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2024 outlook for customer service
11Mar

The 2024 Outlook for Customer Service

The cornerstone of upcoming customer service success lies in grasping the contemporary expectations of customers—an experience that is both personalized and interconnected. However, the challenge is to maintain a delicate equilibrium between productivity and cost efficiency without compromising the quality of service. The solution lies in adeptly harnessing the appropriate technology. Looking forward to the future of customer service, generative AI emerges as a pivotal player, offering cost-effective approaches to meet the ever-evolving expectations of customers. Here are three emerging trends to contemplate as you formulate your customer service strategy for 2024. Embracing AI as an Opportunity, Not a Threat: Current research indicates that 45% of decision-makers in the service industry are presently utilizing AI, marking a substantial increase from 24% in 2020. While AI is becoming an integral part of customer service toolkits, more than half of decision-makers have not yet adopted it. Concerns include potential skill gaps, reservations about trust and reliability, and fears of substantial infrastructure investments. It is imperative for companies to exercise caution when deploying powerful technologies like AI. However, those who have embraced AI are already reaping the benefits of enhanced connection, information dissemination, and enrichment in every aspect of customer service. To leverage AI in enhancing service organizations, platforms like Service Cloud Unlimited+ provide comprehensive solutions. The latest training strategies are crucial in transforming service professionals into high-value agents, ensuring a secure and collaborative approach to exceptional customer service. Advancements in Field Service for Frontline Workers: A majority (65%) of mobile workers feel the weight of customer expectations, with 82% struggling to balance speed and quality in field service. Attracting and retaining frontline workers becomes challenging, underscoring the importance of field service management software. High-performing organizations recognize job satisfaction as a major benefit of such software, aiding in tasks traditionally considered time-consuming. AI contributes to the future of customer service in various ways, including predictive maintenance, automation of work summaries, and expanding options for self-service. Integrating AI into frontline workers’ tools with generative responses and work summaries enhances their proactive and productive capabilities. Revenue Generation at the Core of Customer Service: The convergence of sales, service, and commerce continues, driven by AI-driven cross-selling that transforms customer service into a profit center. Forward-thinking organizations pursue an end-to-end view of the customer journey, creating a continuous feedback loop. Communication channels, such as Apple Messages for Business in Service Cloud, facilitate seamless customer interaction. In 2024, service leaders can expect expanded access to customer information, shared goals across functions, and AI-powered insights driving proactive assistance and relationship-building. Metrics traditionally associated with sales and customer service will converge, focusing on customer satisfaction, loyalty, and overall lifetime value. Consolidating tech investments through unified platforms enhances communication and data sharing among departments. 2024 Outlook for Customer Service In constructing your customer service strategy for 2024, the key is to amalgamate data, unify the customer experience, and equip service teams to meet changing expectations while serving business needs. The mission remains to embrace the future of customer service by combining people, technology, and processes for faster, more effective service at scale, with AI playing a pivotal role at every step. The future of customer service commences now. Like Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more

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March 11, 2024in Salesforce Service Cloud
Service and Generative AI
08Mar

Service and Generative AI

Customer service organizations are currently grappling with formidable challenges, as service agents contend with unprecedented case volumes and customers increasingly express frustration over extended wait times. Agents often find themselves managing multiple customer issues simultaneously, awaiting data from legacy systems to load, leading to inefficiencies. Service and Generative AI together are a solution to better serve your customers. The closure of a case does not mark the end of the challenge, as case notes may go missing, and subsequent agents may unknowingly address similar issues from scratch. With nearly half of customers citing poor service experiences as a primary reason for switching brands, companies are under immense pressure to find more effective solutions. Recent excitement surrounds ChatGPT, an artificial intelligence (AI) model by OpenAI. Models like GPT, Anthropic, and Bard, constructed on large language models, hold the potential to revolutionize customer service. Combined with Salesforce’s established AI expertise, generative AI models are poised to transform customer service operations, enhancing efficiency, fostering empathetic responses, and expediting case resolutions. Here’s a glimpse into how generative AI could reshape service operations: Automated Personalized Responses: Integrating generative AI with Einstein for Service and Customer 360 allows companies to automatically generate personalized responses, enabling agents to promptly communicate with customers. AI training across all case notes facilitates the creation of knowledge articles, significantly reducing the time to produce knowledge and enabling easier updates. Field Service Enhancements: Generative AI will benefit frontline service teams with automated reports, assist new employees and contractors in onboarding and ongoing learning, and empower customers to troubleshoot common issues with knowledge base articles. Super-powered Chatbots: Layering generative AI on Einstein capabilities automates the creation of intelligent, personalized chatbot responses, enhancing the understanding and anticipation of customer issues. This approach improves first-time resolution rates and allows organizations to drive continuous improvement through sentiment analysis and pattern identification.  Conversational bots that are powered by generative AI can power customer self-service and improve customer satisfaction — by ensuring case-specific tonality and context in real time. Auto-generate Knowledge Articles: Generative AI will draft knowledge articles based not only on case notes but also on Slack conversations, messaging history, and data across Customer 360, accelerating agent case resolution and increasing support cases in self-service experiences. Fast-track Case Swarming: Generative AI identifies past cases similar to ongoing complex issues, recommends experts within the organization to address the problem, and suggests resolutions and customer communications. This streamlines case swarming processes, making them more efficient and, in some cases, automating aspects of the process. Customer Service and Generative AI While generative AI presents tremendous opportunities, human oversight is essential due to the potential for biased or harmful outputs. Salesforce has published guidelines for trusted generative AI development, emphasizing ethical considerations. As we enter this new era of AI, guided by Salesforce’s commitment to ethical product development, organizations can leverage generative AI to boost productivity, accelerate case resolution, and enhance customer relationships with greater personalization and relevance. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Salesforce Inbox Explained Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether Read more

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March 8, 2024in Generative AI, Salesforce Service Cloud
Salesforce Email Alerts
04Mar

How to Log Email Alerts as Activities in Salesforce

How do you log emails alerts as activities when sent with the ‘send email’ action? Goal. With the latest release from Salesforce, now it is possible to automatically log emails to a record’s Activity Timeline when using the Send Email action. This enhancement offers users the flexibility to: Prior to the Spring ‘24 release, emails sent using the Send Email action couldn’t be automatically tracked in Activity Timelines. As of Spring 24 release, it is not possible to log emails sent to users; otherwise, you will get an error. Before proceeding, you should become familiar with the EmailTemplate object in Salesforce. It represents a template for an email, mass email, list email, or Sales Engagement email. Supported in first-generation managed packages only. To solve this requirement, use the After-save Record-Triggered Flow. This will log email alerts as activities in Salesforce. If you need assistance sending email alerts as activities in Salesforce. Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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March 4, 2024in Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce for Energy and Utilities
24Jan

Salesforce for Energy and Utilities

The Energy & Utilities Cloud (E&U Cloud) integrates and extends the comprehensive capabilities of Salesforce Sales and Service Cloud. Integrated with the Salesforce Platform to provide an industry-specific solution tailored for utilities, retail energy, and modern energy services companies. Align your business with the future of energy through personalized service, unified customer and asset data, and enhanced business agility. Key Features: By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 24, 2024in Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Logo
19Jan

Spring ’24 Enhancements for Salesforce Sales Cloud and Service Cloud

Enhancements for Salesforce Sales Cloud and Service Cloud in Spring ’24 release. Einstein Copilot Sales Actions Sales Cloud Introducing our conversational AI assistant for sales. Empower sellers to be more productive at every step of the sales cycle as they research customers and prospects, follow up after meetings, and keep the CRM current. Call Exploration Sales Cloud Analyze sales conversations with generative call exploration. The conversational interface helps you quickly understand more about a sales call and how to follow-up and move the deal along. Forecast Groups Sales Cloud Group forecasts to align with selling motions or business segments. With a single view, see total attainment across the business and sales organization to drive forecast accuracy. Seller Home Sales Cloud Allow a sales team to see their most important customer data in one place. Keep sales teams informed of their real-time contributions to the business, setting their own individual weekly goals and identifying where to accelerate connecting with their customers. Maps Lite Sales Cloud Visualize up to 50 accounts, contacts, or leads within your CRM with Maps Lite, now available in Sales Cloud Unlimited. You no longer need to manually look up where your customers are located before planning out events and focusing campaigns. Enablement for Partners Sales Cloud Onboard partners faster and help them gain relevant product knowledge with outcome-based enablement. Tie partner activities to performance and metrics within the Salesforce PRM (partner relationship management) experience. Build and implement partner enablement programs that motivate and engage them to learn as they generate revenue and move business. Search Answers Service Cloud Deflect more cases by surfacing answers to agents’ and customers’ questions directly in the Community Portal or Agent Console using generative AI. Rather than combing through multiple, lengthy knowledge articles, get precise answers grounded in trusted knowledge articles with Search Answers. We provide citations for the answers that Einstein generates. Service Cloud Einstein: Knowledge Enhancements Service Cloud Use generative AI to quickly draft knowledge articles based on case data, saving agents time. Once the knowledge article is drafted, it goes through a standard review and approval process to ensure accuracy and relevance, which helps formalize institutional knowledge. Service Intelligence Enhancements Service Cloud Allow agents to proactively take action with out-of-the-box Customer Effort Score and an AI-model for Propensity to Escalate. Meanwhile, Feature Management makes it easy to identify which knowledge articles deliver value and drive efficiency. Unified Messaging for WhatsApp Service Cloud Turn one-way marketing promotional messages into two-way service conversations within the same WhatsApp thread for better engagement, higher conversions, and faster resolutions. Meet your customers where they are–and go from “do not reply” to “please reply.” Document Builder Service Cloud Create impactful, tailored service documents with Document Builder, which adapts to various use cases like service reports, asset certificates, and quotes. User-friendly and loaded with Lightning web components, Document Builder lets you embed images, customize content, and go global with language localization. Tailor your documents to match your workflow, from one asset to many, and speak your customers’ language effortlessly. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements for Salesforce Sales Cloud and Service Cloud in Spring ’24. Like Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

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January 19, 2024in Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Service Cloud Intelligence
03Nov

Salesforce Service Cloud Service Intelligence Enhancements

Service Intelligence, a data-centric solution, showcases vital performance metrics within the contact center. Recent Service Intelligence Enhancements have given even greater insights. In a significant launch, Salesforce introduced Service Intelligence. Service Intelligence an advanced analytics app for Service Clou. It is aimed at boosting agent efficiency, reducing costs, and elevating customer satisfaction. Service Intelligence Enhancements and updates within this Salesforce product aim to bolster operational efficiency and take customer satisfaction to unprecedented heights. Representing a new milestone for Service Cloud, the Winter ’24 innovations redefine how businesses approach customer service and optimize operations. Fueled by Data Cloud, Salesforce’s real-time hyperscale data engine, Service Intelligence provides users with direct access to all their data within Service Cloud, eliminating the need to switch between screens for information. Pre-built and customizable dashboards in Service Intelligence offer a comprehensive view of essential metrics, including customer satisfaction and individual and team workloads. With Einstein Conversation Mining, service professionals can leverage AI to analyze customer chat and email conversations, uncover insights, assess the likelihood of complaint escalation, and proactively address issues with customers. The relevance of AI is emphasized, with an 88% increase in AI adoption among service professionals from 2020 to 2022. With 63% acknowledging that AI will help them serve customers faster. Service professionals are embracing AI enabling to make informed decisions swiftly, gaining a competitive edge. Service Intelligence Enhancements As of 2023, Service Intelligence is now generally available. Key features include pre-built service dashboards offering AI-powered insights through Einstein Conversation Mining, providing visibility into key metrics across cases. Einstein Conversation Mining employs AI to analyze customer conversations. Einstein Conversation mining enables quick identification of trends and top customer issues. Tableau integration allows users to seamlessly explore data in Tableau directly from a Service Intelligence dashboard, maintaining data context from their service console. Service Intelligence encompasses Data Cloud, CRM Analytics, and Einstein Conversation Mining. There by offering a wealth of information such as customer data and key performance indicators (KPIs) to help service teams enhance operations and reduce costs. Einstein for Service accelerates customer communication and satisfaction by generating email responses based on knowledge articles. The Winter ’24 release introduces the Lightning Article Editor and Article Customization in Salesforce Service Cloud, marking a significant advancement in knowledge management. The Lightning Article Editor simplifies content creation and editing. Thus enabling support and customer service teams to produce informative material efficiently. These enhancements in Service Cloud streamline operations, empower agent performance, and usher in a new era of customer satisfaction. Explore these exciting updates to transform your organization’s strategy. Embrace the future of service excellence with the Winter ’24 release for Service Cloud. Like Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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November 3, 2023in Salesforce Data Cloud, Salesforce Einstein, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Tableau
Salesforce Success Story
02Nov

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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November 2, 2023in Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Customer Service Analytics
31Oct

Salesforce Customer Service Analytics

Customer service analytics involves capturing and analyzing data from customer interactions to extract valuable insights, enhancing the overall customer experience. The customer behavior analytics aspect focuses on data derived from various touchpoints in customer relationships. In today’s complex customer journey, understanding and optimizing these interactions are more crucial than ever. Envision dedicating just 10 minutes each morning, whether as a service manager reviewing critical Key Performance Indicators (KPIs) or as a service agent predicting customer churn probabilities and taking preventive measures. These scenarios vividly showcase the practical applications of modern customer service analytics. On a daily basis, your contact center receives a plethora of customer inquiries, generating a substantial pool of data with the potential to drive business growth. The State of Service underscores that 94% of service leaders view real-time data as indispensable for meeting customer expectations, with a notable 60% increase in expectations observed during recent global events. These statistics lead to a clear conclusion: Service teams leveraging customer service analytics as a catalyst for championing customer satisfaction are well-positioned to secure brand loyalty and more. To harness these benefits, here’s what you need to know: Make your service analytics smarter Introducing Service Intelligence, an advanced analytics app for Service Cloud, empowering you with actionable insights and AI-driven recommendations for informed decision-making. Understanding customer service analytics Customer service analytics involves assessing data generated by service interactions, encompassing various sources like phone calls, emails, chats, social media, and customer surveys. This data falls into quantitative and qualitative categories, providing measurable facts and insights into sentiments, feedback, and customer preferences. As businesses grow, customer service analytics distills this data into valuable information, revealing customer preferences, potential improvements, and opportunities for increased operational efficiency. Salesforce’s analytics tool: Service Intelligence for Service Cloud Overcoming the challenges of data analysis is crucial, as highlighted in the State of Data and Analytics report. While 96% of service leaders acknowledge the importance of trustworthy data during change, only 44% consider themselves highly data-driven. Salesforce’s Service Intelligence addresses this gap, helping you quickly make sense of all your data and gain trusted insights. Service Intelligence encompasses various analytics types: Leveraging these analytics types allows you to optimize service operations, from understanding recent events with omni-channel analytics to forecasting staffing needs with predictive analytics. Turn customer interactions into insights that help your business improve with service intelligence. Every day, we generate 2.5 quintillion bytes of data (as recorded in 2020). Businesses use social media, algorithms, and other tools to organize this data, aiming to achieve their goals. Customer service analytics plays a crucial role in identifying patterns, understanding consumer behavior, increasing customer loyalty, and improving the overall customer experience. Seventy-six percent of business leaders, according to a Forbes Insights Survey, believe that a company’s ability to satisfy its customers is essential to survival. Measurement is the first step in strategizing and improving Customer Experience (CX). Your brand can enhance customer experience and build enduring relationships by measuring and analyzing client data wisely. AI and customer service analytics AI powers many analytics functions by rapidly analyzing vast amounts of customer data, offering insights into behavior, preferences, and trends. To unleash AI’s potential, ensure your customer data is connected and unified. AI transforms clean, reliable data into intelligent predictions and recommendations, enhancing service quality. AI’s ability to handle complex data aligns with future trends, as 68% of data professionals anticipate a significant increase in data volume in the next 12 months. Effective data management becomes crucial as data volumes surge. Benefits of tracking customer service analytics Customer service analytics offers several advantages: What to measure for customer service analytics While customer service analytics is broad, defining Key Performance Indicators (KPIs) is essential. Consider metrics such as Customer Satisfaction (CSAT), Net Promoter Score (NPS), Customer Effort Score (CES), Average Response Time (ART), Average Handle Time (AHT), First Contact Resolution, Case Deflection, Agent Case Volume, Customer Lifetime Value (CLV), Customer Retention Rate, and Sentiment Analysis. Salesforce Customer Service Analytics Use Cases Beyond individual teams, support conversation analysis has numerous use cases for customer experience research, CX enhancements, and time-saving procedures for the entire business. Common use cases include: Get started with customer service analytics Follow these steps to harness the power of customer service analytics: Customer service analytics, as a powerful tool, drives satisfaction and business success through data-driven decision-making. As 48% of customers admit to switching brands for better customer service, and 94% believe good service increases the likelihood of another purchase, prioritizing data-driven insights becomes crucial. Start with Salesforce Customer Service Analytics to deliver fast, efficient service Every customer interaction is full of data. Learn how to make sense of all that data to boost agent productivity, cut costs, and enhance customer satisfaction. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Business Analysis and Project Management Acronyms Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and Read more Salesforce Inbox Explained Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether Read more

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October 31, 2023in Salesforce Service Cloud
Salesforce Success Story
23Oct

Case Study: Large State Travel-Nonprofit and Hospitality/Travel-Salesforce Service/Experience Clouds

Transform into a Modern Data Driven Organization: case study nonprofit hospitality salesforce Largest Non-Profit Travel / Trade Organization moves to the cloud and adopts Salesforce and Google Cloud Platform to improve Operations and Marketing Industry: Government – Travel / Hospitality Service Cloud Experience Cloud case study nonprofit hospitality salesforce The largest nonprofit travel and Trade organization, is self-tasked with developing and maintaining marketing programs to further develop tourism in this large State.     PROBLEM SOLUTION RESULTS Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 23, 2023in Salesforce, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Success Story
26Sep

Case Study: Large Restaurant Entity-Salesforce Sales/Service/Experience Clouds

An American chain store of bakery-cafe fast food restaurants with over 2,000 locations, all of which operate in 48 states, the District of Columbia and Canada. The restaurant offers a sit-down restaurants (some with drive-throughs) where customers can enjoy a variety of freshly made sandwiches on your choice of bread, accompanied by soup or salad. Salesforce Case Study: Transforming  a Large Restaurant Entity by leveraging Salesforce. Sales Cloud Service Cloud Experience Cloud Implementation PROBLEM SOLUTION RESULTS . Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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September 26, 2023in Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Service Console
28Aug

Salesforce Service Console

The Service Console serves as a standard Salesforce Lightning console app designed to cater to various service requirements, allowing customization for a personalized touch. What defines the service console? The Salesforce Service Console stands as the central interface within the Salesforce Service Cloud, a dedicated application for customer service, support, and customer experience. This unified console empowers agents by providing a comprehensive view of all pertinent customer information linked to a particular case or customer support incident. Streamlining case management: The split view feature enables agents to handle multiple cases on a single screen, with a preconfigured, three-column layout consolidating essential information and minimizing clicks and scrolling. Column 1 displays case details, contact information, and related cases for the parent account via Related Record and Related List Single components. Column 2 presents a prominent highlights panel with a compact case feed for efficient case updates. Column 3 incorporates related lists and relevant Knowledge articles for the case. Enhanced details tracking: The preconfigured utility bar facilitates quick access to History and Notes, with customization options to include additional tools such as Macros, Omni-Channel, and Open CTI Softphone. The Actions & Recommendations component provides users with a to-do list, showing flows, quick actions, and recommendations based on Next Best Action strategies. Noteworthy features of Salesforce console for service: While the Lightning console apps offer substantial benefits, some features present in Salesforce Classic console apps, such as push notifications and custom keyboard shortcuts, are not yet available in Lightning console apps. Benefits of Salesforce console: The console proves beneficial for both Sales and Service roles, allowing support agents to handle multiple applications concurrently and maintain context as priorities shift. Sales representatives can effortlessly access tools to nurture leads, close deals, and manage relationships. Understanding Salesforce Lightning console: The Lightning Sales Console serves as a standard Salesforce Lightning app that consolidates various sales tools, providing easy access for prospecting leads, closing deals, and relationship management. Distinguishing Service and Service Console in Salesforce: Service Cloud encompasses the entire Salesforce instance or organization, while the Service Console is one of the apps within the Service Cloud. Accessed through Apps, the Service Console operates as a tab-based workspace, facilitating the management of multiple records on a single screen. Reach out to Tectonic today to discuss adding the Service Console to your Sales Cloud. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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August 28, 2023in Salesforce Optimization, Salesforce Service Cloud
Caseworker Productivity Dashboard
22Aug

Caseworker Productivity Dashboard in Salesforce

Gain Insights into Caseworker Efficiency and Community Impact Leverage Caseworker Productivity analytics to effectively manage workloads and make data-driven staffing decisions based on caseloads and case patterns. Provide supervisors with valuable insights into caseload distribution, caseworker performance, and case processing times to enhance overall caseworker productivity and efficiency. Visualize the community impact of your team by showcasing the number of beneficiaries assisted and the total benefits disbursed. Where: This enhancement is applicable to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with enabled Public Sector Solutions. Case Management Reports and Dashboards Utilize reporting functionalities to extract meaningful data regarding Clients and Programs. You can duplicate reports, filter them to include the Clients and Programs under your management, and subsequently add them to personalized dashboards for efficient progress tracking. Case Management comprises three report folders: Case Management Reports, Program Management Embedded Reports, and Program Management Reports (Unpackaged). Access to reports can be controlled through folder sharing to manage permissions effectively. Caseworker Productivity Dashboard The Case Management Reports folder includes reports such as: The Program Management Embedded Reports folder encompasses reports like: The Program Management Reports (Unpackaged) folder incorporates reports like: Access Case Management Reports To access Case Management reports: View Dashboards Two dashboard folders under Case Management include the Contacts Who May Require Followup and Intake Summary dashboards. In the Program Management Dashboards folder, you’ll find the Sample Program Management and Program Management Home Page dashboards. The Contacts Who May Require Followup dashboard incorporates reports such as: The Intake Summary dashboard encompasses reports like: The Sample Program Management dashboard includes reports like: The Program Management Home Page dashboard incorporates reports such as: To view Case Management dashboards: When you install the caseworker productivity analytics app via Guided Setup, the auto-install process seamlessly adds the Workload Management Analytics dashboard to the Public Sector: Benefit Management app. To make the Case Analytics dashboard accessible to users, embed it in the case record page after the auto-install process completes. Caseworker Productivity Dashboard has Intake Summary Dashboards. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Salesforce Inbox Explained Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether Read more

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August 22, 2023in Salesforce Public Sector Solutions, Salesforce Service Cloud

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