Field Service Lightning helps maximize your in-field service delivery. From the first customer contact to final sign-off, every aspect of exceptional service delivery is handled in a single transaction using already existing processes.
Customers interact with businesses in multiple ways: in person, phone, mobile, web portals, social media and email. An Omnichannel model allows for all of those interactions to flow freely into the CRM system, delivering timely services and relevant products and information to customers.
Fortunately, instead of building all this from scratch, Vlocity can overlay proven industry models for sales, service, and marketing to quickly transform your CRM and better serve your customers.
If you are using Einstein Analytics to analyze your Salesforce data, your capabilities just skyrocketed. Now, you can use the same self-service Einstein Analytics tool to analyze ALL of your business data – even the data outside of Salesforce – through a new and powerful connection with AIR Redshift.
CopperHill recognizes that most businesses have more than three data systems, including financial information, website and email activity, and Salesforce data. To enable its users to get full insight and the most out of their investment, Einstein Analytics chose to partner with CopperHill Consulting.
98% of all companies have a wealth of neglected contacts — hidden gold nuggets, if you will — throughout their Salesforce org. I made up that statistic, but the point is, chances are good that your team is leaving money on the table by not checking in with old contacts periodically. Use the Last Activity Date to help you keep your Salesforce contact info fresh. Create a Contact list to display a call list of contacts who’ve had no activity during the past 180 days.