SlideShare ist ein Scribd-Unternehmen logo
1 von 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.

Weitere ähnliche Inhalte

Mehr von 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
 

Mehr von 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
 

Kürzlich hochgeladen

Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...Scott Andery
 
Generative AI for Technical Writer or Information Developers
Generative AI for Technical Writer or Information DevelopersGenerative AI for Technical Writer or Information Developers
Generative AI for Technical Writer or Information DevelopersRaghuram Pandurangan
 
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
 
How to write a Business Continuity Plan
How to write a Business Continuity PlanHow to write a Business Continuity Plan
How to write a Business Continuity PlanDatabarracks
 
Scale your database traffic with Read & Write split using MySQL Router
Scale your database traffic with Read & Write split using MySQL RouterScale your database traffic with Read & Write split using MySQL Router
Scale your database traffic with Read & Write split using MySQL RouterMydbops
 
UiPath Community: Communication Mining from Zero to Hero
UiPath Community: Communication Mining from Zero to HeroUiPath Community: Communication Mining from Zero to Hero
UiPath Community: Communication Mining from Zero to HeroUiPathCommunity
 
The Role of FIDO in a Cyber Secure Netherlands: FIDO Paris Seminar.pptx
The Role of FIDO in a Cyber Secure Netherlands: FIDO Paris Seminar.pptxThe Role of FIDO in a Cyber Secure Netherlands: FIDO Paris Seminar.pptx
The Role of FIDO in a Cyber Secure Netherlands: FIDO Paris Seminar.pptxLoriGlavin3
 
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
 
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24Mark Goldstein
 
Time Series Foundation Models - current state and future directions
Time Series Foundation Models - current state and future directionsTime Series Foundation Models - current state and future directions
Time Series Foundation Models - current state and future directionsNathaniel Shimoni
 
Data governance with Unity Catalog Presentation
Data governance with Unity Catalog PresentationData governance with Unity Catalog Presentation
Data governance with Unity Catalog PresentationKnoldus Inc.
 
Manual 508 Accessibility Compliance Audit
Manual 508 Accessibility Compliance AuditManual 508 Accessibility Compliance Audit
Manual 508 Accessibility Compliance AuditSkynet Technologies
 
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyesHow to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyesThousandEyes
 
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
 
Testing tools and AI - ideas what to try with some tool examples
Testing tools and AI - ideas what to try with some tool examplesTesting tools and AI - ideas what to try with some tool examples
Testing tools and AI - ideas what to try with some tool examplesKari Kakkonen
 
Rise of the Machines: Known As Drones...
Rise of the Machines: Known As Drones...Rise of the Machines: Known As Drones...
Rise of the Machines: Known As Drones...Rick Flair
 
From Family Reminiscence to Scholarly Archive .
From Family Reminiscence to Scholarly Archive .From Family Reminiscence to Scholarly Archive .
From Family Reminiscence to Scholarly Archive .Alan Dix
 
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...Wes McKinney
 
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptx
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptxPasskey Providers and Enabling Portability: FIDO Paris Seminar.pptx
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptxLoriGlavin3
 
Genislab builds better products and faster go-to-market with Lean project man...
Genislab builds better products and faster go-to-market with Lean project man...Genislab builds better products and faster go-to-market with Lean project man...
Genislab builds better products and faster go-to-market with Lean project man...Farhan Tariq
 

Kürzlich hochgeladen (20)

Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
 
Generative AI for Technical Writer or Information Developers
Generative AI for Technical Writer or Information DevelopersGenerative AI for Technical Writer or Information Developers
Generative AI for Technical Writer or Information Developers
 
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
 
How to write a Business Continuity Plan
How to write a Business Continuity PlanHow to write a Business Continuity Plan
How to write a Business Continuity Plan
 
Scale your database traffic with Read & Write split using MySQL Router
Scale your database traffic with Read & Write split using MySQL RouterScale your database traffic with Read & Write split using MySQL Router
Scale your database traffic with Read & Write split using MySQL Router
 
UiPath Community: Communication Mining from Zero to Hero
UiPath Community: Communication Mining from Zero to HeroUiPath Community: Communication Mining from Zero to Hero
UiPath Community: Communication Mining from Zero to Hero
 
The Role of FIDO in a Cyber Secure Netherlands: FIDO Paris Seminar.pptx
The Role of FIDO in a Cyber Secure Netherlands: FIDO Paris Seminar.pptxThe Role of FIDO in a Cyber Secure Netherlands: FIDO Paris Seminar.pptx
The Role of FIDO in a Cyber Secure Netherlands: FIDO Paris Seminar.pptx
 
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
 
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
 
Time Series Foundation Models - current state and future directions
Time Series Foundation Models - current state and future directionsTime Series Foundation Models - current state and future directions
Time Series Foundation Models - current state and future directions
 
Data governance with Unity Catalog Presentation
Data governance with Unity Catalog PresentationData governance with Unity Catalog Presentation
Data governance with Unity Catalog Presentation
 
Manual 508 Accessibility Compliance Audit
Manual 508 Accessibility Compliance AuditManual 508 Accessibility Compliance Audit
Manual 508 Accessibility Compliance Audit
 
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyesHow to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
 
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
 
Testing tools and AI - ideas what to try with some tool examples
Testing tools and AI - ideas what to try with some tool examplesTesting tools and AI - ideas what to try with some tool examples
Testing tools and AI - ideas what to try with some tool examples
 
Rise of the Machines: Known As Drones...
Rise of the Machines: Known As Drones...Rise of the Machines: Known As Drones...
Rise of the Machines: Known As Drones...
 
From Family Reminiscence to Scholarly Archive .
From Family Reminiscence to Scholarly Archive .From Family Reminiscence to Scholarly Archive .
From Family Reminiscence to Scholarly Archive .
 
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
 
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptx
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptxPasskey Providers and Enabling Portability: FIDO Paris Seminar.pptx
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptx
 
Genislab builds better products and faster go-to-market with Lean project man...
Genislab builds better products and faster go-to-market with Lean project man...Genislab builds better products and faster go-to-market with Lean project man...
Genislab builds better products and faster go-to-market with Lean project man...
 

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.