case studies

Boosting Customer Support with Salesforce Service Cloud and AI

Client

A large IT & Telecom-s company, headquartered 
in the USA.

Industry

IT & Software DevelopmentTelecommunications

Challenges


The client’s rapid growth led to a surge in customer inquiries, straining their support center. With rising costs above average revenue growth, our client needed to adjust support processes. Based on the client’s needs, we offered transitioning from manual case handling to a hybrid model, enabling self-service tools while retaining live chat support for complex issues. Also, we provided Omni-Channel Skill-Based case assignment, Escalation Rules configuration, organization of the structure and development of custom UI interface with Lightning Web Components (LWC), IBM Watson & ChatGPT Integration.

Solutions

Service Cloud Enhancement: RA engineers implemented Omni-Channel Skill-Based Case Assignment, an advanced routing system that directed customer inquiries to the most qualified agents, resulting in quicker and more precise resolutions. We also configured Escalation Rules to identify and promptly address stagnant or time-sensitive cases, effectively preventing potential SLA breaches and enhancing customer satisfaction.

Experience Cloud and Knowledge Base Optimization: RA Salesforce developer structured a user-friendly Knowledge Base within the Experience Cloud. This organized hierarchy, featuring categories like ‘FAQs’, ‘Technical Troubleshooting’, ‘Billing’, and more, simplified customer access to relevant solutions. We also created a custom UI using Lightning Web Components (LWC), aligning it seamlessly with ‘Under the NDA’s’ brand for an intuitive user experience.

Advanced AI Integration: Our team seamlessly integrated IBM Watson for NLP and NLU with Salesforce, enhancing our client’s understanding of customer interactions and enabling personalized chatbot responses. We also incorporated ChatGPT into the chatbot framework, improving live chat interactions.

Our Approach: RA’s distinctive approach is rooted in a deep understanding of ‘Under the NDA’s’ unique needs and challenges. Through ongoing collaboration and meticulous attention to detail, we tailored solutions for optimal efficiency and customer satisfaction.

Results

  •  Enhanced Support Process
    Our team’s Service Cloud implementation led to a faster case resolution rate, greatly benefiting our client.
  • Seamless AI Integration
    With Routine Automation team’s integration of IBM Watson and ChatGPT, the chatbot handled all customer interactions. This diversion of significant traffic away from human agents not only improved customer service, but also reduced costs for our client.
  • Empowered Self-Help
    The intuitive knowledge base design, implemented by our team, resulted in a reduction in direct customer queries, improving the self-service experience for our client’s customers.

🛠 Tools & Technologies

Salesforce Service Cloud: Omni-Channel & Escalation Rules, Experience Cloud: Structure & Custom UI
Advanced AI: IBM Watson & ChatGPT Integration

person
Ready to Achieve Similar Results?
Let’s explore how Salesforce can help solve your business challenges and improve the way your teams work.
Awards & Recognitions
We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms
Salesforce Partner
Salesforce Partner
Top Salesforce company
Top Salesforce company
Top CRM consulting company
Top CRM consulting company
Top IT services company
Top IT services company
Top email marketing company
Top email marketing company
Top IT services company
Top IT services company
Top digital marketing company
Top digital marketing company
Top Marketing Automation Consultants
Top Marketing Automation Consultants
See All

Our Real Stories,
Your Real Results

Read Routine Automation Real-life Case Studies for Practical Inspiration that Make a Difference

MuleSoft Integration case
Energy & Utilities
MuleSoft Integration for Fuel Company: Multi-System Data Exchange Simplified  
A major fuel company in Poland was sitting at the center of everyday mobility. They provide fuel cards, payment solutions,...
Energy & Utilities
How Neova Unified Customer Data and Portals with Salesforce Lightning
Background Neova is not a typical industrial company. Their focus stretches from renewable energy to clean food, air, and water,...
Automotive
How Profil Streamlined Automotive Service with Salesforce Field Service Lightning
Most people who drive a modern car are you’re benefiting from Profil’s work without even knowing it. As a pioneer...
Integration IT & Software Development
Salesmsg: From SMS Platform to CRM Powerhouse with RA’s Help  
Case study by Routine Automation on launching Salesmsg on Salesforce AppExchange: certified integration, +27% client growth, and improved customer retention.
IT & Software Development Revenue Cloud
How E.ON One Scaled Subscription Sales with Salesforce Revenue Cloud Advanced (former Revenue Lifecycle Management, RLM) 
Case study by Routine Automation on implementing RCA in Salesforce (former RLM) for E.on One: automation of complex subscription sales...
Floral Retail HubSpot
HubSpot for Floral Retail Company
The client is an top-ranked college which implemented Salesforce
Event Management HubSpot Sales Cloud
HubSpot Event Management
German software company that builds scouting process of young football players using AI and mobile app. The company evaluates players...
Education Sales Cloud
Salesforce Certification Training
The client is an top-ranked college which implemented Salesforce
Energy & Utilities Sales Cloud
Streamlining Energy Grid Operations with Salesforce
Explore how a leading European energy infrastructure operator optimized energy grid operations by implementing a Salesforce project, focusing on advanced...
MuleSoft Integration case
Energy & Utilities
MuleSoft Integration for Fuel Company: Multi-System Data Exchange Simplified  
A major fuel company in Poland was sitting at the center of everyday mobility. They provide fuel cards, payment solutions,...
Energy & Utilities
How Neova Unified Customer Data and Portals with Salesforce Lightning
Background Neova is not a typical industrial company. Their focus stretches from renewable energy to clean food, air, and water,...
Automotive
How Profil Streamlined Automotive Service with Salesforce Field Service Lightning
Most people who drive a modern car are you’re benefiting from Profil’s work without even knowing it. As a pioneer...
See all cases
RA experts will follow up