July 19, 2022

What is Salesforce Service Cloud?

An overview of Salesforce Service Cloud and its significance in customer service with real-world examples of its efficiency.
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Exceptional customer service is one of the cornerstones of every organization's healthy growth and development. Sales executives, salespeople, and customer service agents must collaborate to set themselves apart through products, pricing, and service in today's challenging economic and competitive market.

Salesforce provides a robust, cloud-based platform that allows businesses to manage all aspects of their customer relationships efficiently. Service Cloud offers an all-in-one customer platform that eliminates silos and drives customer satisfaction. Its omnichannel capabilities ensure that businesses are always present where customers need them, whether through phone, email, social media, or live chat. AI-powered tools deliver essential insights into behavior, preferences, and needs to proactively tailor services to individual customers.

Let’s see what else it has to offer.

What is Salesforce Service Cloud?

Salesforce Service Cloud is a comprehensive customer service platform designed to help organizations provide exceptional customer experiences across multiple channels - phone, email, chat, social media, self-service portals, etc. It is a cloud-based software as a service (SaaS) solution that centralizes customer interactions, workflows, and data in one location.

The primary purpose of Salesforce Service Cloud is to help businesses streamline their customer service operations, increase agent productivity, and improve customer satisfaction. A complete view of customers’ history, activity, and needs empowers agents to resolve issues effectively and efficiently. The tool also provides business intelligence features to track key metrics like response time, customer satisfaction scores, and agent performance, helping identify improvement areas and optimize customer service operations.

Service Cloud can be easily integrated with other Salesforce products and third-party applications, such as marketing automation software, enabling businesses to build a complete suite of tools to power their customer experience strategy. Let’s compare it to other vital solutions.

  • Unlike other Salesforce products, such as Sales Cloud and Marketing Cloud, which primarily focus on sales and marketing processes, Service Cloud is explicitly tailored to address the needs of customer support teams. It offers robust tools and features to help businesses deliver seamless, personalized, and efficient customer service experiences.
  • One of the main distinguishing features of Salesforce Service Cloud is its ability to provide a holistic view of customer data across various channels. Businesses can effortlessly track customer interactions, including phone calls, emails, social media messages, and live chat conversations, all in one place. This level of integration allows customer service agents to thoroughly understand each customer's needs and preferences, enabling them to provide more personalized and practical support.
  • Additionally, Service Cloud offers a range of tools to automate workflows and streamline support processes. For example, businesses can use automation rules to route support cases to the right agent automatically or to trigger notifications when specific actions occur. Service Cloud also offers sophisticated reporting and analytics tools, allowing businesses to track and measure customer service metrics and make data-driven decisions to improve their support operations.
  • Finally, Service Cloud is highly configurable and customizable, allowing businesses to tailor the platform to their needs. For example, companies can create custom fields and objects to collect and track unique customer data or develop custom integrations with other applications to streamline support processes further.

The four price tiers for Salesforce Service Cloud are as follows:

  • Essentials. The target audience for this level is small customer care teams: $25 per month, per user, for a maximum of five users.
  • Professional. This plan costs $75 per month per user and provides full-service CRM capabilities.
  • Enterprise. For larger businesses, this tier offers customizable CRM options. Each user's subscription costs $150 per month.
  • Unlimited. With limitless tabs and apps, sandbox testing, and enterprise-level features, this highest service tier is available. Each user must pay $300 each month.

Core features of Service Cloud

Let’s take a look at major service cloud features.

  • Case Management enables customer service agents to promptly handle and track customer issues, inquiries, complaints, and requests, ensuring they are satisfied with their service.
  • Knowledge Base serves as a central repository for solutions and information for service agents' easy access to a wealth of information, including solutions to common problems, frequently asked questions, and other relevant information. It helps improve customer service speed and accuracy, as agents can quickly locate the information they need to resolve customer issues.
  • Live Agent provides real-time chat support to customers to communicate with service agents, providing timely and personalized support. It is handy for businesses with high volumes of customer inquiries, as it enables agents to manage multiple conversations simultaneously, improving their productivity and reducing response times.
  • Social Customer Service is built to engage with customers on social platforms and monitor brand exposure across social media. This feature also allows businesses to take advantage of the power of social media to reach a wider audience and build strong relationships with their customers.
  • Service Analytics and Reports delivers insights from service data and key performance metrics - response times, resolution rates, and customer satisfaction scores. All this data helps identify areas for improvement and make data-driven decisions about customer service operations.

Benefits of using Salesforce Service Cloud

Here are some of the key benefits that make using Salesforce Service Cloud worth considering:

  1. Improved customer service efficiency: its intuitive interface and automation features enable agents to handle customer requests more quickly and effectively. This, in turn, leads to reduced wait times and improved customer satisfaction.
  2. Streamlined communication channels: communication is critical in customer service, and Salesforce Service Cloud provides several tools to streamline communication channels between agents and customers. These include live chat, email, phone, and social media integration. Customers can use their preferred communication method to contact customer service agents, leading to faster resolution times.
  3. Better tracking and managing service requests: robust case management features enable agents to track and manage service requests more efficiently, ensuring no inquiries fall through the cracks and that customers receive prompt and effective support.
  4. Enhanced customer satisfaction and loyalty: excellent customer service boosts customer satisfaction and loyalty. Salesforce Service Cloud tools help businesses achieve this via customer feedback tracking and analysis, personalized support, and proactive service notification tools.
  5. Integration capabilities: Salesforce Service Cloud integration with other Salesforce products form a comprehensive CRM system, including sales, marketing, and customer service tools, all in one place.

How businesses implement and use Service Cloud

Organizations can create custom workflows, processes, and data models with the Service Cloud that fit their unique business requirements. This streamlines their customer service process and improves productivity. Another way businesses use the Service Cloud is to train and onboard their service teams. The Service Cloud provides training and certification programs to help organizations develop the skills and knowledge necessary to use the platform effectively. In addition, businesses can leverage the Service Cloud knowledge base and online communities to find answers to their questions and stay up-to-date on new features and best practices.

Review the following with data before starting a relationship with Salesforce:

  • file and data storage fees: storage costs could be calculated as customer data volume grows
  • service and assistance fees: field service and basic service management are provided in Salesforce products; however, extra levels of support have costs and should be carefully considered
  • assistance for mobile devices: for an additional fee, a mobile app developer can guarantee that all mobile devices are supported
  • fees for going beyond API call limits: since each transaction involves an API call, extremely busy systems could go above the allotted limitations and suffer overage fees unless an upgrade package is bought
  • costs of contract renewal: when renewing a contract, special offers may no longer be available; price rises must be carefully considered
  • employee training expenses: Salesforce is a strong system; thus, any purchasing decisions should take employee training costs into account.

Real-world case studies

Over the years, a number of leading companies across various industries have implemented Salesforce Service Cloud to streamline their customer service operations and enhance customer experience.

One such company is Toyota. The global automotive giant implemented Service Cloud to transform its customer service operations and deliver world-class customer support. The platform enabled Toyota to centralize all interactions across channels, providing a clear and complete view of each customer's history and preferences. This allowed Toyota's service reps to provide timely and personalized support, resulting in higher satisfaction rates.

Another example is Betterment, a leading robo-advisor that provides online investment management services. Betterment implemented the cloud to enhance its customer support and enable its reps to deliver a more personalized experience to customers. By providing a complete view of each customer's investment portfolio and preferences, Service Cloud enabled Betterment's reps to offer proactive support and help customers achieve their financial goals.

Salesforce Service Cloud has also been implemented by companies in the healthcare industry, such as UnitedHealth Group. The leading healthcare provider decided to streamline its customer service operations and provide personalized support to members. Salesforce enabled UnitedHealth Group to integrate customer data across various systems and channels, providing a complete view of each member's healthcare journey. This allowed the company to deliver proactive support and improve member satisfaction rates.

Acme Corporation, a leading industrial machinery provider, struggled with managing and resolving customer service issues. They faced various challenges, including a lack of visibility into customer data, delayed response times, and low customer satisfaction rates. Service Cloud’s automation capabilities enabled Acme to streamline and automate many of their service workflows, reducing response times and ensuring no customer issue went unresolved.

Comparing Service Cloud with other service platforms

Several prominent competitors in the market offer similar solutions. Let's compare Salesforce Service Cloud with some of its top competitors.

Zendesk is a popular cloud-based help desk software that offers many of the same features as Salesforce Service Cloud. It is known for its ease of use, flexibility, and affordability. However, Salesforce offers more advanced features like integrated marketing automation, advanced reporting, and artificial intelligence (AI).

Freshdesk is another popular cloud-based help desk software known for its ease of use and affordability, but it lacks some of the advanced features that Salesforce offers. For example, Service Cloud includes integrated marketing automation, advanced reporting, and AI-powered features such as Einstein AI.

Microsoft Dynamics 365 is a CRM solution that offers a range of capabilities, including sales, marketing, customer service, and field service. However, Microsoft Dynamics 365 does not specialize in customer service in the same way that Salesforce Service Cloud does. The latter offers a more focused, specialized approach to customer service management.

Future of customer service with Salesforce Service Cloud

Salesforce has transformed the future of customer service in many ways, and it doesn’t seem to stop. When creating your service plans for 2024, keep the following three points in mind.

The future of customer service is delivering value.

Your best asset going forward is unquestionably improved customer service. Customer service is often the deciding factor in whether or not a customer will stay in touch with your business.

Salesforce did extensive research to determine what customers want and how to meet their needs for improved customer service in the future. The business discovered that 83% of clients anticipate speaking with someone immediately, and 83% anticipate having a single person handle complicated issues.

According to a Statista study, 86% of respondents said it is important or very important to them to be able to speak with a real person when communicating with a firm. When a customer has a small issue, they anticipate self-service options, but when they have a difficult issue, they require compassionate support and demand speed and quality.

Your business may save money with better customer service.

Cost savings have become a concern for almost everyone in an uncertain economic climate. Efficiency is required as a result. Automating duties and streamlining procedures for contact center operators is a wonderful thing. What is automation's actual impact, though?

According to the above-mentioned Salesforce research, automation not only frees up contact center agents' time but also links them to other departments for more efficient operations. Automation improves customer experiences by removing siloed information from teams and ensuring that everyone is using the same data.

Customers desire constant communication with businesses.

Customers demand a connected experience that is seamless across all channels. Your contact center is where it all begins. It is acceptable to claim that the consumer is more linked the more connected the contact center workers are to their organizational departments.

For instance, the more details a contact center agent has about a challenging case that comes in, the more likely they are to handle it quickly. Agents are better able to respond with expertise and empathy when timely, pertinent data is readily available.

Regarding technology advancements in the field, the role of AI and ML will be prominent in the customer service processes. With the use of AI, businesses can quickly identify customer trends, automatically generate targeted responses, and enhance the overall customer experience. Integrated chatbots provide quick and efficient support by automating the most commonly requested customer service tasks. This helps businesses improve their customer service offering and frees up customer service teams to focus on more complex issues.

Viktoriia Melnychuk
Content writer
“If you don’t have time to read, you don’t have the time (or the tools) to write. Simple as that.” ― Stephen King
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