Problem

A provider of cloud-based communications solutions needed more visibility into and management of key business processes, including:

• A unified way to track and complete cases from sales to service.
• Visibility for sales, finance and management teams that encompassed the entire sales/service cycle.

Solution

Fast Slow Motion created a solution to address these issues by:

• Implementing Service Cloud so all issues are tracked within Salesforce and visible to all teams.
• Prototyping automations and notifications to ensure cases are completed as needed.
• Creating service reports and dashboards for multiple levels (individuals and management) to provide full visibility.

Success

The solution Fast Slow Motion created enables the client to:

• Efficiently track and complete cases across sales and service teams.
• More accurately track varying case types with customized stages and fields.
• Provide relevant, timely information tailored to the needs of individuals and teams across the organization.