Make The Most of Salesforce

SoftServe’s client is a US-based financial service and technology company with expertise in real estate. The company also provides brokerage, investment banking and advisory services.

We optimized their Salesforce functionalities to improve operations and create a best- in-class customer experience from start to finish by delivering:

  • Smarter workflow management using intelligent work order scheduling and assignment, effective inventory management, and automated workflows to improve field service operations.
  • Support for the digital era resulting in significantly decreased agent workloads and increased number of resolved cases. Customers gained access to self-service support options and real-time issue resolution tracking.
  • Cloud-powered customer service driven by omni-channel communication with intelligent case routing, including case capturing and comprehensive customer analytics.
  • End-to-end operational excellence that seamlessly connects systems and optimized business processes, resulting in reduced stakeholder management and powerful, customizable reporting.

How SoftServe helped our client make the most of their Salesforce platform:

  • Maximized field service operational productivity while maintaining great customer service by implementing Salesforce’s intelligent field service solution.
  • Reduced severe performance issues and the inability to scale the existing customer portal by replacing it with Salesforce Community Cloud.
  • Redesigned and implemented enhancements to the existing Service Cloud configuration.
  • Identified key areas of improvement with an end-to-end review of the client’s business processes using custom- configured Lightning Web Components.

Does Salesforce work to keep your custo- mers and employees happy?
Are your clients receiving the best support possible?
Could your company benefit from improved workflow and reporting?

LET’S TALK about your Salesforce performance and how SoftServe can help you pro- vide top-tier field service, excellent customer support, a seamless digital experience, and optimized business processes.

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