Enterprise AI, Service Cloud, Non-profit, Real Estate, Salesforce

A Nonprofit Construction Specialist Improves Customer Service and Customer Satisfaction Index by Deploying Service Cloud Live Agent and Knowledge Article Features

A Nonprofit Construction Specialist Improves Customer Service and Customer Satisfaction Index by Deploying Service Cloud Live Agent and Knowledge Article Features

About the client

The client specializes in roofing, exterior shell construction, maintenance, and repair for common interest developments in Southern California.

Solution

Enabled Live Agent from the Service Cloud console to handle more customer service requests quickly and efficiently. Customized workflows so that agents get quick access to customer details, Knowledge Articles, and transfer chats to senior team based on different criteria.

Benefits

  • The client could handle field service requests directly from the website.
  • Chat workflow automation improved ticket handling speed and approval/assignment protocol.
  • Helpdesk calls came down by 55% since enabling Live Agent in the website.

Technology

Salesforce: Service Cloud

Technologies: Workflows, Zoho People, Zoho Projects

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