Salesforce for a Service Department, how does it work??
April 30, 2021
Salesforce for a Service Department, how does it work??
Score 7 out of 10
Vetted Review
Verified User
Software Version
Other
Modules Used
- SalesCloud
- Chatter
- Service
Overall Satisfaction with Salesforce.com
We use Salesforce to create "Cases" in the service module. Once we have created a case, we can add information from the customer, the problem they are having[,] and our planned solution for that problem.
We also use that case to keep track of what has been done to solve the problem, what parts will be sent, what [paperwork]/parts have been received back from our service techs in the field.
We also use that case to keep track of what has been done to solve the problem, what parts will be sent, what [paperwork]/parts have been received back from our service techs in the field.
- Searching for a customer by zip code is great!
- Keeping all the info for one system in one place is good.
- When you close SF and open it the next day it tends to open old cases (tabs). You'll end up with tab overload if you don't put time into closing old ones.
- If you start a case and don't have all the required fields completed, you'll lose it all if you try saving it too soon.
- Cases must be closed to move off the radar. I think this helps us to make sure that everything is billed out properly.
- We are looking for ways to integrate our service contracts into Salesforce.
Do you think Salesforce Sales Cloud delivers good value for the price?
Not sure
Are you happy with Salesforce Sales Cloud's feature set?
Yes
Did Salesforce Sales Cloud live up to sales and marketing promises?
Yes
Did implementation of Salesforce Sales Cloud go as expected?
Yes
Would you buy Salesforce Sales Cloud again?
Yes