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Anthony Pica
@anthonypica
Internet Creations
@icsfdc
Internet Creations
Salesforce Consultants & Business Technology Experts
Salesforce since 2004: AppExchange Apps & Salesforce Consulting Services
Service Cloud® Community Cloud®Accounting Seed for Salesforce
• 150,000+ support cases
per year
• Time-consuming to locate
customer information,
register their products and
process RMAs
Search results
Create a new
contact, case, and
register products
in one step
Quickly locate
customers in
Salesforce
A great customer experience starts with a great agent experience.
• Eliminated antiquated
processes and technologies
• Agents work smarter, not harder
• Customers receive faster service
• Rapidly growing clientele
• Manual invoicing and
collections process
• Payment authorization involves
multiple customer contacts
Custom email template with
account statement directly
in email body
Streamlined
invoicing and
automated
dunning process
Sales Cloud®
and
for CRM, Finance, and ERP
• Scalable accounting process
• Customers are pleased with
timely, consistent, and easily
accessible account statements
• Faster time-to-pay rates and
improved short term cashflow
• Increased demand on customer service from
growing customer base and product portfolio
• Everyone expects self-service resources
• Customers want to collaborate and share code snippets
Encourage people
to search before
contacting support
Start a new
discussion and get
help from the
community
Collect data on articles,
discussion, community
ideas, and engagement
• Customers are empowered to get help
fast, collaborate, and crowdsource
knowledge
• Improved analytics lead to
better content and engagement
• Reduced burden on support agents
Thank you

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PhillyForce 2017

  • 1. Anthony Pica @anthonypica Internet Creations @icsfdc Internet Creations Salesforce Consultants & Business Technology Experts
  • 2. Salesforce since 2004: AppExchange Apps & Salesforce Consulting Services Service Cloud® Community Cloud®Accounting Seed for Salesforce
  • 3. • 150,000+ support cases per year • Time-consuming to locate customer information, register their products and process RMAs
  • 4. Search results Create a new contact, case, and register products in one step Quickly locate customers in Salesforce
  • 5. A great customer experience starts with a great agent experience. • Eliminated antiquated processes and technologies • Agents work smarter, not harder • Customers receive faster service
  • 6. • Rapidly growing clientele • Manual invoicing and collections process • Payment authorization involves multiple customer contacts
  • 7. Custom email template with account statement directly in email body Streamlined invoicing and automated dunning process Sales Cloud® and for CRM, Finance, and ERP
  • 8. • Scalable accounting process • Customers are pleased with timely, consistent, and easily accessible account statements • Faster time-to-pay rates and improved short term cashflow
  • 9. • Increased demand on customer service from growing customer base and product portfolio • Everyone expects self-service resources • Customers want to collaborate and share code snippets
  • 10. Encourage people to search before contacting support Start a new discussion and get help from the community
  • 11. Collect data on articles, discussion, community ideas, and engagement
  • 12. • Customers are empowered to get help fast, collaborate, and crowdsource knowledge • Improved analytics lead to better content and engagement • Reduced burden on support agents