Unlocking the Benefits of Salesforce Service Cloud: The Top Most Useful Features

GetOnCRM Solutions
5 min readJan 13, 2023

Salesforce Service Cloud is one of the most popular customer service tools available, powering customer service teams and providing them with the tools they need to succeed. It provides a comprehensive suite of features and functions that enable customer service teams to provide their customers with a better experience.

In this blog, we will explore some of the top most valuable features that Salesforce Service Cloud has to offer and how leveraging them can help you unlock the full potential of your customer service team. With the right tools and features, your customer service team can work smarter and faster, delivering a better customer experience.

Overview of the Top Most Useful Features

If you’re unfamiliar with the benefits of using Salesforce Service Cloud, let us catch you up. Here are a few of the most valuable features of Salesforce Service Cloud, so you can see why your team needs this tool.

Service Automation: With integrated automation at the core of Salesforce Service Cloud, your team can work smarter, not harder. It can help you schedule services, route cases, and provide agents with the necessary information to resolve issues quickly and efficiently.

Unified Customer Experience: Salesforce Service Cloud has many features that can help you streamline your customer service and provide a better experience. You can manage your customers’ expectations, reduce response time, and nurture your leads. In addition, it integrates seamlessly with other tools in your ecosystem for a complete customer service experience.

Data Visualization and Reporting: Salesforce Service Cloud offers various reporting and visualization tools to help you make sense of your data. It allows you to create charts and graphs to visualize your data and build custom reports to support your team’s decision-making.

Collaboration and Communication: Collaboration and communication are essential to any customer service workflow. Salesforce Service Cloud has a wide range of collaboration and communication tools that allow your team to work more efficiently and effectively.

Automated Service Templates

Automated service templates are one of the most valuable features of Salesforce Service Cloud. It allows you to create a consistent and standardized service process that your agents can follow every time.

Automated Service Templates provide a management view of the service offering, which allows you to view the current service levels and SLAs. You can create standardized templates for your services, ensuring your agents follow the correct procedures and that your customers receive consistent and quality service across your organization.

Automated Data Capture and Processing

If you’ve ever worked in a customer service organization, you know how important it is to have your data and metrics straight. Data is the lifeblood of any organization, and without it, your company is essentially dead. In addition, data is essential for decision-making, informing your strategy, and informing stakeholders about the progress of your business.

To ensure your data is as accurate as possible, look for a CRM solution that uses automated data capture and processing. Automatic data capture and processing are essential for accurate data and metrics. In addition, data capture and processing allow you to record information and add leads to your database.

Also Read: Stay Competitive In The Insurance Market With Salesforce Service Cloud

Omnichannel Routing

Omnichannel routing is a feature that allows businesses to route customer interactions to the appropriate agent, regardless of the channel the customer is using. For example, suppose a customer contacts a company via email. In that case, the email will be routed to the appropriate agent. Likewise, if the customer gets the business via social media, the social media message will be routed to the right agent. This feature can help companies to increase efficiency and ensure the most qualified agent handles that customer interaction.

Knowledge Base

The knowledge base is one of the most valuable features of Salesforce Service Cloud. If your customers ask the same questions repeatedly, you probably don’t have a knowledge base. If this is familiar to you and your team, you should consider implementing a knowledge base. With a knowledge base, agents can search for answers to frequently asked questions and answers, and if they can’t find what they’re looking for, they can add the question to the knowledge base for future use. In addition, knowledge bases are handy for recurring issues, common questions, and topics requiring much research.

Mobile Apps

Mobile apps are another essential feature of Salesforce Service Cloud. They allow your customers to log issues and access support information on the road or running errands. It benefits customers who like to self-serve and don’t want to wait to talk to an agent. You can also use mobile apps to send push notifications to your customers, letting them know when their issue has been resolved.

Self-Service Portal

A Self-service portal is another helpful feature of Salesforce Service Cloud. It allows your customers to log issues, submit tickets, and view the status of their requests from the comfort of their own devices. It will enable your customers to self-service their demands, freeing your agents to focus on higher-tier issues. In addition, the self-service portal lets your customers track their request progress and ensures that nothing falls through the cracks.

Also Read: How To Ensure Your Customer Support Is On Point With Salesforce Service Cloud

Automated Workflows

Automated workflows are another helpful feature of Salesforce Service Cloud. They allow you to create rules and conditions that automatically take action whenever an event occurs. For example, it is useful in routing issues and routing cases to the correct team members. In addition, automated workflows allow you to establish rules for various aspects, including directing high-value matters to experienced team members, assigning previously reported problems to the same agent for consistent customer service, and more.

Analytical Reports

Lastly, analytical reports are another valuable feature of Salesforce Service Cloud. They allow you to create reports based on your data, including metrics and statistical information, so you can better understand your business and see how you’re performing. Analytical reports benefit marketing and sales teams, who can use them to create better strategies and campaigns to increase revenue and grow the business. They’re also helpful for customer service teams, who can use them to understand their data and identify problem areas. Analytical reports are useful because they present your data in a visual way that’s easy to understand.

Community

Community is a feature that allows businesses to create a community of customers where they can share information, ask questions, and provide feedback. It can be a powerful tool for businesses, as it allows them to build a community of engaged customers more likely to be loyal to the brand. Additionally, the community feature can create a self-service support forum where customers can find answers to common questions and troubleshoot issues independently.

Conclusion

As you can see, there are many benefits to using Salesforce Service Cloud, from increased efficiency and productivity to a better customer experience. Several valuable features come with this platform, including automated service templates, automated data capture and processing, a knowledge base, mobile apps, a self-service portal, automated workflows, and analytical reports. If you’re struggling with customer service and need a solution to bring your team together, you should consider a Salesforce Service Cloud consultant. GetOnCRM Solutions is a reputed Salesforce CRM Silver Consulting Partner in the UK that helps your businesses streamline customer interactions, improve customer service, and increase customer loyalty.

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GetOnCRM Solutions

GetOnCRM Solutions is a global Salesforce silver consulting partner based in the UK and India