help brands integrate their commerce, customer service, order fulfillment, logistics, and other related departments together in order to provide a hassle-free shopping experience that modern customers demand, Salesforce has introduced an end-to-end order management system. Built on the Salesforce Lightning Platform, the solution is modern and highly customer-centric. Lightning Order Management System extends Commerce Cloud and allows brands to offer highly efficient, personalized and quick order fulfillment along with real-time inventory reports, order updates, and simple return process. Let’s have a look at some of the capabilities;

Order Lifecycle Management

With Lightning Order Management, brands can manage the complete order lifecycle from shopping to shipping and delivery to return/exchange from a single integrated system. This also includes processing and fulfilling orders based on multiple product types, fulfillment locations, shipping carriers, and partial shipments. 

Integrated Commerce & Service Experience

Brands can have a seamless & unified view of each of their customers across Commerce Cloud & Service Cloud along with a history of their purchase and service interactions. This will help them deliver fast and personalized service. Brands can also drive self-service for customers which will allow them to check order status, cancellation, returns, and exchanges. 

Visual Order Workflows

Innovative drag-and-drop workflows will help brands to make various processes including shipping, customer service, financial transactions and updates, delivery status, return status and more easy and simple. Powered with branching logic, iteration loops, data updates, and external system integrations, Visual Order Workflows allows brands to deliver a world-class experience to their customers with the help of few simple clicks. 

Salesforce has been a leader in both commerce and service with more than half a billion shoppers use Commerce Cloud every month and 77 million case interactions processed by Service Cloud every day. With the new Lightning Order Management, Salesforce customers are equipped with a flexible, and scalable solution to deliver an innovative and fast customer experience. Lightning Order Management is currently in pilot and will be generally available on February 2020. 

For more info, please get in touch with us. 

Learn more about Lightning Order Management here.

 

*Source: Salesforce

CRM, Salesforce

How Salesforce CRM can improve your Sales?

In order to thrive as a best-in-class sales-driven business, organizations need to develop skills and leverage cutting-edge automation tools. In today’s business world, there is no room for mediocrity. It is very essential to perform to remain competitive. Sales expertise along with refining customer relationships and processes drive higher sales. However, with the growing business, it becomes tough to personalize every customer interaction. This is where the role of a Customer Relationship Management (CRM) system comes in to help sales reps to enhance the effectiveness of their customer interaction and retention along with new lead creation. 

Salesforce is the world’s #1 CRM provider that offers business of every size a platform to manage their customers and their journey. The platform extends a variety of products and services to discover customer insights, understand needs, and solve complex business problems. The extensive range of Salesforce products works together to improve sales pipeline and drive exceptional customer experiences. Some of the leading products include;

  • Sales Cloud: Automate sales process, find leads, close deals faster, grow accounts, and accelerate productivity.
  • Service Cloud: Close cases faster, manage field service, personalize customer support and predict needs for superior customer experience.
  • Marketing Cloud: A unified marketing platform to know consumers, engage them and personalize their experience across every touchpoint.
  • Community Cloud: Engage with your partners, customers, vendors, and employees in a whole new way to boost engagement. 
  • Salesforce Platform: Build an amazing experience around customers with intuitive business apps developed on the Salesforce Platform.
  • Salesforce Analytics: Discover data-driven insights, predict outcomes, find recommendations, and act smartly with Einstein Analytics.

How to leverage Salesforce to boost your Sales?

After going through all these above Salesforce offered solutions, you must be thinking how your business can use these and how you can get the best out of your Salesforce implementation? We will give you the top five ways Salesforce can help you maximize your Sales pipeline in this era of digital transformation. 

Sales Process 

Sales Cloud which is the #1 sales automation tool is designed to automate the sales process and includes a wide array of features. Sales Cloud helps sales reps work smarter by automating various sales processes, increasing efficiency, accelerating sales productivity, creating a pipeline of leads, closing deals faster, and making insightful decisions with data – from anywhere using any device. Popular Sales Cloud features like Contact & Opportunity Management, Account & Lead Management, Workflow & Approvals, Sales Collaboration, Reports & Dashboards, Sales Forecasting, etc. helps sales reps to achieve their goals. 

READ THIS: How to get the most out of your Sales Cloud implementation?

Marketing Campaigns 

Marketing Cloud helps marketers to drive relevant and highly personalized customer journeys including exceptional customer experiences across multiple touch points such as email, mobile, social, web, etc. from a unified platform. Some of the leading features include Journey Builder, Email Studio, Salesforce DMP, Salesforce Data Studio, Social Studio, Advertising Studio, Mobile Studio, etc. Marketing Cloud runs customized campaigns which generate quality leads. 

Customer Service

In today’s business world, if you don’t offer best-in-class customer service, your customers will switch to a rival brand. In order to maximize revenue, you need to retain most of your existing customers. Salesforce Service Cloud helps organizations make their customer service efficient by enhancing service quality and driving high-class user-experience. Customer service agents can leverage Service Cloud to close cases faster, manage Field Service, offer intelligent self-service, personalize customer care, predict future needs to keep the conversation flowing. 

ALSO READ: Top Benefits of using Service Cloud for Customer Service

Collaboration

Salesforce Community Cloud offers an opportunity to connect & collaborate with customers, partners, vendors, and employees to establish interactions. With out-of-the-box templates, and themes you can engage the audience and streamline the communication. With a connected reseller, distributor, partner ecosystem, your sales can be increased by offering seamless access to all the information. Partners can register new leads, update records, manage funds which enable them to close deals faster. 

Next-gen Analytics

With Salesforce analytics, sales reps can uncover actionable insights to accelerate sales based on real data. Einstein Analytics which is the only business analytics solution native to Salesforce, leverage AI in order to discover business insights, predict results, drive efficiency, accelerate sales, enhance customer service, optimize business processes and maximize ROI from their marketing campaigns. 

Wrapping up

Salesforce has now further extended its global CRM market share & stretched to 19.5% which is 2X of its nearest rival. The ease of use, rich functionalities, scalability, analytics, and customizability makes the CRM giant everyone’s first choice sales automation and enhancement tool. As a Salesforce Silver Consulting Partner, CEPTES helps organizations implement Salesforce and get the most out of their investment. Get in touch today to start your Salesforce CRM journey.

ALSO READ: How to use Salesforce with a small team?

Field Service Lightning, Salesforce Service Cloud

Salesforce Field Service Lightning: Connect your workforce to offer intelligent customer experience anywhere

In today’s era of the connected customer, it is important to have a connected workforce in order to offer exceptional customer experience. Customer experience is one of the key differentiators between two rival brands. Along with various other aspects, field service management is an important aspect in order to drive superior customer satisfaction. Optimizing field service operations can address multiple common service challenges including service cost reduction, schedule optimization, intelligent job assignment, faster field service calls resolution and more.

Salesforce offers transformational Field Service Lightning solution which is its field service management software on a single integrated platform. Field Service Lightning works with Service Cloud in order to deliver faster, smarter, and personalized service on the go using a mobile device. With Salesforce1 mobile, field service agents can update work orders, modify request status, and update job status in real time. Before understanding more about Field Service Lightning, let’s have a look at some of the common field service operations challenges & how Salesforce is addressing them.

Common Challenges

  1. Siloed departments
  2. Unplanned resource allocation
  3. Disconnected CRM processes
  4. Absence of on-field support
  5. Inefficient systems

Due to these common challenges; service agents, dispatchers, mobile employees, and managers often hindered and businesses couldn’t meet rising customer expectations. As a result, this leads to a decreased field service agent productivity, poor customer experience, and increased costs. This can be efficiently addressed by having a 360-degree customer view with seamless information access in order to help customer anytime, anywhere using any device.

Know more about Salesforce Service CloudHow Service Cloud is going to be a game changer for your business in 2019

Salesforce Field Service Lightning

 Built on Service Cloud the world’s #1 customer service platform, Field Service Lightning enables service providers to transform every customer moment and optimize operations across the complete service chain all on one powerful integrated platform. 

Why Salesforce Field Service Lightning?

Salesforce Field Service Lightning offers connected customer experience and is highly customizable. Apart from these, it helps you boost your field service workforce productivity, automate appointment scheduling, get real-time visibility, optimize mobile workforce allocation, manage jobs in the field using a smartphone, etc. In a broader sense FSL can help businesses;

Seamlessly connect with their customers

Service delivery tracking can be automated with the Dispatcher Console feature. Users can easily customize their dashboard view to a map or a Gantt chart and can get real-time job alerts. 

Deliver guided mobile experiences

Mobile employees and field service agents can share job updates, access knowledge books, view and update van stock or hub inventory, and generate service reports using Field Service Lightning mobile app. 

Enable intelligent work

Workers can schedule appointments as per priority level and optimize jobs in order to pass on a particular service request to the right agent. With Salesforce Platform, standard and custom objects can be integrated with work orders. 

Offer intelligent customer experiences 

Any third-party systems can be integrated and with the power of IoT, field service agents can be empowered to take quick actions in order to deliver intelligent customer experiences. Field Service Analytics will help to identify trends and problems early to optimize the mobile workforce. 

Why CEPTES?

CEPTES, a Salesforce Silver Consulting Partner, with over a decade of expertise in delivering end to end, integrated Service Cloud solutions, can help you optimize your field service operations implementing Field Service Lightning to deliver enterprise-level on-site services. Get in touch with us to learn more.

ALSO READ: Top Benefits of using Service Cloud for Customer Service

Service Cloud

Top Benefits of using Service Cloud for Customer Service

When it comes to choosing the best solution in order to offer enterprise-level customer service, you often find multiple options. However, selecting the right platform and technology can help you offer excellent customer experience. Salesforce offers Service Cloud, which is the #1 platform for customer service helps organizations improve their customer service standards and drive better user experience while reducing costs.

Service Cloud helps customer service teams in closing cases faster by leveraging AI & automation, offering intelligent self-service and personalized customer care and also predict needs to keep the conversation flowing. Service Cloud features allow customer service teams to support their customers in real-time using live chat tools while the customers are inside their app or on the website.

Service Cloud capabilities are transforming customer service processes and widely considered as the undisputed top customer service solution for businesses of all sizes. Let’s have a look at the top reasons why your company should use Service Cloud at first place.

Offer excellent customer service from the word ‘Go’

Service Cloud is a highly scalable platform that fits your current needs and grows as your customer base expands. The highly integrated platform enables customer service teams to run as efficiently as possible. Service Cloud offers out-of-the-box usability which helps your team work more effectively. All the right functionalities keep your organization’s customer service process run smoothly.

Aligned with the latest trends & technologies

Service Cloud users can stay aligned with the latest trends and technologies in customer service. Lightning Service Console helps you populate your dashboard with the right information you need from across multiple platforms. You can keep all your customer information organized in one centralized location. Service Wave allows you to observe how your customer team performs in real-time with a robust analytics tool. Service Cloud feature Omni Routing help customer service teams get better with detailed performance metrics.

You can also track important KPIs for your company with the help of Service Wave Analytics. It is important for every enterprise to have a comprehensive view of their customer service department’s activities including average response time for customer queries, and customer satisfaction ratings. Service Cloud reports can help you get a clear direction and quantitative ways to improve.

Personalized customer experience

Customer service is an integral part of your customer experience with any company. Analytics data can be used to better understand your customers. The more you understand your customers, the more you can personalize your service. Service Cloud feature Lightning Console can be used to view case history and trends for each customer to minimize redundant questions and help customers faster with immediate, detailed information. Live Agent can be used to offer real-time chat support as soon as a customer lands on your website. Social Customer Service functionality helps you respond seamlessly when customers reach out over social media channels so that you can interact with your customers across various touchpoints.

Every customer expects to be treated as an individual, and the only way you can offer personalized customer experience is by keeping detailed records of every interaction in one centralized location. A robust customer service platform like Service Cloud will do this with ease and highest efficiency.  

Simplify customer service process & improve customer service agent’s productivity

Service Cloud helps you improve each of your customer service agent’s performance based on empirical data and customize your customer service process to best suit your needs. Omni-Channel Presence and Routing feature can help you prioritize cases based on priority. Dispatcher Console will send a case to the right mobile employee for fast action. List service appointments promptly and accurately with the help of Smart Scheduling feature. The best way to keep your customer service process and team run efficiently are by managing the workflow. Scheduling and routing tasks to the right agent ensure quick customer case resolve.

One of the best Service Cloud features Field Service Lightning helps you manage reps in the field and work orders. You can track progress and help field workers manage their workload.

Work from anywhere

Service Cloud allows you to help your customers from anywhere. Salesforce1 Mobile App helps employees see all the customer details they need to get the job done using their mobile devices. This easy accessibility means no customer service request is unheard, even when your service agents are away from their desk.  

From offering service training to new service agents to working with your biggest customers, all you need is a robust platform that keeps you, your employees, and your customers aligned with your business. This must ensure your customer service team works like a well-oiled machine. Service Cloud helps you close deals faster, offer intelligent self-service, personalize customer care and predict needs, and drive service productivity from the call center to the field.

Get in touch with the best Service Cloud Consultants

CEPTES offers end-to-end Salesforce Service Cloud solutions ranging from implementation, consulting, migration, support, and enhancement. Our Salesforce certified Service Cloud consultants are experts in optimizing customer support processes and we are one of the pioneers in offering Salesforce Service Cloud implementation services to business of every size and nature. Get in touch today!

Salesforce

Summer’19 Release Notes: Our Top 6 Picks

Salesforce Summer’19 preview is here and we can’t be more excited about it. As expected, Summer’19 has some interesting details which will definitely help Salesforce customers increase their productivity and deliver more personalized customer journeys with the latest Customer Success Platform innovations.

Here are our top 6 picks of Summer’19 release:

Salesforce Essentials

Salesforce Essentials, which is their small business plan for its CRM (Sales Cloud) and customer support (Service Cloud) solutions, has got a lot of add-ons in Summer’19 release. Now small business can have more options to add functionality to Essentials through new add-ons like Dialer, Chat, and Messaging. They can now unify their team’s phones with Dialer and offer their customers instant conversation with Chat and Messaging. Salesforce also now offers more storage space for files and data to their Essentials customers in order to create more records and share more files.

Read More: https://sforce.co/2XF8ZsM

Salesforce Einstein

Salesforce customers using Einstein can now set up and test bots faster and with fewer queries. They can improve forecasting with support for Sales Cloud quarterly forecasts and data segments. Einstein analytics now can be used across more core Salesforce applications in order to increase productivity. Enterprises can use Data Checker to set up their predictions for success. Salesforce introduced plenty of new add-ons and enhancements in their Sales, Service, Analytics, Customization, and Development offerings.

Read More: https://sforce.co/2Dwsa03

Sales Cloud

Summer’19 release announced new features in Sales Cloud including, High-Velocity Sales Enhancements, Einstein Activity Metrics, Customizable Product Schedules, and New Einstein Features for CPQ and Pardot. Sales reps can now link sales cadences to address complex sales processes. Activity Metrics will help Einstein Activity Capture users a comprehensive view of their activity data. Complex sales processes related to incoming revenue and outgoing orders is now simplified with Customizable product schedules. Sale Cloud customers can now help their sales teams with more intelligent pricing with CPQ Einstein Pricing Guidance.

Read More: https://sforce.co/2Dt6PVy

Service Cloud

Service Cloud now has Smarter Bot Routing and Dialog Review, Improved Field Service Dispatching, and Easy Setup for Skills-Based Routing. Einstein Bot dialogs can be reviewed with ease in a visual map and new smart routing features can be used to escalate bot conversations to the right service agents. Field Service Lightning dispatcher console will help work faster with a pop-out map, long-term Gantt view, and new drag-and-drop scheduling options. Salesforce also added few productivity-boosting features for service agents including the ability to reach out to the customers with critical service updates, create more intelligent macros with conditional expressions, and merge duplicate cases.

Read More: https://sforce.co/2GtCmY6

Analytics

To boost its Analytics, Salesforce has added a number of features including Row-Level Formulas (Beta), Report Notifications, Templates with Predictive Analytics, Einstein Predictions Service. Salesforce customers can now analyze data with reports and dashboards. Row-level formulas (currently in beta) will bring the evaluative power of formulas to every record in a report. This will help in seamless search of specific data in a record and make it stand out with conditional formatting. Einstein Discovery predictions can be embedded anywhere to increase app IQ.

Read More: https://sforce.co/2PrCJqf

Communities

Summer’19 is a big boon for developers. Developers can now work more efficiently on communities using a host of new API enhancements. Salesforce Mobile Publisher now has enhanced features and Community Cloud users can also take advantage of new list view improvements such as pinned list views, custom mass actions, and custom list views on tasks. Community users can now use mass actions in communities, saving them time and minimizing the challenges associated with opening records one by one. Developers now have the option of customizing community user settings with the new Customizable User Settings component. And users can now filter contextual Einstein Analytics Dashboards on record pages.

Read More: https://sforce.co/2XIXUqH

Apart from these, Summer’19 also introduced myTrailhead, using which companies can offer their employees the same skill-based, gamified learning experience as Salesforce Trailhead with content that you create for your company.

Read the complete Summer’19 Release Note here.

 

*Source: www.salesforce.com

AI, Einstein, Service Cloud

Salesforce added new Einstein AI capabilities & Quip in the Service Cloud

Salesforce has announced that they are going to introduce new artificial intelligence and productivity solutions to empower customer service agents through Service Cloud. The newly added features will help service agents to focus more on delivering the human side of service including intelligence, critical thinking and problem-solving. As delivering excellent customer service is rapidly influencing businesses, the role of service agents is quickly shifting. With the new AI-powered recommendations, automated routing, and embedded productivity and collaboration capabilities, Salesforce is transforming customer service teams to meet today’s customer service needs.

Service agent’s role is growing with AI adoption

With Einstein AI, service agents are rapidly shifting their focus from a case-centric approach to a customer-centric approach. The new AI solutions are helping service agents answer queries, and partially automating various processes. As per the third edition of the Salesforce State of Service report, 82% of the service leaders believe their customer service function must transform in order to stay competitive, and 77% of the service based organizations are planning to invest significantly in service agent training. This will impact a service agent’s role, as 71% of service agents believe their jobs are more strategic than two years ago and 75% saying their organizations are now considering them as brand ambassadors as they are on the front lines of all customer interactions.

New Einstein AI additions;

Over the years, Salesforce kept on adding new Einstein capabilities into their Service Cloud. Einstein Bots and Einstein Case Classifications were the last additions. Recently Salesforce has added four new capabilities;

  • Einstein Reply Recommendations

Einstein will include natural language processing to instantly suggest the best responses to service agents over the chat and messaging. This will save significant time and enhance the quality of the responses to customer requests.

  • Einstein Article Recommendations

Einstein Article Recommendations will automatically recommend the best knowledge articles to service agents, empowering them with the right information they need while resolving customer cases quickly.

  • Einstein Next Best Action

This will embrace business rules and predictive intelligence to suggest the next action a service agent should take while interacting with a customer. This will enhance customer satisfaction and will initiate up-selling and cross-selling opportunities.

  • Einstein Case Routing

This feature will completely automate the case routing process with machine learning that filters cases and sends it to the right queue or agent based on their skills and abilities based on their past expertise.

Empowering Collaboration: Quip for Service Cloud

The other important announcement from Salesforce was the availability of Quip on Service Cloud. Previously, service agents were spending more time in searching answers for customer queries by going through huge documentation, checking with other teams, switching multiple applications etc. This took out their focus from customer engagement. With the introduction of Quip for Service, service agents can access the collaboration tool to create, update and collaborate documents across their organization. This will definitely enhance customer service standards and enrich the customer experience.

Quip for Service allows agents to co-author documents, and help them resolve complex customer problems. This will also have live collaborative conversations directly within the case record. Admins can create and publish Quip templates in the agent console, as well as customize them based on various use cases and needs.

Salesforce bought Quip in 2016 for $750 million and till date Quip was a standalone product. Salesforce also said that they have embedded Quip in their Sales Cloud.

What does this mean for Salesforce Service Cloud users?

These newly added features will fundamentally change how various service agents are currently working. Salesforce is rapidly including Einstein AI in its portfolio. The latest additions in the Service Cloud will enable service agents to transform their roles and focus more on customer deliverables such as higher engagements and customer satisfaction. Quip for Service will allow service agents in easy collaboration and will become a viable alternative to various office automation tools. This will surely reduce huge office tool license costs.

 

CEPTES offers Salesforce Service Cloud Solutions

CEPTES offers end-to-end Salesforce Service Cloud solutions ranging from implementation, consulting, migration, support, and enhancement. Our Salesforce certified Service Cloud consultants are experts in optimizing customer support processes and we are one of the pioneers in offering Salesforce Service Cloud implementation services to business of every size and nature. We can help your service agents close deals faster, offer intelligent self-service, personalize customer care and predict needs, and drive service productivity from the call center to the field. Get in touch with our Service Cloud experts today!

Salesforce Service Cloud

How Service Cloud is going to be a game changer for your business in 2019

Customer service is going to be the biggest growth factor in 2019 for businesses of every size. 2018 has witnessed a significant rise in the rate of companies that lead the way in customer service with the tools to keep their customers happy and create amazing customer experiences at every touchpoint. Salesforce Service Cloud adoption was it’s all-time high in 2018 and 2019 is going to be even bigger. The highly scalable and cost-effective platform for customer service offers organizations on the path to higher customer satisfaction with innovations like AI, in-app help, easy-to-use features, and highly customizable tools.   

If we analyze the swiftly transforming business trends, ESMBs have started putting enormous efforts into shaping up their customer service teams and approach. Based on a SaaS model, Service Cloud is perfectly meeting the requirements by offering highly effective and productive customer service solutions on the cloud. In 2018, a huge number of ESMBs scaled their operations quickly and seamlessly to meet their future customer service requirements with the help of Salesforce Service Cloud. There are varied Service Cloud offerings like in-app support, live agent support, knowledge centers, self-service communities, and social media which help organizations enhance their customer service standards.

If you believe various industry leaders and reports, customer service is going to be a huge factor in any organization’s growth in 2019. Enterprises will invest a lot of cost and time in revving up their customer engagement and retention rate. The role of Salesforce Service Cloud will become extremely crucial in 2019. But, do you know how? How the world’s #1 CRM platform Salesforce can empower you to build amazing experiences around your customers? Let’s see how;

Lightning Service Console

The Lightning Service console offers your agents a unified experience by putting all the customer information (profile, case histories, dashboards) at their fingertips for a 360-degree view. This will enhance agent productivity as well as allow them to address specific customer requirements quickly.

Case Management

With this feature, you can resolve cases faster with easy visibility into the full context of all the cases and record of every customer interaction. All of these on a streamlined dashboard. This will automatically assign the right agent and will help you which case to focus and when.

Omni-channel Routing

Omni-channel routing will automatically route cases to the right agent with the best skill set in order to resolve them. Employees can update their status in real-time, ensuring that high-priority work always receives immediate attention. This will supercharge your overall efficiency, transparency, speed and will make your customers happy.

Telephony Integration

Service Cloud allows you to integrate with most of the popular CTI systems. This will log notes instantly when a customer calls with all related information and manage calls from within the console without touching the phone. This will lower your agent’s average call handle times and improve customer satisfaction.

Workflows & Approvals

Salesforce Service Cloud will customize and automate any customer service or approval process with drag-and-drop simplicity using Workflow. You can save time by automating your internal procedures and processes, including any additional approval steps required to keep things moving. This will make your service agents more productive.

Social Customer Service

There are multiple ways a customer can communicate with a brand. With the help of Service Cloud, you can monitor and respond faster to customer posts on various social media channels like Twitter, Facebook, Instagram, YouTube etc. As social customer service is an integrated, seamless part of the Salesforce Customer Success Platform, your social care team gains a comprehensive picture of the customer before responding. This true 360-degree view of the customer empowers agents with social media engagement, in real time, on the channels where customers are talking.

Custom Reports & Dashboards

Service Cloud helps you make informed decisions with real-time reports. You can track cases and customer information for a 360-degree view of the customer.

2019 – A Challenging year ahead

When it comes to picking the right platform for your customer service team in order to offer amazing customer experiences, the options and features available seem to change daily. Choosing the right platform will not only empower your customer service team but also help you improve customer experience and your business’s brand value. In 2018, Salesforce Service Cloud was the first choice option for enterprises of various sizes and industries. The overall market cap of Service Cloud in worldwide customer service applications was a whopping 40% during 2018 (* IDC Report). With 2019 shaping up to be even bigger, Salesforce Service Cloud is all set to transform businesses with its unique features and benefits.

CEPTES has been offering Service Cloud implementation solutions to various enterprises. With our 10+ years of Salesforce domain experience and after delivering over 1000+ projects across the globe, we are the first choice Salesforce solution provider for businesses of every size and various industries. Get in touch with our certified Salesforce consultants to start your Service Cloud journey.

 

Lightning Platform, Salesforce

Salesforce Updated the Field Service Lightning for on-site Customer Service

Salesforce has recently announced updates to Field Service Lightning, a tool within the Service Cloud that helps employees to address customer service requests and on-site customer engagement. Since launching the tool two years back, Salesforce has been investing on a regular basis to enhance this tool in order to meet the evolving customer demands and mobile forces. As per Salesforce, mobile field service employees are the face of the company and they need to be digitally empowered.

Field Service Lightning links customers, mobile workers on the field and dispatchers on a centralized platform. The updates in this tool that Salesforce has announced are as followed;

Snap-ins Appointment Management
This feature lets a business install a scheduling interface on their website. With this, they can customize the flow to get all the important information from their customers about the request. Meanwhile, the end user can use the tool to create new appointments and manage the existing ones.

Return Orders
On-site field workers can now create orders digitally. This feature also allows customers initiate a return on a company’s website.

Crew Scheduling
A dispatcher can now assign tasks to multiple crew members based on their individual skills and expertise.

Guided Set-up
This Salesforce Trailblazers feature offers a visual wizard that tours admins through a simple set-up process for Field Service Lightning.

There are various industries who are using Field Service Lightning including healthcare and retail industry. In the healthcare industry, Salesforce customers are using this tool to send healthcare service providers like nurses to their patients. In retail, customers like REI and the Container Store are using this. Container Store is using Field Service Lightning tool to dispatch technicians to install closets.