Salesforce for

Service

DIGITAL SERVICE OVERVIEW

Outstanding Service

The modern, connected customer expects a smooth service experience – individually and across all channels.

Digitize and optimize your internal customer service and field service with Salesforce and matching partner products. Engage your customers with outstanding service experiences!

Salesforce Service Cloud

Optimized customer service

Salesforce Field Service Lightning

Smarter and more connected field service

PDF Butler

Intelligent and automated document creation

PDF Butler for Field Service Lightning

Efficient and mobile reporting

Twilio

Direct messaging via Salesforce

 

Salesforce Service Cloud

Optimized Customer Service

 

 

Optimize your customer service – intelligently and in real time.

The Service Cloud enables you to improve not only the quality but also the productivity of your internal service with AI solutions, internal knowledge management functions, chatbots, and live chats.

Ensure high competence, reliability and fast accessibility of your internal service and inspire your customers with positive service experiences.

Salesforce Field Service Lightning

Smart, Networked Field Service

 

 

The fastest-growing product in Salesforce’s history has taken the field service industry by storm: Field Service Lightning (FSL).

As part of the Service Cloud, FSL provides a comprehensive solution specifically for field service. Service reps get access to rosters, parts and materials carried, a knowledge base, and the ability to communicate real-time – offline or online.

Use FSL to increase your service representatives’ first-time fix rates and optimize schedules and job assignments. Give managers real-time visibility into your team’s activities and successes.

PDF Butler

Automated Document Creation

 

 

With PDF Butler you can increase productivity and reduce errors. Automate the creation of e-documents in a variety of popular formats, such as PDF, Word, XLSX, or MAIL – customized to your company branding.

Possible e-documents:

  • Quotes and contracts,
  • invoices,
  • payrolls,
  • certificates and much more.

Built 100% on Salesforce, it allows you to make quick changes to templates and respond to changing circumstances immediately. Templates can be translated into the language of your choice, which significantly improves the user experience.

 

PDF Butler for FSL

Successful Field Service through Mobile Working

 

 

A significant part of any successful field service operation is reporting, such as the service report.

With PDF Butler for Field Service Lightning, your field service staff can create an overview of repair or maintenance tasks with one click. The customer can sign these directly on the service technician’s tablet or digitally on their own device.

In addition, the tool enables structured tracking of customer calls, an overview of pending tasks and efficient timesheet management.

Twilio

Direct messaging via Salesforce

 

 

– On average, 90% of customers want to communicate with companies via mobile messaging

– 85% of customers not only want to receive information, but also actively engage in conversations

With the Twilio for Salesforce app, you can easily send and receive direct text messages via Salesforce through the familiar Salesforce interface. Increase your customer satisfaction and engagement by communicating with your customers through the channel of their choice.

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