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5 Steps For Effective Salesforce Service Cloud Strategy

03 February 2022 by Sara Wahba

When it comes to the most crucial business processes, there's nothing more important than customer service. It has never been more true than today, with social media platforms like Facebook and Twitter allowing customers to share their experiences for all of their friends or followers to see.

It is even more concerning that 73 percent of unhappy customers won't complain; they'll leave and go to a competitor. Therefore, it has never been more critical for businesses to prioritize customer service. Fortunately, the right CRM system can help provide that outstanding customer service, and the salesforce service is one of the best options on the market today.

What is the salesforce service cloud?

The Salesforce service cloud is an enterprise-level CRM system that focuses on customer service. One of the most notable features of the salesforce service is its ability to build agent workflows, which can automate mundane tasks like transferring calls or assigning cases to different agents.

The system keeps every interaction fully documented and drills down into the data to learn more about operations. From there, we can make changes that improve customer service, leading to better reviews and an improved relationship with current customers.

The best CRM systems work with the customer in mind. We can deliver an excellent experience to every customer with the salesforce service integration while gaining critical insights into the business.

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Benefits of salesforce service cloud automation:

There are multiple benefits, they include:

1. Ease of collaboration

This system eliminates the risk of customers falling through the cracks because it lets you see when multiple employees are working on a single case. Once you know who's in charge of what, each team member can work simultaneously to resolve problems quickly and efficiently.

2. Mobile access

Just about everyone has a smartphone these days, so why limit yourself to a computer? With the salesforce service automation, you can access your information anywhere and at any time.

3. Customizability

Every business has different needs and goals, and that's one of the significant benefits of the salesforce service: it lets you customize your system without sacrificing power or flexibility. By tailoring the system to your specific needs, you can be sure that it will offer maximum efficiency.

4. Data security

Since this is an enterprise-level solution, data security is crucial to businesses of all sizes. Luckily the salesforce service has excellent security measures in place, including encryption and login security features.

5. Reports and analytics

Reports let you analyze your data to discover actionable insights that can make a real difference in how your business runs. With the salesforce service, you can access reports on nearly every aspect of your customer interactions: agent performance, timeliness, issue resolution, and more. To learn more about how to improve your customer service with the salesforce service integration, contact us at Kapsys. We specialize in helping businesses like yours thrive by providing powerful CRM systems that are easy to use and fully customizable. To find out more about our services or chat with a member of our team. Kapsys provides custom software solutions to help businesses manage their customers successfully. Our expertise in Salesforce Service is the best to make your customer service an integral part of your business.

Five steps to build a Salesforce Service Cloud Strategy

1. Take Only What You Need: CRM-Relevant Data

You can limit the data you collect to only what you need through streamlined fields. Customize the app according to your business requirements, or build it from scratch using our salesforce automation and salesforce integration.

2. Optimize your Big Objects: Large Data Volume Optimization

Large objects like Emails, Contacts, Accounts, and Opportunities can be optimized by indexing them. It will help you extend your Salesforce account's capacity without any additional setup fees.

3. Use Data where it Lives: Federate and Integrate non-CRM data

Federate data with your CRM to eliminate duplicate data entry and automate tasks. You can integrate non-CRM data, including social media call center notes.

4. Travel Light: Data Archiving

You can archive data using Archiving feature to minimize storage. With archiving, you can set up rules around retention policies for records that are not required anymore.

5. Govern with Discipline: Master Data Management

You can maintain data quality by building a master list of customers, products, and suppliers. Identify the correct items from different sources and ensure that new records are created with accurate information.

What is Salesforce Marketing Cloud

The Salesforce marketing cloud is different from the service cloud in that it focuses on campaigns rather than building relationships with current customers. The system data-maps everything related to a campaign, giving us insights into what media is performing best, how frequently contacts are being engaged, and which content resonates most with specific groups. Social media has become increasingly challenging to manage, and we need a powerful marketing cloud to help devise an effective plan. Salesforce is one of the leading providers of enterprise-level social media management tools and makes it possible for us to coordinate different strategies across multiple social platforms.

Who should use Salesforce?

The Salesforce service is ideal for any company that wants to improve its customer service. It can be a single department or the entire company and is especially valuable for companies that deliver products or services through complex operations.

How can Salesforce improve your business?

Salesforce can help companies deliver an outstanding customer experience and gain critical insights into their operations simultaneously. The system enables businesses to transform their customer relationships and create exceptional experiences with every contact. It also makes it easier to measure the success of customer service campaigns, providing valuable feedback that can help improve future interactions. Good CRM systems are essential tools in every company's arsenal today, and Salesforce is one of the best options on the market today. Today, businesses looking for an excellent CRM system with powerful customer service capabilities should consider learning more about the salesforce service cloud.

What is the salesforce commerce cloud?

Salesforce Commerce Cloud enables retailers, brands, and other businesses to build e-commerce websites that connect with the leading sales, service, and marketing clouds. This innovative platform can help companies cost-effectively drive online sales using real-time personalization and advanced merchandising and product selection tools. Companies can tap into industry-leading omnichannel capabilities to improve the customer experience. The commerce cloud also helps businesses find new customers, encourage them to make repeat purchases, and strengthen their relationships with existing customers through automated cross-selling and up-selling.

What is Salesforce Communities?

Salesforce Communities is a powerful collaboration tool that can help your team work better together. You can share expertise and best practices, and you can also work on projects with your colleagues. Using Communities improves communication throughout your organization and helps team members stay connected no matter who they are or where they're located. The system also makes it easier for knowledge workers to share their ideas and facilitates a culture of innovation throughout the workplace.

Advantages of working with experts in salesforce service cloud automation

1. Get up to speed quickly on critical areas of Salesforce CRM

Speedy service delivery is one of the main benefits of relying on an experienced Salesforce partner. The service cloud has evolved over time and now offers customers numerous functionalities to streamline their workflow processes. Over time, businesses typically discover that certain features are more valuable than others, but it's challenging to identify areas needing improvement without outside guidance. By working with an experienced Salesforce partner, companies can get to the root of their workflow issues and resolve them quickly.

2. Uncover opportunities for growth

As your company grows and expands into new markets, it's vital to optimize existing services and enhance the customer experience. However, you might not know where to start when increasing sales or improving profitability. An experienced Salesforce partner can help you identify potential growth areas and leverage existing platforms to generate more leads and improve conversions. You can then implement these changes quickly with the support of your experienced consultant.

3. Improve time management

Managing customer relationships is an ongoing responsibility, but it isn't easy to do this effectively when you don't have the right tools in place. A well-designed Salesforce CRM system can help your business efficiently organize contacts, track interactions via case histories, and access customer records in real-time.

4. Enhance customer loyalty

By working with an experienced Salesforce partner, businesses gain access to a wide range of complementary services to strengthen customer loyalty. You can set up targeted campaigns to encourage existing customers to make repeat purchases or introduce them to other products and services that align with your business model. The Salesforce platform also makes it easy for companies to gather feedback from clients and use this insight to improve overall service quality.

5. Boost productivity

Salesforce is known for its repetitive tasks management functionality, which can help you streamline business processes. By using this feature, companies can reduce the number of steps to perform specific actions and get better insights into their daily operations. Salesforce automation allows businesses to automate repetitive services that individual employees typically perform. By eliminating some of these time-consuming activities, you can create more room for your team members to focus on high-value tasks that directly impact the bottom line. Now you have a complete picture of how to build a salesforce service cloud strategy for your business, get in touch with Kapsys for Salesforce Service Development and Implementation. We will provide you with the best solution as per your business requirements.