Salesforce Service Cloud Review
Use Cases and Deployment Scope
First, we allow customers to raise the cases, and once the cases get created, we work on the cases based on the entitlements. We work on the cases and provide the resolution for those cases. And one more thing — we also do case routing to the particular persons. We are using Field Service Lightning also in Service Cloud, where the users can get the cases assigned to them, and they can work on them onsite as well. So in short, we are using it mainly for case management and field management, mostly in those two areas.
Pros
- We have given a provision for customers to raise their cases, and we have also given a provision for the customers to keep track of those cases. There is a provision for raising the cases.
- They can track at what level the case is, status-wise and all.
- In Service Cloud, we are using the asset information, and they can update their own asset information as well.
Cons
- We are looking to automate the entire case management process. That is one thing — we don’t want our service agents to explicitly take the cases and work on them. We are looking for an automation kind of thing. This is where we have room to do more enhancements on those areas.
Return on Investment
- Right now, we are migrating from a traditional system to Salesforce Service Cloud, and we are evaluating whether we took the right product or not. We have almost all the positives as compared to the traditional system with Salesforce Service Cloud. Our internal users are very happy with it — for tracking cases, automating the routing of cases, and closing the cases. And not only related to cases — also for entitlements, like the SLA kind of thing — how much time you need to close the case, and if you’re not able to close the case within a specific time, what next action the system will take. So we have all the positives compared to the traditional system. So these are all the examples I can see currently with my organization.
Alternatives Considered
ServiceNow Customer Service Management





