service cloud: a new era of service for the connected world – salesforce essentials tel aviv 2015

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Page 1: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015
Page 2: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015
Page 3: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Shiri Levi

Salesforce Customer Success Manager

[email protected]

A New Era of Service for the Connected World

Page 4: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Statement under the Private Securities Litigation Reform Act of 1995:

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Forward-Looking Statements

Page 5: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Salesforce Continues Leadership in Customer Engagement

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Salesforce.

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

 

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

Page 6: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Growth Driven by Customer Success

Page 7: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

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

Page 8: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

75 Billionconnected products by 2020

Page 9: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

connected products per person58

in the world’s most connected countries

Page 10: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Customer Service Has to Evolve

1990s

PhoneToday

Everywhere

2000s

Social

Customers are expecting connected service everywhere

Page 11: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

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

Page 12: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

The Customer Experience Gap is Widening

Companies CustomersSystemsCustomersEmployees

Disconnected from:

FasterSmarterMore Insightful

Demand service that is:

The Customer Experience Gap is Widening

Page 13: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

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

Page 14: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

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

Page 15: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Stratasys - New Dimension Of Support

Page 16: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

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

Page 17: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

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

Page 18: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

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

Page 19: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

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

Page 20: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

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

Page 21: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Case Life-CycleCase

Case Tasks

OrdersEngineer Debrief

Charges

Page 22: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Case Creation Channels

Case New Case

Predictive Reactive Proactive

Page 23: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Task Assignment

Case Tasks

• Drag & Drop Scheduling

• Intelligent Workforce Management

• Management Tool: Actual vs. Planned

Page 24: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Task Management

Case Tasks

• Multiple Task Types

• Escalation & Routing Rules

Page 25: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Orders

Page 26: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Case Tasks

Order Lines

Case

Install Base

Engineer Debrief

Page 27: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Charges

Preview Charges Service Contracts Entitlements

Automatic Discount

Calculation

Approval Process

Case Closure

Page 28: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Key Takeaways

• Listen

• Stretch Boundaries, Think Big

• Be Creative, Think Out of the box

• Nurture Strong Relationships

• Be Ready for Changes

Page 29: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Next Projects• Partner Community

• Knowledge & troubleshooting system

• Offline mobile Integration

• Improved Scheduler

• Survey

• Extend Salesforce to new regions

Page 30: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

Salesforce Tour

Customer - Shiri Agent - Itay

Page 31: Service Cloud: A New Era of Service for the Connected World – Salesforce Essentials Tel Aviv 2015

thank y u