Service Cloud

 

Overview

Service Cloud is a customer service and support platform. It is a Core Cloud offering of Salesforce.   Service cloud helps companies deliver improved Customer Service and Support.

 

How Is Service Cloud Used?

 

Omni-Channel Support

Via multi-channel routing (email, phone, chat, social media, and SMS) Service agents are able to support customers from one place.  This vastly reduces the need for multiple tools and contracts to get the job done.

 

Case Management

Features such as Web-to-Case and routing automate complex intake processes. Entitlements and Milestones also allow users of Salesforce to track and enforce service level agreements.

 

Customer Self-Service

Knowledge Articles and Customer sites give the ability for customers to quickly leverage self service (FAQs, documentation, and troubleshooting).

 

What is the Benefit?

 

Increased Success

Centralizing all communications across teams creates an environment where better trending, successful case closure, accurate analytics and support rep performance are all a reality.

 

Resolution Rate

Automating case routing and tracking SLA’s save time and manage expectations internally.

 

Self-Service

Giving customers access to FAQ’s, Knowledge Articles, Troubleshooting guides, etc. empowers them to help themselves while reps focus on complex issues.

Common Use Cases of Service Cloud

Use Case Roles Scenario Outcome
Case Management Service Reps Case Creation and Routing
  • Quickly create cases from Web-to-Case/Email-to-Case features
  • Intelligently route cases with Omni Routing
  • Utilize Knowledge to reduce Case resolution timelines
Entitlement Management  Service Reps Ensure SLA’s are achieved
  • Replicate SLA needs against Case work
  • Automate milestone progression and SLA adhereance
  • Report on violations to SLA’s
Collaboration  Service Reps/Sales Reps Enable efficient Customer Support
  • Utilize Customer 360 aspect of CRM to enable cross team collaboration of Sales and Service
  • Reduce customer downtime to ensure cases resolve quickly and don’t inhibit sales

 

 

 

Who is Impacted?

 

Service/Success Agent

Utilize the platform daily to manage cases.

 

Service Managers

Oversee team performance and case resolution rates. Gaining insight to trends and strategies.

 

Account Managers

Insight to cases on their Accounts provides  insight to customer pain points, ticket volume, and general disposition with relation to your business.

 

Related Terms