Customer Service & Field Service Management Solutions
4.37/5 (507 reviews)
Users are really more productive than previous tool
Pros
With Service Cloud, we have a complete overview on our Customers. From Lead to Case, we can log all customers activities and be proactive for their needs.
Cons
Often, you must adapt your process to the tool, not the tool to your process and that's the hardest part of Salesforce implementation. Also, multiple administrators can destroy your organization.
Rating breakdown
Likelihood to recommend: 10/10
I love that I can manage our sales team's goals vs. actuals all in one place. I can see exactly where each prospect/opportunity is in the sales process, who the contact is and information about the company all on one screen. With the links that let me get more information about each of those areas, it's a seamless process.
Pros
I love that, compared to Salesforce Classic, I can see all of the information about the Prospect or Client that I need all on one page. I don't have to go from one page to another
Cons
It's not like any of the other CRMs that our sales team has used so there was a bit of a training curve for some of them.
Rating breakdown
Likelihood to recommend: 9/10
Excellent tool ,easy to configure and setup with minimal code.
Pros
Salesforce Service cloud comes with all the required out of the box functionality required for customer support, which includes below mentioned features which are required for setting up customer service .
1) Receiving the cases through multiple channels like Web and emails.
2) Auto assigning the cases to respective group based on the type of issue.
3)SLA definitions and escalation rules,
4)Assigning the knowledge articles to cases.
5)Self service portals.
6)Chatbots and Einstein analytics.
7)Configuring knowledge base.
8)reports and dashboards.
9)Easy API integrations.
10)Rich UI.
Cons
Some of the limitations associated with API limits ,Storage limitations. Cost associated with licensing .
Rating breakdown
Likelihood to recommend: 9/10
We tried our best to customise Salesforce and for a year we used it but we found that the kind of features we needed it required a Salesforce consultant team to build it however with an extra cost with a dependency so we moved to Zendesk because they provided exactly what we needed at a much less cost and without needing a consultant. Mid-size companies should never use Salesforce cloud unless if their requirements are very high which cannot be fulliled by a out of box customizated product like Zendesk.
Pros
Only reports. They have a very good Reports which can be used to build a Dashboard which are very easily customised.
Cons
It is highly complex and it doesn't come with out of box customization. For every single feature implementation u will need a. Consultant. It is only suitable for big call center provided if they maintain a Salesforce engineering team to create and implement all the features as per the Support departments requirements.
Rating breakdown
Likelihood to recommend: 0/10
I really like the ease of use with this CRM and the fact that it integrates with our other softwares. We operate as a sales unit, so it is essential that we are aware of what other members of the team are doing at all times, and where they stand on different leads, territories, etc. It eliminates the need for additional forms of communication, documents, spreadsheets, you name it. This is essential for any sales team out there, regardless of industry.
Pros
We are a sales and distribution company for a number of investment companies that run mutual funds, hedge funds etc. We have a GIANT list of prospects and trying to manage all of that in excel spreadsheets would be a nightmare when you consider that we operate as a team and not on an individual basis. It's easy enough to use and integrates well with outside software, such as outlook and excel. Great product for sales teams**.
Cons
I'm really not a fan of the lack of a genuine support system. If you have any issues, your only option is to email the support team and they have not been very helpful in my experience. Unless you pay for the top tier of salesforce, there's no phone number that you can call. I wish they had a decent tutorial and moreover, there are some no brainer adjustments that could really improve the CRM, such as mass email integration. Perhaps there is a way, but the fact that I have not been able to figure it out or get a decent answer from support speaks to their support system.
Rating breakdown
Likelihood to recommend: 7/10
Lightning Essentials: $25 / user / month
Lightning Professional: $75 / user/ month
Lightning Enterprise: $150 / user/ month
Lightning Performance: $300 / user/ month
All plans are billed annually.
Customers are no longer willing to wait until the next business day to receive responses to their queries and complaints. Salesforce Service Cloud, built on the Salesforce1 Platform, provides organizations with a way to embed one-touch service directly into their products, with multi-channel support designed for today’s nonstop world.
Service Cloud provides agent with tools for quickly managing customer cases, using consoles, communities, knowledge bases, collaboration, social service, and multi-channel support features. In some cases, organizations can even create online support communities where customers are able to find their own answers to common concerns or questions.
Service Cloud is a customer support solution designed for businesses of any size. Businesses are able to provide top quality customer service across every channel, and they can connect with customers on their own terms. Agents are able to provide customers with service through social media, and they can collaborate with other agents through integrated Chatter feeds.
Because Service Cloud is completely cloud-based, agents are able to manage cases from anywhere, at any time. Customer feedback and satisfaction levels can be tracked from any smartphone or tablet device using Salesforce’s mobile app and real-time dashboards.
Because Salesforce 1 Service Cloud is available in multiple editions, the platform can be utilized by businesses in a number of different industries. Businesses that use Salesforce 1 Service Cloud range from the smallest organizations—including small contact center teams that need access to basic services and support functionalities—to some of the largest companies in the world.
Among the businesses that have adopted Salesforce 1 Service Cloud, the solution is often utilized by employees within every department. Customer support agents are the most frequent users of Salesforce 1 Service Cloud. However, project managers and even upper level executives can rely on the solution, as well.
With Service Cloud, agents can juggle multiple cases at once. By unifying the agent experience into one platform, Salesforce has created a way for agents to respond to multiple support requests through multiple channels. Cases can be managed on both desktop and mobile devices.
The console is your primary case management interface, and it’s the place you’ll visit to get an idea of how your customers are feeling on a day-to-day basis. By putting as much information as possible onto one page, Salesforce has decreased the amount of clicking and scrolling you’ll need to do when finding, updating, and creating new records. You can even see visual indicators that update in real-time when lists or records are changed by other agents on your team.
Agents are able to create and manage content, which Salesforce calls “articles,” within their companies’ knowledge bases. These articles can be an excellent resource when agents are looking for the answers to questions that are infrequently asked by customers.
To improve the efficiency and effectiveness of your knowledge base, create separate article types and categorize articles to allow administrators to control article visibility. For example, some articles may be accessible to agents-only, and other articles may be accessible to both agents and end-users.
Nobody knows all the answers. Service Cloud capitalizes on this by introducing a way for agents to quickly solicit advice and feedback from colleagues through the Salesforce platform. Using Chatter, agents are able to escalate cases to experts who have experience managing similar situations.
Because Service Cloud is built on the Salesforce1 Platform, it is easy to integrate the solution into your existing Chatter feed. From your desktop or mobile device, you can communicate with colleagues in real-time, asking for advice on how to handle difficult situations or handing off specific cases to experts within your department.
Using Service Cloud Communities, customers can find the answers to their own questions without relying on the help of a dedicated company agent. Regardless of the device a customer is using, self-service tools make it easy to troubleshoot and ask for help from other users within a supportive community.
When you enable Service Cloud Communities, you’re able to add support tabs to your apps, Facebook pages, and mobile websites. Through these support tabs, your customers can browse articles and community posts, and they can find answers to their questions without submitting a ticket to one of your agents. Service Cloud monitors all customer inquiries, and those that aren’t resolved on their own are ultimately flagged for follow-up by an agent on your team.
Service Cloud is available on more than just desktop devices. Using the solution, companies can offer their customers immediate service and support through any mobile device, as well. Using apps or mobile sites, customers can find the right products, get answers to their questions, and watch demonstration videos.
When customers still have questions even after using Service Cloud’s self-service mobile tools, they’ll often start chat sessions with agents from inside the mobile app. As a company service manager, you can participate in these sessions. You can also track agent productivity levels and customer satisfaction through your own mobile device at any time.
Service Cloud is built on the Salesforce1 Platform, and as a result, it is fully integrated into the Salesforce ecosystem. Users are able to customize their business processes and leverage any pre-built integrations they may have with ISV and partner applications. Service Cloud integrates with Desk.com.
Service Cloud is available with three levels of pricing. The most inexpensive option is the Professional plan, which costs $65 per user, per month. Next up is the Enterprise plan, which costs $135 per user, per month. Finally, large organizations can select the Performance plan at $300 per user, per month.
Provides businesses with ways to embed one-touch service directly into their products
Built on the Salesforce1 Platform
Agents can host live chats through desktop or mobile
Create self-service customer communities
Complete social integration
Australia (English)
Canada (English)
Deutschland (Deutsch)
United Arab Emirates (English)
España (español)
France (français)
Ireland (English)
México (español)
Nederland (Nederlands)
New Zealand (English)
Österreich (Deutsch)
Portugual (Português)
Singapore (English)
South Africa (English)
United Kingdom (English)