29 Apr Project Story: Connecting Sales and Service Processes for a Cloud Communications Provider
Posted at 20:49h in Experience Cloud, High Tech, Sales Cloud, Service Cloud, Software
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.
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.
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.