Salesforce Appexchange for Enhanced Case Management

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YOUR NEXT-GEN CLOUD PARTNER

Transcript of Salesforce Appexchange for Enhanced Case Management

Page 1: Salesforce Appexchange for Enhanced Case Management

YOUR NEXT-GEN CLOUD PARTNER

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LEADING MOBILE SOFTWARE COMPANY ENHANCES THE CASE MANAGEMENT EXPERIENCE OF THEIR CUSTOMERS

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One of the top players of a private mobile software developer firm approached us to bridge the gap between their “in-app customer service support platform and their customers on Salesforce

About the Company• Mobile software company based in San

Francisco, California.• Founded in 2011.• Have around 200 employees both in India

and the US.

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Problems Faced

• Difficulty in managing and transferring support cases between the client platform and Salesforce due to separate logins.

• Manual shift of cases made it time consuming and resulted in lesser support personnel productivity.

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Solution Provided

• Develop a canvas based app that can reuse the native UI and existing functionalities of our client’s platform.

• Publish the app on Salesforce Appexchange which will help in easy and quick installations.

• The app will be fully secure letting the customer use the client platform from within Salesforce.

• The FAQs and issues will also be in sync between the two systems.

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How It Helped

• Anywhere, anytime assistance is accessible.• The client can now easily introduce their

mobile-first CRM experience .• Provide mobile app support from within the

customer’s Salesforce org.• Customers can now track issues from within

Salesforce• Easy access to client platform.• The Salesforce Knowledge Articles accessed

through the app provides additional assistance on FAQs

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About Dazeworks Dazeworks is a passionate team of certified Salesforce developers, architects and consultants providing consulting, development, implementation and architectural guidance services. We have worked with companies across verticals to help them understand the power of Salesforce and how it can add value to their business processes. For more information about our services and customer success stories, visit our website at www.dazeworks.com or drop us an email at [email protected]

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