SlideShare une entreprise Scribd logo
1  sur  1
Télécharger pour lire hors ligne
How a leading real estate firm transformed its customer experience strategy with Salesforce’s service
cloud
Henry Ford once said, “a business absolutely devoted to service will have only one worry about -profits.
They will be embarrassingly large”. It may sound a little simplistic but there is certainly a truth behind
this observation.
Good customer service is the lifeblood of any business or organization.
This reminds us about our recent Salesforce implementation for a leading real estate firm. The company
had outgrown their customer service support system and needed a solution that would take their call
tracking to a next level. They wanted to streamline their sales and marketing processes, optimize ticket
management and enhance the efficiency of their customer support team to provide excellent customer
experience.
Customer service team was assigned with customer queries and other issues related to payment status
and status of particular project documents. The sales team would track number of inquiries and sales
conversions in order to measure their performance whereas the customer service team required real
time reports to monitor the number of calls attended by the agents, number of issues resolved and the
issue resolution time.
Having in-depth experience in deploying customized Salesforce Service Cloud, Bodhtree’s service cloud
experts understand the critical success factors in enhancing revenue generation with a customer
experience strategy. We helped several customers in deploying Service Cloud, which allowed them to
provide revolutionary customer service from anywhere, anytime and on any device. In fact, Service
Cloud enables you to embed one-touch service directly into products. Your customer service agents can
be fully empowered by Service Cloud.
Some of the benefits they enjoyed
1. Healthy Competition & Real time visibility - Multiple queues can be viewed at once, so there is a
healthy competition between agents to resolve their cases faster
2. Increased Collaboration - With Chatter, agents can quickly escalate cases to experts to provide
accurate solutions and close them faster
3. Knowledge & custom dashboards - Quickly search your knowledge base for relevant answers. Or
make it easy for customers to do it themselves. View customized reports to increase performance
efficiency
Yes, it’s a new world out there, and we expect to see many more organizations dramatically reshaping
their sales, marketing and customer support functions like this real estate firm did.

Contenu connexe

Plus de Bodhtree

Bodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solutionBodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solutionBodhtree
 
Bodhtree key account_planning_solution
Bodhtree key account_planning_solutionBodhtree key account_planning_solution
Bodhtree key account_planning_solutionBodhtree
 
Bodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solutionBodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solutionBodhtree
 
Bodhtree healthcare payer solutions
Bodhtree healthcare payer solutionsBodhtree healthcare payer solutions
Bodhtree healthcare payer solutionsBodhtree
 
Tele health startup case study
Tele health startup case studyTele health startup case study
Tele health startup case studyBodhtree
 
How unused Big Data turns into Big Value
How unused Big Data turns into Big ValueHow unused Big Data turns into Big Value
How unused Big Data turns into Big ValueBodhtree
 
Change is the only constant
Change is the only constantChange is the only constant
Change is the only constantBodhtree
 
Bodhtree Corporate Overview
Bodhtree Corporate OverviewBodhtree Corporate Overview
Bodhtree Corporate OverviewBodhtree
 
Balance your Supply Chain with Big Data
Balance your Supply Chain with Big DataBalance your Supply Chain with Big Data
Balance your Supply Chain with Big DataBodhtree
 
Business Analytics from Bodhtree
Business Analytics from BodhtreeBusiness Analytics from Bodhtree
Business Analytics from BodhtreeBodhtree
 
Bodhtree Corporate Deck
Bodhtree Corporate DeckBodhtree Corporate Deck
Bodhtree Corporate DeckBodhtree
 

Plus de Bodhtree (11)

Bodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solutionBodhtree executive management_program_tracking_solution
Bodhtree executive management_program_tracking_solution
 
Bodhtree key account_planning_solution
Bodhtree key account_planning_solutionBodhtree key account_planning_solution
Bodhtree key account_planning_solution
 
Bodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solutionBodhtree cloud geotagging_solution
Bodhtree cloud geotagging_solution
 
Bodhtree healthcare payer solutions
Bodhtree healthcare payer solutionsBodhtree healthcare payer solutions
Bodhtree healthcare payer solutions
 
Tele health startup case study
Tele health startup case studyTele health startup case study
Tele health startup case study
 
How unused Big Data turns into Big Value
How unused Big Data turns into Big ValueHow unused Big Data turns into Big Value
How unused Big Data turns into Big Value
 
Change is the only constant
Change is the only constantChange is the only constant
Change is the only constant
 
Bodhtree Corporate Overview
Bodhtree Corporate OverviewBodhtree Corporate Overview
Bodhtree Corporate Overview
 
Balance your Supply Chain with Big Data
Balance your Supply Chain with Big DataBalance your Supply Chain with Big Data
Balance your Supply Chain with Big Data
 
Business Analytics from Bodhtree
Business Analytics from BodhtreeBusiness Analytics from Bodhtree
Business Analytics from Bodhtree
 
Bodhtree Corporate Deck
Bodhtree Corporate DeckBodhtree Corporate Deck
Bodhtree Corporate Deck
 

Dernier

Microservices, Docker deploy and Microservices source code in C#
Microservices, Docker deploy and Microservices source code in C#Microservices, Docker deploy and Microservices source code in C#
Microservices, Docker deploy and Microservices source code in C#Karmanjay Verma
 
Landscape Catalogue 2024 Australia-1.pdf
Landscape Catalogue 2024 Australia-1.pdfLandscape Catalogue 2024 Australia-1.pdf
Landscape Catalogue 2024 Australia-1.pdfAarwolf Industries LLC
 
Unleashing Real-time Insights with ClickHouse_ Navigating the Landscape in 20...
Unleashing Real-time Insights with ClickHouse_ Navigating the Landscape in 20...Unleashing Real-time Insights with ClickHouse_ Navigating the Landscape in 20...
Unleashing Real-time Insights with ClickHouse_ Navigating the Landscape in 20...Alkin Tezuysal
 
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...Nikki Chapple
 
Potential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and InsightsPotential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and InsightsRavi Sanghani
 
A Journey Into the Emotions of Software Developers
A Journey Into the Emotions of Software DevelopersA Journey Into the Emotions of Software Developers
A Journey Into the Emotions of Software DevelopersNicole Novielli
 
Varsha Sewlal- Cyber Attacks on Critical Critical Infrastructure
Varsha Sewlal- Cyber Attacks on Critical Critical InfrastructureVarsha Sewlal- Cyber Attacks on Critical Critical Infrastructure
Varsha Sewlal- Cyber Attacks on Critical Critical Infrastructureitnewsafrica
 
Glenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security ObservabilityGlenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security Observabilityitnewsafrica
 
Connecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdfConnecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdfNeo4j
 
Modern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
Modern Roaming for Notes and Nomad – Cheaper Faster Better StrongerModern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
Modern Roaming for Notes and Nomad – Cheaper Faster Better Strongerpanagenda
 
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Jeffrey Haguewood
 
Zeshan Sattar- Assessing the skill requirements and industry expectations for...
Zeshan Sattar- Assessing the skill requirements and industry expectations for...Zeshan Sattar- Assessing the skill requirements and industry expectations for...
Zeshan Sattar- Assessing the skill requirements and industry expectations for...itnewsafrica
 
Moving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdfMoving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdfLoriGlavin3
 
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotesMuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotesManik S Magar
 
Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)Kaya Weers
 
React Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App FrameworkReact Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App FrameworkPixlogix Infotech
 
The State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptxThe State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptxLoriGlavin3
 
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS:  6 Ways to Automate Your Data IntegrationBridging Between CAD & GIS:  6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integrationmarketing932765
 
A Deep Dive on Passkeys: FIDO Paris Seminar.pptx
A Deep Dive on Passkeys: FIDO Paris Seminar.pptxA Deep Dive on Passkeys: FIDO Paris Seminar.pptx
A Deep Dive on Passkeys: FIDO Paris Seminar.pptxLoriGlavin3
 
A Framework for Development in the AI Age
A Framework for Development in the AI AgeA Framework for Development in the AI Age
A Framework for Development in the AI AgeCprime
 

Dernier (20)

Microservices, Docker deploy and Microservices source code in C#
Microservices, Docker deploy and Microservices source code in C#Microservices, Docker deploy and Microservices source code in C#
Microservices, Docker deploy and Microservices source code in C#
 
Landscape Catalogue 2024 Australia-1.pdf
Landscape Catalogue 2024 Australia-1.pdfLandscape Catalogue 2024 Australia-1.pdf
Landscape Catalogue 2024 Australia-1.pdf
 
Unleashing Real-time Insights with ClickHouse_ Navigating the Landscape in 20...
Unleashing Real-time Insights with ClickHouse_ Navigating the Landscape in 20...Unleashing Real-time Insights with ClickHouse_ Navigating the Landscape in 20...
Unleashing Real-time Insights with ClickHouse_ Navigating the Landscape in 20...
 
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
 
Potential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and InsightsPotential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and Insights
 
A Journey Into the Emotions of Software Developers
A Journey Into the Emotions of Software DevelopersA Journey Into the Emotions of Software Developers
A Journey Into the Emotions of Software Developers
 
Varsha Sewlal- Cyber Attacks on Critical Critical Infrastructure
Varsha Sewlal- Cyber Attacks on Critical Critical InfrastructureVarsha Sewlal- Cyber Attacks on Critical Critical Infrastructure
Varsha Sewlal- Cyber Attacks on Critical Critical Infrastructure
 
Glenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security ObservabilityGlenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security Observability
 
Connecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdfConnecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdf
 
Modern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
Modern Roaming for Notes and Nomad – Cheaper Faster Better StrongerModern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
Modern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
 
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
 
Zeshan Sattar- Assessing the skill requirements and industry expectations for...
Zeshan Sattar- Assessing the skill requirements and industry expectations for...Zeshan Sattar- Assessing the skill requirements and industry expectations for...
Zeshan Sattar- Assessing the skill requirements and industry expectations for...
 
Moving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdfMoving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdf
 
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotesMuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
 
Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)
 
React Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App FrameworkReact Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App Framework
 
The State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptxThe State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptx
 
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS:  6 Ways to Automate Your Data IntegrationBridging Between CAD & GIS:  6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
 
A Deep Dive on Passkeys: FIDO Paris Seminar.pptx
A Deep Dive on Passkeys: FIDO Paris Seminar.pptxA Deep Dive on Passkeys: FIDO Paris Seminar.pptx
A Deep Dive on Passkeys: FIDO Paris Seminar.pptx
 
A Framework for Development in the AI Age
A Framework for Development in the AI AgeA Framework for Development in the AI Age
A Framework for Development in the AI Age
 

How a leading real estate firm transformed its customer experience strategy with Salesforce’s service cloud

  • 1. How a leading real estate firm transformed its customer experience strategy with Salesforce’s service cloud Henry Ford once said, “a business absolutely devoted to service will have only one worry about -profits. They will be embarrassingly large”. It may sound a little simplistic but there is certainly a truth behind this observation. Good customer service is the lifeblood of any business or organization. This reminds us about our recent Salesforce implementation for a leading real estate firm. The company had outgrown their customer service support system and needed a solution that would take their call tracking to a next level. They wanted to streamline their sales and marketing processes, optimize ticket management and enhance the efficiency of their customer support team to provide excellent customer experience. Customer service team was assigned with customer queries and other issues related to payment status and status of particular project documents. The sales team would track number of inquiries and sales conversions in order to measure their performance whereas the customer service team required real time reports to monitor the number of calls attended by the agents, number of issues resolved and the issue resolution time. Having in-depth experience in deploying customized Salesforce Service Cloud, Bodhtree’s service cloud experts understand the critical success factors in enhancing revenue generation with a customer experience strategy. We helped several customers in deploying Service Cloud, which allowed them to provide revolutionary customer service from anywhere, anytime and on any device. In fact, Service Cloud enables you to embed one-touch service directly into products. Your customer service agents can be fully empowered by Service Cloud. Some of the benefits they enjoyed 1. Healthy Competition & Real time visibility - Multiple queues can be viewed at once, so there is a healthy competition between agents to resolve their cases faster 2. Increased Collaboration - With Chatter, agents can quickly escalate cases to experts to provide accurate solutions and close them faster 3. Knowledge & custom dashboards - Quickly search your knowledge base for relevant answers. Or make it easy for customers to do it themselves. View customized reports to increase performance efficiency Yes, it’s a new world out there, and we expect to see many more organizations dramatically reshaping their sales, marketing and customer support functions like this real estate firm did.