Empower your customer service support team with a unified view of all customer interactions, increased productivity, and intelligent automation.
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Resolve cases more efficiently with unified customer data and streamlined processes.
Maximize agent productivity with a full view of each case and the tools needed to deliver fast service all in one place.
Help managers monitor agent work performance and maximize support teams' efficiency.
Increase your service agent productivity and provide customer service through multiple channels.
Automatically assign inquiries to the best available agent, and deal with cases based on priority and scope of work.
Gain a complete view of each customer and help all departments collaborate effectively with seamless data sharing.
Business process reviews
Implementation design
Custom profiles for agents and managers (up to 2)
Custom user roles (up to 3)
Navigation (tabs for leads, accounts, contacts, etc.)
Home page layout for tracking team's KPIs
Service app layout for a unified 360 customer view
3 queues and assignment rules
Custom fields and validation rules (up to 10)
Business process for case status
Converting emails to support tickets
Resolving cases without leaving Salesforce
Routing rules for cases and escalation process via omni-channel
Omni-channel supervisor
Reports for a service agent (up to 10)
Reports for a service manager (up to 10)
Dashboards (up to 3)
Client’s business needs validation
Live demo & training (up to 1.5 hrs)
Q&A session
Auto-assigning entitlements and milestones to cases
Full digital engagement product line (live chat, SMS, CTI, messengers, and chat bots)
Knowledge Base (FAQ hub or internal process manual)
Social customer service (creating cases out of social media posts, resolving them without leaving Salesforce)
120
Salesforce specialists
150
Salesforce certifications
100
Salesforce Lightning projects
