Salesforce Service Cloud Valuable Features
The most valuable features include:
1. Customer 360 - Complete customer information visibility can induce additional sales opportunities.
2. Chatter - Intact communication among the team means no information loss.
3. APP Exchange - Pre-built apps are in place to utilize as per the need resulting in the quick implementation of small enhancement features.
4. High Scalability - The design allows users to scale up the business with configurable screens, making the system much more flexible to adapt to business changes quickly.
5. Ready Plug-Ins - The plug-ins that work with other standard systems have made the product industry-ready.
This solution has customer 360 features. I can leverage Salesforce to connect with my customers for the service and sales operation. Therefore, one of Salesforce's benefits is the centralization of data. Salesforce already has predefined objects and the best practices built into the system, allowing customers to manage change with the industry's best practices. That is how we have leveraged the business office desk's new best practices using Salesforce. Another benefit is that the solution is very quick to implement. We have gone live with Salesforce within six months, with seven years of legacy data.
The three major pillars of Salesforce Service Cloud are the SSL, Chatter, and the Dispatcher Console, which routes calls to the technicians.
View full review »The most valuable aspect is its integration capabilities, particularly with our internal systems. The platform seamlessly connects with our in-house integration tool. The strength lies in its ability to work cohesively with other systems, creating a centralized hub that enhances efficiency and collaboration across various functionalities within our organization.
Buyer's Guide
Salesforce Service Cloud
March 2024
Learn what your peers think about Salesforce Service Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,246 professionals have used our research since 2012.
I'm seeing more investment in real-time intelligence. This utilizes data, AI technologies like bots, and solutions like Customer 360 to interpret data in real time. This helps agents resolve customer interactions faster rather than having to navigate through multiple applications.
View full review »NK
NIKO KARANTONIS
Project E2e Architect at Optus
Salesforce is used for campaigns, decision-making processes, and order submissions. I'm currently in the learning phase and not familiar with all the details.
View full review »The interface is quite user-friendly. Anyone can use the software. It's very easy to pull up Salesforce to work or see if there has been any progress on our deals. The option to download the registered deals into an Excel sheet has enhanced our customer experience. There's a feature where we can mention the timelines of each milestone. As the milestone is achieved, it turns green. It gives us a notification. It improved our customer support and service operations.
View full review »ML
Marcos Luján
Salesman at Manacor
The most valuable features of the solution stem from the fact that the tool is fast and easy to use, and sometimes, Salesforce Service Cloud is not just a single app like Microsoft Dynamics 365 CRM. Salesforce Service Cloud is adding more and more interfaces.
Service Cloud offers almost all the features that service professionals and teams need. It's rich in features.
Salesforce Service Cloud offers several notable features. It includes robust case routing, escalation capabilities, entitlement mapping, and entanglement rules. Additionally, it supports Computer Telephone Integration (CTI), which allows for automatic case generation when a call is made to a designated number.
Furthermore, it offers the flexibility to generate cases through various mediums like Twitter, Facebook, and email, catering to your customer's preferred communication method. Once a ticket is generated, you can categorize it automatically, leveraging hands-on discovery if you have the appropriate license or manually categorize it. To route the case to the correct agent, you can utilize both hands-on discovery and custom algorithms or coding tailored to your department's needs.
To help all these agents, the solution provides service console for agents, which displays all pertinent information required to resolve the case efficiently. Notably, we've introduced a new feature—soft phone integration, where agents can receive calls using Computer Telephone Integration (CTA) or make outbound calls to customers.
Furthermore, Service Cloud includes a knowledge recommendation feature. If an agent encounters a customized issue or case and is seeking a resolution provided by another agent, they can access the knowledge management system, which employs machine learning algorithms to retrieve relevant information. These are some of the key functionalities of Salesforce Service Cloud.
SD
Srini-Dhanaraj
Founder & CEO at imfine.club
It's very user-friendly and is easy to navigate.
View full review »We use Salesforce Service Cloud for lead management and opportunity management.
View full review »JN
reviewer2250960
Company Owner at a consultancy with self employed
The reason why most businesses are so happy about Salesforce Service Cloud is that it covers all the bases for the product.
It is very customizable, which is great for IT, but for the best part, they love it because they can get any of the features implemented.
So, this is a general advantage of cloud systems: that you have good performance, ease of use, and a customizable system.
View full review »TC
reviewer2292267
Key Account Manager - Cloud Technology at a tech vendor with 501-1,000 employees
The most valuable feature of Salesforce Service Cloud is its ease of use.
View full review »The OOTB skills functionality is the most valuable feature for us.
View full review »- Contact tracking
- Knowledge Base
- Analytics
The standard case management features such as case teams, case queues, and approval processes are useful for various use cases, such as service organizations, call centers, support teams, etc.
View full review »The built-in, ready-to-go package of case management, email management and social media management with a knowledge base helps to speed up the implementation time. I can have a new service center operational within a few days if needed, although more complex implementations still may take much longer.
The most important feature though is the platform’s upgrade approach. There is never a need to install an upgrade. The upgrades are applied automatically three times a year, and every customer is always operating on the latest version of the software.
View full review »LC
reviewer2235444
Sales Consultant at a tech services company with 1-10 employees
It’s feasible to configure the platform according to the specific processes utilised. Customization of the platform could be carried out based on the techniques we employ.
View full review »
JL
reviewer983598
Senior Vice President with 51-200 employees
The most valuable feature was the ability to quickly add customizable fields (and by quickly, I mean in less than two minutes) that were easily incorporated into the existing framework.
The system was remarkably easy to understand which made the setup quick. This is important because it gave us the ability to get started quickly.
View full review »- The most important feature is the seamless integration with Salesforce data. ZenDesk inserted data when not present, but the integration left something to be desired with many Contact last names of Unknown (which is challenging with deduping). It is important to have the reps directly using Salesforce so they are more inclined to keep Account and Contact data current.
- We haven’t used Salesforce Knowledge, but this would also be beneficial.
- Being able to report on the Case data and use it to create Dashboards for our upper level management who are already familiar with Salesforce is important.
The flexibility of the platform is what really separates it from the crowd. With Salesforce, I can:
- Use clicks vs. code for automation purposes. Examples of this are workflow rules and visual flows.
- Utilize Salesforce's proprietary Java based language to implement more complicated business logic. Additionally, I am able to extend this functionality with their JSP based visual-force language.
- Salesforce has many different ways of accessing their platform with APIs. There is the REST, SOAP, Metadata, connect. Salesforce also offers a lot of pre-built toolkits (Like Javascript and PHP) which make external connections a snap.
There are several valuable features:
- Case assignment rules allow for auto assignment of cases as they are received.
- Email-to-Case allows me to set an email address to receive cases. I distribute that to my customers and they create cases for me when they email that address. I don’t have to keep up with cases within my inbox.
- Queues allow cases to be sent to a queue, which has multiple members. They each are notified of a new case and can take ownership as necessary.
- Sales Automation
- Service Console
The two most valuable features for us are the customizable consoles and the ability to use custom objects.
View full review »The whole CRM suite is valuable, and it's a platform upon which to rapidly build applications. The ease with which a customer can get up and running on the CRM functionality for their Call Centers is an awesome thing about Salesforce.
View full review »The features we find most valuable are--
- It's easy to customize,
- It's a responsive solution,
- It provides a great user experience, and
- The console is nice, easy to use, and provides relevant and timely data.
- Reporting
- Forecasting
- Adding document templates
- Email tracking
- Integration with Marketo
- Knowledge Base - can provide answers to customers, and customers can find answers themselves
- Customer Community - direct customer feedback
I would say that Omni Channel, which was launched with the Spring ’15 release, is the most valuable feature for me. It’s a way of distributing workload coming in from different channels, cases, leads, chats, and calls.
First of all, it distributes them, saving our end-users on several clicks and searches to get a new record to work on. It’s great for departments used to working with queues and as an administrator, you can also leverage the power of Omni Channel to eliminate the picking of easy work records.
As you may or may not know, when you have cases waiting in a queue, end-users have to accept the records one-by-one to work on them and, sadly, there are users who look at some details first to determine if it’s going to be an easy case or a complex case before taking them out of the queue, leaving the difficult case which take a lot of time to resolve in the queue.
Distributing them automatically and evenly between users through Omni Channel ensures that everybody performs at their best and improves their productivity!
- Case creation and tracking
- Workflow automation
- Notifications with templates
- Technician scheduling (using CalendarAnything)
- Case Management
- Service Cloud Console
- Workflow Rules
- Territory Management
It is at a very mature stage. We are are able to customize Salesforce so that the we can unleash it in our own way, in a way we like, rather than being confined to doing things their way.
View full review »- Service Console
- Knowledge 1
- CTI Integration
There are several good features, but the most valuable to us are the integrated email, entitlements, and the overall powerfulness of the platform.
View full review »The Cases and Case Deflection features are the most valuable for us.
View full review »For us, the Force.com platform is the most valuable feature.
- Pipeline management
- Reporting and dashboard
- Custom objects
- UI
- Easy to build
- Standard features
- Ability to customize
Buyer's Guide
Salesforce Service Cloud
March 2024
Learn what your peers think about Salesforce Service Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,246 professionals have used our research since 2012.