service cloud: a new era of service for the connected world – salesforce essentials tel aviv 2015
TRANSCRIPT
Shiri Levi
Salesforce Customer Success Manager
A New Era of Service for the Connected World
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Forward-Looking Statements
Salesforce Continues Leadership in Customer Engagement
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Magic Quadrant for CRM Customer Engagement Center
April 27th, 2015Analyst: Michael Maoz, Jim Davies
Gartner has positioned Salesforce highest for ability to execute andfurthest for completeness of vision in the Leaders quadrant
Yearsin a row6
Growth Driven by Customer Success
Driving Customer Success Across All Metrics
+45%
Faster Average Handle Time
+45%
Support Cost Savings
+47%
Agent Productivity
+48%
Faster Case Resolution
Source: Salesforce Customer Relationship Survey conducted March 2015 - May 2015, by an independent third-party, Confirmit Inc., on 4,600+ customers randomly selected. Response sizes per question vary
Customer Satisfaction
+45%
Average percentage improvements
reported by Salesforce customers
75 Billionconnected products by 2020
connected products per person58
in the world’s most connected countries
Customer Service Has to Evolve
1990s
PhoneToday
Everywhere
2000s
Social
Customers are expecting connected service everywhere
It’s All About Customer ExperienceCustomers are increasingly switching providers due to poor customer experience
of the Fortune 500 firms from 2000
do not exist
52%
Source: Accenture, Customer 2020 Source: Ray Wang, “Disrupting Digital Business: Create an Authentic Experience in the Peer-to-Peer Economy”
64%46%
51%
201420132012
The Customer Experience Gap is Widening
Companies CustomersSystemsCustomersEmployees
Disconnected from:
FasterSmarterMore Insightful
Demand service that is:
The Customer Experience Gap is Widening
Service Platform for Customer SuccessTransform the customer experience with Service on Salesforce
PersonalizedService
Smarter Support
InnovateFaster
Connect 1:1 with every customer, anywhere
Empower agents and managers with the right tools and intelligence
Build and scale at the speed of your customers
Service For Everyone & Anywhere Connect to 1-to-1 with customers by embedding support into any native mobile app
Get the answers you need anytime,
anywhere
Instantly connect to an agent
without leaving the app
Live, interactive video support when
you need it
Create and monitor cases from any
mobile device
Live phone support with a single
click in any app
Chat for Apps SOS for Apps Cases for Apps Tap-to-Call for AppsKnowledge for Apps
Stratasys - New Dimension Of Support
Yaniv Ninyo
IS Engineer & SFDC Administrator
Lead Ongoing Implementation & Projects
8 years experience of CRM & ERP Implementations
BSc Industrial Engineering, MBA Graduated
Maayan Krivine - Bitan
IT Business Analyst & Project Manager
Head of Customer Support Project Implementation
9 years experience of CRM & ERP Implementations
BSc Industrial Engineering & Management
About Stratasys• Largest 3D printing company in the world
• The only company that provides a complete 3D solution to customers
• Acquired 6 companies in the last 3 years
• Indirect sales and support channels with more than 2,000 partners worldwide
Stratasys Customer Support VisionA Global Unified Cloud-Based Support Solution for our customers and partners, to achieve Top-Level Service while providing 360 View of our Sales & Service processes
What is Customer Support at Stratasys?
• 250 SFDC Customer Support Users, 80 Direct Field Engineers
• 4,500 Cases a month
• Provide Support in US, EMEA, APJ and Latin America
• ~40,000 Installed Printers worldwide
• Over 8000 Spare Parts shipped a monthCustomer
Support on SFDC
Accounts/ Contacts
Cases/ Case Tasks
Products & Pricebooks
Asset Management
Service Contracts & Entitlements
Inventory Management
Order Management
Returns\ RMA
Our Challenges • Create One Universal Platform & Process
• Create a Rich & Powerful UI / UX while Maintaining a Seamless 2-Way Interface to the Company’s Logistical and Financial ERP modules
• Implement a Project on an Existing Live Salesforce Environment Supporting Sales & Marketing
• Adapt to a Dynamic, Rapidly Growing Business Environment
• Work with Various Global Stakeholders in Multiple Time Zones
• Data Migration from Multiple Sources with Different Structures
• Encourage User Adoption
Case Life-CycleCase
Case Tasks
OrdersEngineer Debrief
Charges
Case Creation Channels
Case New Case
Predictive Reactive Proactive
Task Assignment
Case Tasks
• Drag & Drop Scheduling
• Intelligent Workforce Management
• Management Tool: Actual vs. Planned
Task Management
Case Tasks
• Multiple Task Types
• Escalation & Routing Rules
Orders
Case Tasks
Order Lines
Case
Install Base
Engineer Debrief
Charges
Preview Charges Service Contracts Entitlements
Automatic Discount
Calculation
Approval Process
Case Closure
Key Takeaways
• Listen
• Stretch Boundaries, Think Big
• Be Creative, Think Out of the box
• Nurture Strong Relationships
• Be Ready for Changes
Next Projects• Partner Community
• Knowledge & troubleshooting system
• Offline mobile Integration
• Improved Scheduler
• Survey
• Extend Salesforce to new regions
Salesforce Tour
Customer - Shiri Agent - Itay
thank y u