Data-Driven Service

Maximise customer satisfaction and service team productivity with real-time data and insights. Enhance the customer experience — from self service to the contact centre to the field — when you integrate and unify your diverse datasets with Data Cloud. Empower your service team with precise insights and tailored AI recommendations rooted in your data, all driven by the Salesforce Platform.

Drive efficiency and speed up resolutions with AI and data.

Service Cloud

Make work faster for agents, mobile workers, supervisors, and customers with Agentforce, your AI assistant for CRM. Ask questions and get fast, accurate, and relevant answers that are grounded in your CRM and external data. Use Agentforce for help with simple tasks, like answering questions using your knowledge base. It can also manage more complex tasks like routing cases for approvals. Agentforce uses advanced language models and the Einstein Trust Layer to provide accurate and understandable responses based on your CRM and external data.

Agentforce

Scale customer support with a self-service experience built directly into your CRM. Reduce costs and increase case deflection by helping customers find answers on their own. Drive proactive and personalised support from the self-service portal to the field with the power of AI and automation natively integrated with the Salesforce Platform.

Self-Service Experiences
Agentforce
Self-Service Experiences

Unify all of your data for a holistic customer view.

Data Cloud

Securely integrate customer data at scale with our prebuilt connectors. Connect data across multiple Salesforce environments, your website, ERP systems, data lakes and warehouses, and countless data sources. Easily ingest relevant data from multiple sources within your CRM or external domains to resolve customer service questions quickly in Service Cloud.

Prebuilt Connectors

Consolidate all of your data into a comprehensive view of all your customers. Use matching and reconciliation rules to link the data to the right customer to drive the best next steps.

Unified Profiles
Prebuilt Connectors
Unified Profiles

Increase customer satisfaction with proactive experiences.

AI-Powered Service

Increase customer satisfaction and reduce agent handle time with AI-generated replies on any channel. With Data Cloud you can unify and harmonize data from multiple sources within your CRM or external domains to create a unified customer profile. And Einstein can generate personalized replies grounded in customer data and your trusted knowledge base so agents can share accurate and relevant replies with one click.

Service Replies

Accelerate field service delivery, enhance customer satisfaction, and boost overall efficiency by giving your mobile workers vital customer data, asset history, and service records prior to each job. With summarized insights that include equipment maintenance and past customer interactions, pre-work briefs help mobile workers prioritize onsite tasks and understand the broader context for meeting contract terms.

Pre-work Brief
Service Replies
Pre-work Brief

Empower teams to make data-driven decisions faster.

Service Intelligence

Save time and be more proactive with AI-powered predictions. Empower agents and mobile workers to deliver personalized service with actionable insights like propensity to escalate, transaction history, customer loyalty, and business rules and processes.

Embedded Insights

Unify and harmonize all of your internal and external customer data with Data Cloud. Unified profiles allow you to better engage with customers based on their individual needs and preferences. Deliver intelligent service when you unlock deeper insights and take action in real time with AI and automation, grounded in trusted customer data.

Unified Data
Embedded Insights
Unified Data

Join the Serviceblazer Community.

Learn, connect, and grow with fellow service and field service professionals. Network and get answers in real time.

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Maximize ROI with the #1 success ecosystem.

From support, expert guidance, and resources to our partners on AppExchange, the success ecosystem is here to help you unlock the full power of your investment.