The Solution
The implementation of Salesforce Sales Cloud helped the client support and boost sales, marketing, and customer service. With Sales Cloud’s flexibility and customizability, the client could cater the software to their employees and customers’ needs. Designed to evolve as the customers’ demands do, the clients’ agents could easily predict and meet customers’ changing needs. This, paired with the system’s comprehensive customer data and frequently updated reports, allowed the client to create personalized sales experiences. Sales Cloud is also equipped with a simplified reporting system and clear data comparison, which, in conjunction with access to in-depth customer information, helped raise employee productivity.
Salesforce Service Cloud made it easier for the client to manage and improve their customer interactions. Service Cloud provided a 360-degree view of every customer, giving the clients’ agents complete visibility into every customer interaction. Additionally, the software streamlined the client’s communication with customers. The system provided agents with all relevant product and customer information on one screen, creating an individualized experience for customers and raising their satisfaction. The system also established a database of customer information that is continuously updated with accurate information. The database can be shared across multiple departments, eliminating departmental silos and creating a unified agent experience.
Salesforce Lightning Console was configured in Service Cloud to make it easier for employees to find relevant information. The Lightning Console created a centralized hub of information that increased day-to-day efficiency for the client’s employees by eliminating the need to jump from application-to-application. Lightning was also used to configure detail pages, which gave employees a simplified way to access record details.
Lastly, Lightning Flows were implemented, enabling the client to streamline workflows and eliminate time-consuming manual tasks. When a new record is created or an existing document is updated with Lightning Flow, the systems process automation application immediately files the record and tracks it. The files are stored in a centralized database so employees can easily access pertinent information. The client’s employees can then apply the time previously wasted combing through documents to value-added tasks.