Salesforce Service Cloud for a productive customer relationship

Choose Salesforce Service Cloud for a productive customer relationship and to monitor business performance.

Overview

A brand based in Nebraska is in business as a B2B payment processing solution provider, powering AP processes for renowned brands in banking, consumer products, automotive, fuel, and other industries since 2007. It works towards being a no-fail payment network that helps streamline payment workflows (handling accounts payable) for their clients and improving their operational efficiency helping revenue generation through card rebates and network discounts

Highlights

The brand functioned with multiple applications to handle its operations and needed to scale up to adapt to a changing business environment. It offers third party interfaces for vendors to pay up electronically; hence interaction and secure access to various third party applications were inevitable. The brand wished to capitalize on the availability of multiple customer touchpoints and direct several marketing efforts in these points. Team AppShark implemented a comprehensive, customized Salesforce Service Cloud solution while integrating the existing applications in use. (Salesforce Sales Cloud, Service Cloud, and Pardot). The solution was inclusive of Pardot, a unique marketing tool built on the Salesforce environment, API s for outbound messages, and additional tools to keep fraud and security risks at bay.

Outcome

With the solution, the business was able to witness a seamless and secure exchange of information with its vendors. Data visibility and access was uniform, which positively impacted customer service and focused better on its marketing efforts.

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