Call Center
Make Every Agent Successful
Happy agents mean happy customers. The simplicity and power of Salesforce CRM give your agents
everything they need to be productive and successful.
-
Do More with Fewer Clicks – Salesforce CRM makes it simple
for agents with powerful automation and productivity tools that are as easy to use as popular
consumer Web sites. That means less training, faster responses, and happier customers.
- Get Complete Customer Visibility – When your service, marketing, and sales departments are all on the same page, your customers are in good hands. Salesforce CRM gives you this complete visibility... plus a way to access to back-office information like billing status, all in a unified console… so agents have a true 360-degree customer view.
- Get a Pulse on Performance – Need a better window into your service performance? The powerful analytics toolset in Salesforce CRM has you covered. Use reports and dashboards to track service quality, agent performance, and customer issues. And like everything else in Salesforce CRM, it’s a snap to create and customize your own
Agent Console
Reports and Dashboards
Case Management
Case Collaboration
Ideas Management
CTI
Knowledge Base
Call Scripting
Email Management
Entitlement Management
Workflow & Escalation
Reports and Dashboards
Case Management
Case Collaboration
Ideas Management
CTI
Knowledge Base
Call Scripting
Email Management
Entitlement Management
Workflow & Escalation
When agents have a 360-degree
customer view, service is fast, cases get resolved, and customers are thrilled.
Get complete visibility across your
customer base and service organization with reports and dashboards.
Document customer issues. Resolve
them, report them, and create the 360-degree customer view.
Solve the most challenging customer
issues quickly by collaborating between agents or across your company.
Agents are experts. Harness the
wisdom of the crowd with ideas for better service and higher productivity.
When you can integrate with 70+ CTI
systems, you can be sure your agents have the right tools for speed.
Give your agents the right answer the
first time, no matter how complex your products and services get.
Guide your agents with the right
thing to say, no matter what the situation.
Track inbound and outbound emails,
let customers kick off a new case via email, and keep agents productive with templates.
Track the support your customers are
entitled to and keep up with your SLA commitments. Make sure nothing falls through the cracks.
Be sure you have the right processes
for agents to deliver great service. When issues arise, quickly escalate them for immediate action.




