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Thursday, 30 November 2017

Service Cloud


Service Cloud is built on the Salesforce Customer Success Platform, giving you a 360-degree view of your customers and enabling you to deliver smarter, faster, and more personalized service.

In addition to being a pioneer in cloud-based sales force automation, Salesforce is the recognized leader for CRM customer engagement. With Service Cloud, you can automate service processes, streamline workflows, and surface key articles, topics, and experts to transform the agent experience. Connecting one-to-one with every customer, across multiple channels and on any device, was never easier. 

When your customers have questions, your customer service team needs to be equipped to answer them quickly and easily. When your customer service is frictionless, customers are more likely to return to your product or service. Service Cloud gives agents the tools to deliver an outstanding customer experience, enabling them to work faster and more productively, which improves customer satisfaction and reduces costs. And with Service Cloud and Customer Communities, you can create a self-service community that allows customers to tap into the best information about your product, connect with peers, or contact a support agent when needed.

The Salesforce Lightning Console was designed with agent productivity in mind. With features such as email-to-case, skills-based routing, macros, and milestone tracking, Service Cloud gives agents the tools to quickly and efficiently respond to customers on any channel. Agents enjoy a streamlined, intuitive experience that gives them a 360-degree view of your customers, a comprehensive knowledge base, and access to company experts. It’s not just about your agents, your entire organization can glean insights from a case history or help provide technical expertise that answers a common service question. 

Treat social channels just like email and phone. Listen and respond to customers across a variety of social platforms and automatically route social cases to the right agent at the right time. Because social customer service is an integrated, seamless part of the Salesforce Customer Success Platform, your social care team gains a comprehensive picture of the customer before responding. This 360-degree view of the customer empowers agents with the ability to engage customers on the social channels where they are talking. 

A self-service community is a customer portal that allows you to help customers help themselves. Delivering self-service means showcasing your knowledge base and offering case management to customers, so they can get answers to their questions anytime, on any device, from community content or peers. This allows your agents to focus on solving the most complex issues. And you can even create an internal self-service community for your employees to collaborate around content and business processes.

With Service Cloud and Community Cloud, you can deliver a self-service community or customer portal that is an extension of your brand, while enabling agents to jump on the case when needed, so no question goes unanswered. Extend your support via a fully branded experience where customers — and employees — can tap into articles, discussions, and ask questions of their other community members or agents with Service Cloud and Community Cloud.

Customers are increasingly engaging with your product or service via mobile apps. But are they able to access support within your app? Service Cloud offers Snap-ins, which lets you embed customer support directly into your apps, from case management to SOS. In fact, SOS is changing the way companies provide in-app mobile support with live agent video chat, screen sharing, and on-screen guided assistance. You can take customer service even further with Community Cloud. Our self-service communities are responsive on any device, meaning you can create a single branded community where your customers can enjoy the same seamless experience to quickly find the answers they need from a mobile phone or tablet.

And with the Salesforce Mobile App, customer support managers can access the data and insight they need right from their mobile device to make informed, real-time adjustments. 

Companies of all sizes, across all industries are using Service Cloud to transform customer service. With Service Cloud, companies have been able to deliver faster, smarter, and more personalized service to their increasingly connected customers across multiple channels. Companies are empowering their agents with the tools they need to increase customer engagement and are seeing significant improvements in customer satisfaction as a result. Visit our Customer Stories page to see how companies are reimagining customer service with Service Cloud.
Success is built on trust and trust is at the core of everything we do. We go the distance to ensure that our customers’ data is safe and secure. We use a multi-layered approach to protect your information, constantly monitoring and improving our application, systems, and processes to protect the integrity and availability of the information that is vital to your business operations and our shared success. 

With Salesforce’s customizable reports and dashboards, you can monitor your service metrics and track key performance indicators that are important to your business, whether it’s the customer satisfaction score or average handle time. Dashboards provide high-level visibility at a glance, and customizable reports let you drill down for detailed information on the performance of your customer engagement center, call center, or help desk. Creating your own reports and dashboards is a snap; there’s no need to wait for overloaded IT resources.

Salesforce has a customer service solution for any company, regardless of size or industry. Desk.com is our solution for small businesses that need an app for customer service that they can get up and running right out of the box. But if you’re a business of any size that needs a solution that can be customized and is flexible to adapt to your changing business needs, then you need Service Cloud. As a platform for customer service, Service Cloud adapts to the unique requirements of your business, integrating all your information, processes, and systems in one place. Service Cloud provides your entire organization with a complete, 360-degree view of your customer, increases the efficiency of your operations, and provides analytics to drive the decisions important to your business.

Absolutely. With Desk Connect, all the data you store in Desk.com is instantly synced with Salesforce. That means that when it’s time to make the move, the data migration piece is already taken care of. Your case, customer, and account information can live in both systems, synced instantly on both ends.
There are a variety of ways to customize Service Cloud and we work with you to build a complete CRM customer service solution that addresses your business needs, is scalable, and allows you to innovate. Service Could Enterprise Edition is a comprehensive solution that delivers the Lightning Console, a multichannel view of cases, CTI integration, call scripting, knowledge management, developer tools, and more. With Unlimited Edition, you’ll receive access to unlimited online training, 24/7 toll-free support, and over 100 admin services. You can maximize performance across service and sales with Performance Edition — a fully integrated sales and service solution built on the Salesforce Platform.

The Service Cloud free trial lets you dive right into all of the great capabilities of Service Cloud for free for 30 days. See what it’s like to use the Lightning Console, manage cases, create customer profiles, and search for questions in a self-service portal.

In addition to the Salesforce Success Services team, Salesforce collaborates with a network of partners to help you configure Service Cloud to meet your unique industry, call center, help desk, and overall business needs. Explore our partners and learn more about their specialized capabilities for your Service Cloud implementation via the Salesforce AppExchange or by contacting a Salesforce representative.

Service Cloud integrates with back-office applications allowing you to extend your service processes to meet your business needs and customer expectations. You can innovate on a platform that delivers enterprise security, reliability, and scale. And Service Cloud integrates with all the popular phone systems, so your CTI (computer telephony integration) is a snap.
We have a team of certified experts and innovative offers that when combined with our market-leading cloud solutions, accelerate the business value our customers are able to realize. We leverage our experiences working with Service Cloud customers across multiple industries building and extending our platform to help you get the most out of your implementation. And with the AppExchange — the world’s largest marketplace of business applications — you can further customize and extend the power of Service Cloud and Salesforce.

Join the Service Cloud group in the very active Salesforce Success Community.

Einstein Analytics

It’s a revolutionary customer and business analytics platform that’s optimized for mobile use and brings flexible customer analytics to everyone in your company. It works with any data, from any data source, and it will change the way your company answers critical questions. Einstein Analytics allows you to explore in ways legacy analytics can’t because you can:
  • Connect directly to your CRM data and execute on insights directly in Chatter.
  • Automatically analyze millions of rows of data and get predictive analytics with Einstein Discovery.
  • Explore data quickly and automate actions with prebuilt apps.
  • Use mobile to act, whether you're on Android or iOS.

Reports and Dashboards provide an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates. It looks and behaves like Einstein Analytics, but provides very different functionality.

Einstein Analytics is designed for self-service data discovery. It extends beyond Reports and Dashboards to give you new views into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step.

Recently developed discovery tools offer better charting capabilities than traditional business intelligence, but they fall short when it comes to search speed, the need to build schemas, and discriminating against new data types. Plus they aren’t mobile, and they’re often deployed on-site.
Einstein Analytics, on the other hand, is designed to bring true business intelligence to every business user in every line of business: from sales reps to service reps to marketing managers and beyond. It is 100% mobile — not just for tablets and not as an afterthought.
It also allows you to maintain control of your data. With some other solutions, data analysts will download data and store it locally — taking governance out of your company’s hands. With analytics from Salesforce, you can ensure that critical company data stays in your system and isn’t exposed through substandard security.

Many of our large enterprise customers have asked the same thing, only to discover that Einstein Analytics works more like a search engine that allows them to instantly explore data in any direction, rather than a spreadsheet that requires time-consuming, headache-inducing manual revisions. They’ve also discovered that real mobile access to data is a powerful business accelerator that can help employees do better work, faster.
Not all analytics tools are created equal. Einstein Analytics is next-generation business intelligence software designed to provide critical answers at consumer speed. It’s intuitive, empowering, and built for mobile. It lets everyone explore data in ways they couldn’t with legacy analytics, which leads to discussions, decisions, and transactions that are driven by insight, instead of instinct.
With Einstein Analytics, you can deliver tailored analytics experiences to sales, service, marketing, and IT business users so that they can take action quickly without getting bogged down by complex dashboards.

The short answer: It’s night and day. The longer answer: Relational databases require deep-level integration across schemas and between datasets. This is difficult and time-consuming. Conversely, Einstein Analytics is a mobile tool that lets you explore information like you would with a search engine. This creates faster time to value, and more flexible data visualization and navigation.
  • Relational databases are schema-based. Schemas are based on assumptions about questions that need to be asked ahead of time, and require preaggregation due to long query times. This forces rigid searches and questions, preventing users from exploring unique opportunities on the spot.
 Instead, Einstein Analytics uses search-inspired technology to mash up data across silos, to unify and collapse the systems integration lifecycle.
  • Relational databases are brittle. Changes in source data — like updating your product list in your enterprise planning system — can break the whole schema, forcing IT to spend days or weeks fixing things. Instead, Einstein Analytics is an organic, flexible system that’s 100% adaptable to change or varied data types.
  • Relational databases can’t ingest unstructured or semistructured data. Legacy business intelligence and relational databases can only ingest specific types of data, and can only scale to structured datasets. They can’t ingest or combine semistructured data. Instead, Einstein Analytics can easily handle semistructured data because it works like a search engine, not a spreadsheet. Data is constantly changing, and is shaped differently today than it was 10 years ago. Einstein is designed to adapt to all of these changes, and more.
  • Relational databases limit exploration; you can’t get to individual records. Databases use preaggregation and precomputation, which limits search flexibility. Legacy systems were optimized for performance and storage costs, making aggregation a necessary evil for queries. Instead, Einstein Analytics uses a key-value store and inverted index that allows slicing and dicing down to individual records, while making it easy to explore hundreds of millions of rows.

Legacy analytics solutions were never equipped to deliver self-service. Those technologies were built on the premise that all data mining would be done by analysts, who would email or share information with business users. These systems are inherently slow and inflexible, and it’s impossible to force them to move at consumer speed. But Einstein Analytics completely transforms business intelligence by moving from a schema-based design to a search-based design — finally putting analytics in the hands of employees, no matter where they’re working, and without the need for IT or analysts.

They’re a series of purpose-built analytics apps designed to put relevant answers in the hands of every member of your team, across every line of business, while adapting to your ongoing business needs. With Einstein Analytics Apps, everyone can explore data, uncover insights, and instantly take action from any device.

All you need to do is get your data into Einstein Analytics. Once it’s in the system, anyone with the right permissions can begin slicing and dicing data, and building dashboards.
Einstein Analytics is as close to plug-and-play as any analytics solution on the market. There are two ways to load Salesforce data: You can write the data flow yourself, or use a simple visual wizard to create your initial datasets. Many of our customers set up their initial Salesforce datasets within a few minutes or hours.
Getting third-party data into Einstein Analytics is relatively easy thanks to our integration partners. Depending on the volume of the data, this can take a few hours.
Most of your setup time will be spent identifying use cases and thinking strategically about which datasets make sense and what dashboards need to be built.

Nope. Unlike legacy business intelligence, Einstein Analytics is designed for every single person in your organization.

Typical analytics solutions are difficult to use and require expertise. Even simple questions are sent into an overburdened service bureau, causing a backlog. This kind of system makes it difficult for analysts to deliver timely insights that drive strategic business decisions.

But Einstein Analytics is different. It’s designed to be used like a search engine, and enables you to explore and share data from every angle, on the fly. You no longer have to log tickets to ask a simple question — now you can get insight on your own.
Absolutely. One of the key features of Einstein Analytics products is dashboard creation and editing capabilities, so you can build them out as you like.
We don’t believe in discriminating against data sources. Einstein Analytics is open to any data, including structured CRM data in Salesforce, financial data in SAP, or inventory data in Oracle. And Einstein Analytics works with the overwhelming amount of new data being created all the time, including semistructured data from machines, sensors, mobile apps, and websites. We manage the data in Salesforce CRM apps, AppExchange apps, and Force.com custom apps directly. For other data sources, you can use any popular ETL tool to move data to Einstein Analytics, or leverage its public API to load data.
All of the data you have in Salesforce is available to you in Einstein Analytics. If you want to bring data directly into Einstein Analytics from another system, you need to upgrade to the Einstein Analytics license.
At Salesforce, trust is at the core of everything we do. Over 150,000 companies trust Salesforce to keep their cloud data safe. Our multilayered approach to security protects the integrity of your information — and our applications are always improving. Individual users are restricted by authentication, session limits, and audits that provide control and visibility. Organizations receive a unique identifier that makes data inaccessible to anyone outside the company.

Salesforce Health Cloud


Salesforce Health Cloud is our premier patient and member relationship platform that harnesses the power and security of the cloud, as well as social and mobile technologies, to deliver more personalized engagement. It accomplishes this by providing a complete view of the patient, smarter patient management, and a connected patient engagement experience.
With Health Cloud, care teams have easy access to clinical and non-clinical patient and member data including current health conditions and medications, appointment history, communication preferences, and data from the EHR and other systems. Teams are able to work smarter across entire patient and member groups to provide insightful care faster.
Is your organization ready to deliver a smarter, more connected, more personalized experience to patients and members anywhere and on any device?

Health Cloud is built on Service Cloud and was designed for a wide range of healthcare and life sciences use cases around managing 1-to-1 patient and member relationships. This all starts with our Developer Success Platform, providing the flexibility to quickly create and customize trusted business apps. With millions of apps built on the platform, we take care of infrastructure so you can focus on innovation. This platform is also what powers our complete CRM, the Customer Success Platform, which provides the tools needed to connect to customers across multiple business channels and devices.

We understand that great technology alone is not enough to guarantee success. Each and every Health Cloud customer has a robust ecosystem of partners to support your business as part of our Customer Success Services. From Salesforce Customer Success Managers to one of the million members in our success community, we have a team of people dedicated to your success.
Patients today demand and expect more from the healthcare industry, which is why it’s important to deliver more personalized experiences throughout the continuum of care. Health Cloud connects teams and health professionals in a single place to seamlessly collaborate, ask questions, get answers, and gain insights. In addition, it streamlines patient management with the goal of delivering more efficient and effective care from patient acquisition to retention, giving healthcare providers the ability to go beyond health records and build better patient relationships. The result? Better patient satisfaction.

In order to thrive in this new era of payment reform, payers must put in place patient-centric strategies to build deeper relationships. Health Cloud advances the ability of healthcare systems to drive stronger member relationships with out-of-the-box functionality. With it, organizations can manage the entire member journey from prospect to enrollment, provider selection, benefits administration, service, care support, billing, and more. Health Cloud also helps payers better manage chronic disease populations and engage directly with individuals regarding their care plans – improving adherence for better outcomes.

This industry shift towards the patient-centric care creates a big opportunity for life science companies to differentiate their products and get ahead of the competition. Every company is looking for ways to increase their initial adoption and continued adherence. With Health Cloud’s out-of-the-box capabilities, it’s never been easier for life sciences companies to engage patients and offer support services such as access to education, onboarding, and care coordination.

Health Cloud actually extends the value of Service Cloud by leveraging its powerful features to enable more personalized patient relationships. Gain instant access to complete patient profiles, detailed care plans, patient timelines, and care networks with no customization required. In addition, Health Cloud's clinical data model is based on HL7 FHIR standards and operates with open APIs for EHR data and device integration.

Health Cloud is designed to be the engagement, data aggregation, and collaboration solution that complements existing electronic health records and clinical systems. Integrating EHR data with Health Cloud can unlock a panoramic view of each patient for smarter, more personalized care.
We understand that integration with your EHR or any application that holds patient information is critical, so we take it seriously and work with you to get it right. One way to do this is by using a middleware to facilitate a direct EHR-to-Salesforce connection, or you can route through your enterprise data warehouse if data aggregation is needed. Once that pathway is established, you can exchange any data, in any direction, at any frequency.
One thing we have learned from our customers and AppExchange partners is how important it is to be precise with the purpose of the integration. What use case are you working to satisfy? What process are you seeking to automate? These are critical questions. By working with Salesforce to define your use case and understand our APIs as well as the API for your EHR, developing frictionless interfaces is doable.
Lastly, we are committed to helping you get more value out of your EHR data and as a result, they get more value out of Salesforce.

Absolutely. Our success is built on trust and it is at the core of everything we do. Our team goes the distance to ensure that customers’ data is safe and secure. We use a multi-layered approach to protect patient information, constantly monitoring and improving our application, systems, and processes to better protect the integrity and availability of all critical information.
For customers who need additional levels of security, compliance, and governance – such as those in healthcare – we offer Salesforce Shield, a premium set of integrated services built natively into the Salesforce platform.

There are a variety of ways to customize Health Cloud and we work with you to build a complete solution that addresses all your business needs. Plus, we ensure a level of scalability that promotes continued innovation.
Health Could is a comprehensive solution that delivers patient health timelines and profiles, a patient prioritization page, a care team collaboration network map, care plan customization and management, knowledge management, developer tools, and more. With Unlimited Edition, you’ll receive everything in the Enterprise Edition in addition to unlimited online training, 24/7 toll-free support, and over 100 admin services.*
*All per user products require an annual contract.