case studies

Implementing Salesforce Service Cloud and Field Service Lightning to Improve Customer Satisfaction and Support Processes

Client

A growing manufacturing company that produces and maintains water filtering solutions for both B2B and B2C segments

Industry

Manufacturing

Background

A growing manufacturing company that produces and maintains water filtering solutions for both B2B and B2C segments noticed that their customer service and support processes were not scaling with their business growth. With over 100 employees, the company was struggling to maintain high levels of customer satisfaction and support quality. The company realized that if they did not improve their support processes, it could lead to decreasing customer satisfaction and eventually impact sales growth.

Challenges

The company found that their support processes were not scalable and support costs were growing faster than sales. The company identified the following challenges that were impacting their customer support:

Defects and issues were tracked in email with no central storage for such information
Difficulty in reporting on the performance of the support team
A lot of manual work required to align data from different sources, leading to data inaccuracy
Lack of self-service options, resulting in many requests that could be solved through an effective FAQ solution
Limited communication channels as customers wanted to engage through phone and web chat
Difficulty in adding new technicians to the team, resulting in ineffective scheduling and resource allocation
Hard to monitor inventory needs for each team dispatch
Limited visibility on technician team capacity and effective usage
In-field data capturing was manual and required a lot of effort to transfer data from Excel and paper.

Solutions

Timelines

8 months

Budget

€ 50K – 60K

Client

NDA

To improve Client’s customer support processes and ensure high levels of customer satisfaction, the RA team decided to implement Salesforce Service Cloud and Field Service Lightning. The solution included the following features:

Centralized customer support system: Service Cloud allowed the company to track customer cases and issues in a central location, reducing the need to track customer issues via email.
Reporting and analytics: Service Cloud provided the company with the ability to track and report on the performance of the support team, enabling them to make data-driven decisions.
Self-service options: Service Cloud allowed the company to create an effective FAQ solution, reducing the need for customers to contact the support team for simple issues.
Multi-channel communication: Service Cloud enabled the company to engage with customers through multiple communication channels, including phone and web chat.
Effective scheduling: Field Service Lightning allowed the company to schedule technicians effectively by matching the right technician with the right skills to the right location.
Inventory management: Field Service Lightning enabled the company to monitor inventory needs for each team dispatch.
Team visibility: Field Service Lightning provided the company with visibility on technician team capacity and effective usage.
In-field data capturing: Field Service Lightning allowed the company to automate in-field data capturing, eliminating the need for manual data transfer from Excel and paper.

Results

By implementing Salesforce Service Cloud and Field Service Lightning, the company was able to improve their customer support processes and ensure high levels of customer satisfaction. The company saw the following results:

Reduced support costs and increased efficiency due to a centralized support system and effective scheduling.
Improved data accuracy and effective reporting, leading to data-driven decision making.
Increased customer satisfaction due to the implementation of self-service options and multi-channel communication.
Effective technician team allocation, leading to improved inventory management and dispatch management.
Increased visibility on technician team capacity and effective usage, leading to improved team performance and productivity.
Automated in-field data capturing, eliminating the need for manual data transfer from Excel and paper.
The company also began tracking customer satisfaction score and net promoter score, which helped them to continuously improve their support processes and ensure high levels of customer satisfaction.

Conclusion: By implementing Salesforce Service Cloud and Field Service Lightning, the growing manufacturing company was able to improve their support processes and ensure high levels of customer satisfaction. The company was able to reduce support costs, improve data accuracy, and increase efficiency while maintaining high-quality support services.

🛠 Tools & Technologies

Salesforce Service Cloud, Field Service Lightning

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Table of contents

Background
Challenges
Solutions
Results
🛠 Tools & Technologies

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