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Reviews (1-25 of 47)
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March 04, 2020
We use Service Cloud for incoming client support. Every employee in our company has a license to either Service Cloud, Sales Cloud or both. Primarily, clients email a shared email address and this creates cases that we assign and track to make sure our responses are quick. We're a small team, so the focus is really on speed of replies and organizing open cases. Secondarily, we use it to keep client data relevant and updated. We've also intended to use Knowledge Base and Community to engage clients and produce more articles and how-to's, but the users find this overly complicated and tend to not use this as often as I wish we did.
- Flexibility of data tracked, displayed, reported on, and customized.
- Single source of truth for support, implementations, sales and management.
- Ability to integrate through built-in app exchange and easy API.
- Reporting and emailed reports with direct links to drill down into data.
- Do virtually whatever you "need" to do.
- Email case management requires a lot of customization or third-party solutions to get right. i.e. Email to Case Premium.
- Not a lot works out of the box around dashboards, reports, metric tracking, etc.
- Price is hard to justify, especially with all the little upgrades and features that aren't included. (CPQ, Lightning Dialer, Einstein, Pardot, Engage, Partner, Community, Inbox, Quip, etc).
- While it can do anything, it requires someone do it. For example, we integrated Zoom Phones, but call logs show up as tasks, not in the "Call Logs" section.
- Keeping members cc'd on issues and updates is a bit complicated and not clean. This is hard to describe. They have a Case Team function, but its a bit complicated to get working the way I'd like.
- Premier Support seemed like a good idea initially, but I've had limited success with the accelerators and it's really only good for troubleshooting something not working, rather than helping build something better.
- Community licenses are too expensive for us to justify at this time.
Currently being used organization wide. It addresses a uniformed CRM to be used across our Sales and Service departments as well as Warehouse and Administration. It solves a lot of cross-department functionality concerns with multiple programs per department running. This brings everything under 1 roof.
- Customization for business-based needs.
- Self-Help/Learning portals are a huge resource.
- Sell based on possibilities. The promise of POTENTIAL greatness.
- They do not disclose the extreme costs to a business.
- 'Out of the Box' functionality is never showcased by SF or any vendor.
- Very poor support.
August 26, 2020
We chose to use Service Cloud after Desk.com was purchased by Salesforce and subsequently shuttered. Part of the Desk.com cessation was a push to move customers to Service Cloud. After much internal discussion, we decided it would be nice to have our entire help system within our main business portal.
It was our intention to offer customers a place to look up information and submit cases, possibly even communicate with each other in a forum.
It was our intention to offer customers a place to look up information and submit cases, possibly even communicate with each other in a forum.
- Cases are highly customizable.
- Workflows and custom fields can help categorize and target workload.
- Integration with CRM keeps all information in one portal.
- Incredibly complex to set up and configure.
- Multiple points of potential failure.
- Things Desk.com did out-of-the-box require customized code and components in Service Cloud.
- Front-facing community is extremely difficult to configure and comes with many limitations.
- No help is provided by Salesforce without expensive Premiere Support plans.
- Expensive! Hidden costs and development costs are going to make Service Cloud far more expensive than almost any other Help Desk provider out there.
March 31, 2020
Salesforce Service Cloud allowed our customer service team to seamlessly integrate multiple tracking and communication methods into one interface to consolidate their efforts to keep track of customer requests.
- Personalized service from any device has been extremely helpful.
- Providing a community for our customers was helpful for them find answers and use other customers as resources.
- Their analytics allowed us to create customer solutions quickly.
- Occasional glitching or lagging
- So many features that it feels like we don't use, or rather know how to use it, to its full capacity
- Structuring of customer requests
Salesforce Service Cloud is being used by multiple departments within my company. Especially in the Customer Experience department, it is utilized daily. It addresses the business problem of how to streamline the customer experience by allowing all information to be stored in one place, and utilizing the connection from other departments who also use Service Cloud.
- Provide new and innovative updates
- Easy to use yet modernized interface (the two are not always synonymous)
- Customization is not just available, it's encouraged
- Inconsistent speed and difficult to figure out where the issue stems from
- Issues not always addressed in an efficient amount of time
- Unexpected glitches lead to difficult workarounds
March 03, 2020
It is used by a certain department in the organization. It helps let our clients know the phase of their project. They can visibly see and track their reports. When a problem arises, we are able to quickly address it before it goes on to the next phase.
- Product tracking.
- Email integration with Outlook, it works flawlessly with our corporate emails.
- Live video chats with clients.
- None at the moment.
February 28, 2020
We use Salesforce as another database to keep track of our clients' progression along with all their contact details. Keeping track of all the modules and access they have purchased within our system makes our lives a whole lot simpler. The dashboard on the front page also gives our team a first great glance to see how sales are progressing for the month.
- Great for pushing further sales and knowing who is calling in.
- Knowing details of what clients have signed up for.
- Keeping track of client purchases.
- No real comments for me, here. The system does what I need.
February 28, 2020
Salesforce Service Cloud is being used by our organization (6 employees) for client information tracking and for case management.
- Keeps proper track of your client lists. That's all.
- Has a nice graphical interface.
- Speed of loading pages/information.
- Proper communication with customers via email; allow a single dashboard view of your open items/unanswered Items etc.
October 23, 2019
Our Support team recently made the switch the Salesforce Service Cloud. We manage Support cases out of the system that can be submitted by our customers through a case form on our Knowledge Base, email, live chat or can be created after receiving an inbound call. Prior to using Service Cloud, we had a lack of insightful Support reporting and little visibility for other departments to know which clients were reaching out the most and what topics they were reaching out about. Since most departments were already using Salesforce, it made sense to choose Service Cloud.
- Reporting and dashboards. These are completely customizable and can be shared across departments. I love being able to see cases by account and also track my team's productivity.
- Integrations - there is no lack of integration options when it comes to Service Cloud. We are currently using a time tracking add-on and survey add-on that were easy to set up.
- Support resources - I love how robust the Knowledge Base is for Service Cloud and having access to a community to ask questions to other users outside our company. I also have taken advantage of some of the video tutorials and Trail Blazer lessons to expand my knowledge on our new tool.
- Since Service Cloud is SO robust it can be a little overwhelming. I'd love to see 'tool tips' added directly into the platform to help guide users. I feel like there are probably a lot of features I am not taking advantage of because I don't know about them yet.
February 15, 2020
It's used across multiple support and onboarding teams to support our customers. We use it to answer customer-related incidents and work requests. It's also used to updated and manage customer information based on work requests.
- The ability to open tickets from emails.
- Link multiple related tickets.
- It lacks a global search option.
- I wish it could structure incoming client requests.
December 29, 2019
We are currently using Salesforce Service Cloud only in our service center. They handle calls and emails that come into our corporation. The users are able to easily navigate to the case records, contact records and activities that the interaction entails all while keeping all these records open on the same screen.
- Console look and feel.
- Many records opened at once.
- Closing tabs with the keyboard shortcuts will sometimes close the browser tab.
December 03, 2019
We have been able to achieve process standardization and automation for the client's service offering.
- Automation of processes which were done by clients service representative.
- Integration with other Salesforce products which facilitate that clients have complete customer profiles.
- Help upsell as now we have better visibility of our customer's profiles.
- Better customer support would be appreciated.
February 28, 2020
We use Salesforce Service Cloud, primarily for our sales department. We use it to maintain our sales leads and create pipelines to onboard new clients. It is also used to store the account information of our clients and to make updates to their accounts.
- It makes it simple to look up the account information of leads and clients.
- It enables us to keep detailed records on each account to keep account executives on the same page.
- Allows us to easily make updates to our clients accounts
- Sometimes the UI could be clunky. But we were using Salesforce Classic, I think Salesforce Lightning would fix most of these problems.
- Some of the custom apps within Salesforce didn’t work quite right. But I don’t necessarily think that was Salesforce's fault.
March 28, 2019
Salesforce Service Cloud is being used to automate service processes, streamline workflows and find key articles, topics, and experts to support the call center agent. In our organization, we are advising companies to implement Salesforce Service Cloud along with solving their complex business processes. It is being used by one of our teams, specifically catering to Salesforce. It caters mostly to retail banks across many geographical locations.
- It can help call center agents in addressing customer needs within less time due to automated business process flows handled in salesforce service cloud
- Delivering Smart services such as email alerts, SMS alerts, and notifications to customers based on their application status.
- It can easily be integrated with a robotic process automation application such as UI Path that aid you in delivering automation on your toes.
- It can be easily integrated with social platforms such as Facebook for addressing customers inquiry/issues.
- The cost of implementation and application could be lowered so that it attracts more of a customer base.
- Lowering support costs.
- It should be integrated with AI and ML platforms for tracking customer's activity, then channel their queries to agents automatically.
We are using it across the whole organization...it solves problems because now we don't have to give our individual emails out and everyone in the company can access customers' emails. This was a big problem for our company previously because if a customer called in and the rep was on vacation or sick, we had to have the customer call back.
- Easy to use
- Records consolidation
- User-friendly
- Creating multiple orders on one case.
- Have notifications be more user-friendly.
- Reports should be easier to view.
June 20, 2019
In my function specifically, I use Salesforce as an educational tool through Trailhead by Salesforce, where I learn about it in order to become a more effective marketer and subject matter expert in the technological sector. In my company, we work with companies to implement Salesforce Service Cloud to help them advance their business processes and meet their goals more effectively. It is customized and tailored to meet their needs.
- Customer Relationships
- Business Relationships
- Streamlined Information in a Centralized Datahub
- None that I can think of
The Service Cloud is being used by multiple users groups within the hospital I currently work at. We primarily use Cases, but we also have tapped into the Live Agent mobile features. Our customers primarily connect to our Users via mobile, so Service Cloud has allowed us to maintain high integrity when assisting customers.
- Easy to use
- Built on a Force.com platform like Sales Cloud
- Provide customers with world-class customer service
- Better reporting
- More training materials
Our company bought Salesforce as our CRM system, and first implemented Desk before implementing Service Cloud. Now, we've transitioned from Service Cloud to using Salesforce for case management. It was used across two departments in the organization, our support team and our analytics team. The business problems that it tried to address were the high influx of cases being sent in by our customers. Keyword being "try," though--it was a clunky tool that unfortunately didn't integrate with Salesforce directly, causing limited reporting.
- Like the case resolver in the main Salesforce instance, Service Cloud had great reporting. The dashboards were easy to build and easy to maintain. Far far better than Desk!
- The breadcrumb tracker really helped keep track of a case in the resolution lifecycle.
- It was a step up from Desk, in that it stored far more details within the actual body of the case.
- It was easier to document the details of the resolution than in Desk.
- The resolution fields did not always auto-populate, because it wasn't tied to the main Salesforce instance. Depending on how your company integrates and implements SVC, the solution will be limited.
- The reporting tool, the reports, and the dashboards tabs were easier to use. However, the issue was that they did not always save correctly. Therefore, as I built dashboards, I needed to recreate and resave them correctly multiple times. The dashboards needed some work to make them more efficient to use.
- In Salesforce, you're able to just "post" and you trust it will be internal; it would be defaulted to the first tab, with the second being the email. However, in SVC, you will need to write a "note," four tabs down. It was the smallest inconvenience, but added a few seconds onto the workflow.
Salesforce is essentially the backbone of our organization -- all projects, assignments, and cases are how we keep things documented and centralized for everyone to access. This keeps our agency all on the same page in terms of progress, reporting, email marketing, and every other marketing effort we run through SF.
- Easy-to-use, Intuitive UX/UI - I can't speak to the overall setup, but it only takes a few minutes to understand Salesforce as a user.
- Social Media-like features - by @ing someone, I can easily loop multiple people in on projects in more of a laid-back tone/atmosphere.
- Notifications sent via email - I never miss a comment or assignment because of this.
- Difficulty setting up - While I can't speak to this specifically, it seems to be difficult to add to everything this platform has to offer.
February 28, 2019
We use Salesforce for RMAs, and TAC cases and escalation to R&D for most products. Some products are escalated via email but they are generally low volume older products.
- It's is highly available down time maybe 3 min every 3 months or so.
- Ease of use interface doesn't change much stable of the last 4 years.
- Search and account inventory are very accurate and useful.
- Advance filtering keyword searching with condition can usually be done but only by power users - make advanced search easier.
- Attachments size restrictions - could be our implementation not sure if its a product issue.
- No mandatory mandatory fields. Again this may be implementation dependent
April 13, 2018
Service Cloud is being used by multiple divisions within our umbrella of 12 companies at the national financial firm. We use it as the central help desk for the entire enterprise (~1,000 nationwide employees). Having the ability for a single email to disperse employee requests to the correct regional IT department is extremely helpful in addressing issues quickly. We also use it for other departments (such as compliance, facilities, retail) in a similar aspect, in which there is a single email for the enterprise to submit forms or emails to the correct queue. Great for timeliness and audit tracking!
- Splitting service processes into the respective channels as needed (helpdesk vs. facilities; Midwest vs. Central regions). It's nice knowing that the issue can be addressed by the correct channel on first try.
- Communications are extremely effective - the ability to email back and forth and have it tracked on the correct ticket is great for auditing and training.
- The Console view is great as it helps agents see their work in a single screen, and also having Knowledge and chat integrated adds an extra flare to the quality of service.
- It would be nice to have inline coloring in list views to know who is changing or taking ownership of specific tickets as they are happening.
- When posting comments, it would be great to be able to select whether or not to notify the case owner or contact upon save.
- The emailing from an org-wide address gets a little tricky when people are trying to cc the full case owner. (example: facilities isn't the owner of the ticket, but is the queue - they would like to be notified as a queue any time communication happens to be aware of the current status).
January 18, 2018
We use Salesforce throughout the business as a CRM, sales lead funnel management. The users who use service cloud manage customer support, cases, and use it for knowledge management. It also integrates with our ERP (Oracle) and our phone system (inContact) for intelligent routing and screen pops.
- Case management and tracking customer interactions.
- Integrations with other data sources to provide a 360 degree customer view when they contact us.
- Knowledge management integration into cases is especially useful to make our users more consistent with shared knowledge.
- Case management and interface is a bit outdated. We do need a lot of information presented but it does not do a good job allowing us to highlight the important things, but still leaving detail available.
- Performance can fluctuate in a shared environment.
- Omni channel functionality is buggy and is unreliable. Sometimes cases get stalled in assignment even if agents are available.
January 18, 2018
Service Cloud is being used by our support teams to manage cases. It has greatly enhanced our ability to increase visibility across the organization and organize and report on our data. The analytics that are now available have greatly elevated our ability to manage our clients and our internal staff.
- Robust set of features allowing efficient management of support cases.
- Consolidation of disparate functions onto a single platform (Salesforce).
- Extensive reporting and analytics.
- Migration from classic to lighting was especially challenging.
- Customization is available but not as easy as they make it out to be.
- Different departments working within the platform requires delicate management so as not to disrupt processes.
September 14, 2017
Service Cloud was the primary interface for all customer service and support activities with both our internal customer facing teams and external support staff. From there, customer data was managed and all calls, chats, emails, and support activities were tracked. We were attempting to find a single channel to manage these actions and create a queue of actions that need to be taken by the customer service team.
- My favorite thing about Service Cloud was the auto-assignment rules. It saved us a great deal of time and headaches to know that all tasks were routed to the most available person without management intervention.
- I appreciated the ability to create and tweak auto-assignment and queue rules. This allowed us to route tasks to the correct team members.
- Service Cloud was very easy to set up. I was able to get it up and running in a couple of days. Tweaking settings was easy, too - I was able to make changes without having to call an implementation specialist.
- The one shortfall that we had was with reporting. The customer service team was always asking for more abilities to report on activities.
December 19, 2017
We utilize Service Cloud to organize all of our Aftermarket Service inquiries that come through email or website form submissions. These inquiries become cases, which are assigned and handled by our internal team of aftermarket support personnel. The creation of cases enables us to organize inquiries across all our personnel, so that they can each have visibility into who is working on what, avoid multiple people working on the same request, and have a record of the customer interaction, for follow up, if the initial assistance does not completely solve the customer issue.
The use of Service Cloud by our Aftermarket Service team enables our sales cloud users to assign cases to the service team as they have interactions with customers, and it also gives our sales team visibility into service instances that occur on their customer accounts.
The use of Service Cloud by our Aftermarket Service team enables our sales cloud users to assign cases to the service team as they have interactions with customers, and it also gives our sales team visibility into service instances that occur on their customer accounts.
- Case Creation.
- Linking cases to accounts and contacts.
- Utilizing reporting to identify trends in Service Cases (types, accounts, volume).
- If a case is reopened and then re-closed, you have to update the solution, and this overwrites the previous solution to the case. If a case is closed, reopened, then re-closed, it would be helpful to have multiple solutions for that case, instead of having to create a new case, as the continuity of the original case helps for visibility of the case evolution.
- Being able to attach files to emails so that they are visible in Classic and Lightning would be helpful, so our users can more easily move between the two.
- Better notification and identification of new messages on Cases when a user is in Lightning.
Salesforce Service Cloud Scorecard Summary
Feature Scorecard Summary
What is Salesforce Service Cloud?
Salesforce Service Cloud provides companies with a call center-like view that enables them to create and track cases coming in, and automatically route and escalate what’s important. The Salesforce CRM-powered customer portal provides customers the ability to track their own cases, includes a social networking plug-in that enables the user to join the conversation about their company on social networking websites, provides analytical tools and other services including email, chat, Google search, and access to customers' entitlement and contracts.
Categories: Help Desk
Salesforce Service Cloud Screenshots
Salesforce Service Cloud Videos (4)
Salesforce Service Cloud Integrations
InsightSquared Sales Analytics, LiveChat, Salesforce Marketing Cloud Interaction Studio (formerly Evergage + MyBuys), MindTouch, Userlike, SurveyMonkey, Salesforce Field Service (Click Field Service Edge), Salesforce Einstein Analytics (formerly Wave Analytics), ServiceMax, RingCentral, GetFeedback, by SurveyMonkey, FormAssembly, Five9, Clicktools, NewVoice
Salesforce Service Cloud Competitors
Salesforce Service Cloud Pricing
Starting Price: $65
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
Salesforce Service Cloud Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Apple iOS, Android, Windows Phone, Mobile Web |
| Supported Countries: | Canada, United States, United Kingdom, Japan, Korea, India, China, Australia, Brazil, Mexico, Finland, Denmark, France, Germany, Ireland, Italy, The Netherlands, Spain, Sweden, Switzerland |
| Supported Languages: | English, French, Portuguese, Japanese, Spanish |