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Salesforce Service Cloud Implementation: Your Guide to Optimising Service Cloud

Salesforce Service Cloud is a great tool to offer support to your customers, it resolves queries quickly and empowers your team to act at the right time. Now lets check how you can optimize your service cloud to reach greater heights.

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Salesforce Service Cloud Implementation: Your Guide to Optimising Service Cloud

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  1. Salesforce Service Cloud Implementation Your Guide to Optimising Service Cloud

  2. Imagine buying the most expensive smartphone but using only the basic features of calls and messages. Would you be okay with that? No, right? Let us go over how you can optimize your service cloud to reach greater heights. 01 Setting up Service Assistant Likewise, Salesforce Service Cloud is a great tool to offer support to your customers, but most people only scratch its surface of usability. At its full capabilities, it resolves queries quickly and empowers your team to act at the right time. 02 Good Use of the Console 03 Types of Views 04 Quick Text 05 06 Omnichannel Service Ask Einstein for Help

  3. Setting up Service Assistant Your customers must always have an easy way to raise a complaint. Service setup assistant makes generating and tracking customer issues easy. Toggle it from Service Setup Assistant under Setup in the Quick Find box. Follow this by creating or entering a support email address. All queries sent to this address automatically create an open case for your agents to work on. Use the Add Users button to invite all the agents you want on this and configure their profiles.

  4. Good Use of the Console Agents are given the job of catering to the customers, ensuring that they resolve their problems and provide a great experience. However, they can’t work at the required speed if they have to switch between tabs and enter values multiple times. You can automate such tasks with the service cloud, thus reducing repetitive tasks and click fatigue. The console has a few key useful features.

  5. Types of Views All agents have a distinct style of working. A single type won’t suit each of their strengths. The service cloud console offers three different views to solve this problem. Standard View This view brings focus to one active case. All the data related to that case is available at the fingertips of the agent so that they can offer quick yet accurate solutions. Console View This view shifts the attention and divides it evenly between active cases. The agent can switch between tabs, enabling them to reach the other query quicker and handle multiple at the same time. Split View This view arranges cases in a list format. Agents use it to reach out to multiple accounts for bulk actions like sending notifications.

  6. Quick Text The understanding the importance of a personalized approach. Most businesses equip their agents with a sheet comprising greeting, compassionate and apologetic messages which they can copy-paste into any chat. customer support industry grew by The quick text feature allows agents to skip the copy-paste approach and select the apt message from a drop-down list. The chat automatically picks the customer’s provided data and combines the choices to create a custom text.

  7. Omnichannel Service To own a successful business today, you need both an online and offline presence. This opens the door to a wave of potential customers. However, it becomes tough to keep track of multiple messages over different channels. Social Customer Service With this, agents can respond to queries that come from social media platforms. Messaging & Chat Service Talk with customers over texts with your website’s chat feature or SMS. This service offers emojis to keep up with the latest texting trends. Calling Service You can use 3rd party apps to make calls from the console, log all its data and view it in the future

  8. Ask Einstein for Help We are talking about the powerful AI that comes with Salesforce Service Cloud. Service Cloud Einstein has an array of tools that make the life of agents simpler. For starters, it has bots to handle routine requests, leaving your agents to handle complex cases only. You can create one from scratch or use an intro template to imbed your company’s ideas. Its classification helps to save and sort field values, whereas its recommendation calculations to suggest article/reply. The feature that acts as a topping on the cake is its ability to become more efficient with time using machine learning. uses most smart relevant AI the

  9. Service cloud is powerful on its own, but pairing it with an effective partner like Salesforce Commerce Cloud brings out the best of both worlds. Here’s how connecting the Salesforce commerce cloud unifies a customer’s journey. We at AtoCloud can become your perfect Salesforce consulting partner by helping you leverage the full power of Salesforce. Contact us to know more.

  10. Thank you ! Feel free to DM us your questions any time: contact@atocloud.com

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