Case Study - Cordance Service Cloud

Cordance - Salesforce Service Cloud Implementation




Team Size




Tech Stack

  • Salesforce

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Introductiontitle icon

Our client employs a distinctive 'acquire and scale' business model, catering primarily to vertical B2B Software-as-a-Service (SaaS) companies. As the company underwent expansion, it encountered challenges in efficiently managing customer support inquiries across its diverse range of products.

Challenges title icon

The challenges faced by our client were as follows:

  • Inefficient Communication: Customer inquiries were being addressed through multiple communication channels, resulting in a lack of coordination and prolonged response times.
  • Absence of Centralized Data: Customer information, purchase history, and interactions were dispersed across various systems, impeding the ability to deliver a unified and personalized support experience.
  • Resource Allocation: The support team grappled with the effective allocation of resources due to insufficient insights into case volumes, agent performance, and response times.
  • Scalability: As the client's customer base continued to expand, their existing support infrastructure proved inadequate in handling the escalating volume of support requests without compromising on quality.

Solution Architecturetitle icon

The customer collaborated with Closeloop, a partner specializing in Salesforce implementation, to devise and implement a comprehensive Service Cloud solution that caters precisely to their requirements.

Key Features of the Solution:

Centralized Support Hub: A centralized platform integrated within Salesforce Service Cloud, facilitating streamlined case management and ensuring consistent communication across all acquired entities.

Automation and Enhanced Efficiency: By harnessing functionalities like Email-to-Case and Omni-Channel Routing, the system enables automatic case creation, intelligent assignment of cases to agents, and timely escalations.

Transparency and Personalization: The system's automated notifications and integration with customer data repositories facilitate proactive communication, personalized interactions, and data-informed decision-making.

Scalability and Continuous Enhancement: The architecture's scalability guarantees a seamless onboarding process for new acquisitions. This is complemented by user training, change management strategies, and ongoing improvements based on valuable feedback.

Implementationtitle icon

  • Centralized Support Hub: A centralized hub for customer support was established within Salesforce Service Cloud, offering a singular access point for managing customer interactions across all acquired entities. This hub empowered support agents with a comprehensive overview of customer cases, interactions, and history, leading to more well-informed and personalized support.
  • Email-to-Case Integration: The Email-to-Case functionality was configured to automatically transform incoming customer emails into support cases. This eradicated the necessity for manual case creation, guaranteeing that all customer inquiries were captured and monitored within the system, thereby reducing the likelihood of overlooking or delaying responses.
  • Omni-Channel Routing: Omni-Channel Routing was set up to intelligently allocate cases to appropriate support agents based on their skill set, availability, and workload. This optimization ensured that cases were assigned to the most adept agents, resulting in swifter and more precise issue resolution.
  • Automated Case Escalation: Automation workflows were enacted to facilitate case escalation according to predefined criteria. In instances where cases warranted urgent attention or specialized expertise, they were automatically escalated to designated teams or management, guaranteeing prompt and fitting resolutions.
  • Automated Notifications: Automated email notifications were configured to keep customers updated on the progress of their cases. Customers received notifications when their cases were assigned to agents, when there were alterations in case status, and upon case closure. This proactive communication heightened transparency and customer satisfaction.
  • Analytics and Reporting: Tailored reports and dashboards were formulated to provide insights into varied aspects of customer support operations. These reports encompassed metrics such as response times, resolution rates, customer feedback, and support agent performance. Data-driven insights guided decision-making and pinpointed areas for enhancement.
  • Integration of Customer Data: Integration with customer data repositories empowered support agents to access extensive customer profiles during interactions. This integration facilitated personalized support by enabling agents to comprehend each customer's history, preferences, and pain points, ultimately culminating in more effective issue resolution.
  • Scalability Framework: The implemented architecture was architected with scalability at its core. New acquisitions and portfolio companies could be seamlessly assimilated into the centralized support hub, employing standardized processes and workflows. The solution's flexibility supported the client's 'acquire and scale' model, guaranteeing minimal disruption during expansion.
  • User Training and Change Management: Comprehensive user training was conducted to acquaint support agents and stakeholders with the new system. This training ensured that all parties involved were well-versed in operating the system effectively.

QAtitle icon

Requirement Validation: Our QA specialists collaborated closely with the customer to validate the gathered requirements, ensuring their clarity, comprehensiveness, and alignment with the organization's customer service objectives.

Service Cloud Configuration and Process Testing: Thorough testing encompassed the Service Cloud configuration to verify the precise implementation of customizations, workflows, and automation that align with the customer's unique service needs. Our QA team conducted exhaustive end-to-end testing of service processes within Service Cloud, ensuring comprehensive coverage of case management, customer interactions, and resolution procedures.

Case Management and Escalation Testing: QA specialists performed meticulous testing on case creation, assignment, and escalation processes. This included verifying the accuracy of case routing based on Omni-Channel Routing and ensuring timely escalations for critical cases.

Automated Notifications Testing: Our QA team validated the automated notification system, confirming that customers receive timely updates on case progress, resolutions, and closures.

Reporting and Analytics Validation: QA experts ensured that the reports and dashboards within Service Cloud provided accurate insights into support performance, agent productivity, and customer satisfaction metrics.

Usability and Customer Experience Testing: QA conducted usability testing to evaluate the overall user experience, navigation, and user-friendliness of the system for support agents.

Resultstitle icon

The implementation of the proposed solution architecture culminated in a streamlined and centralized customer support ecosystem for our client's 'acquire and scale' B2B SaaS business model. Through the utilization of Salesforce Service Cloud's functionalities, including Email-to-Case, omnichannel routing, and automated notifications, the client attained efficient case management, proactive communication, and standardized processes across their diverse portfolio companies. This achievement translated to heightened customer satisfaction, improved operational efficiency, data-informed insights for decision-making, and the capacity to pinpoint upselling opportunities. The solution's scalability, adaptability, and unwavering focus on continuous improvement nurtured a competitive advantage and a culture of excellence, strategically positioning the client for sustained growth and triumph in the dynamic SaaS industry.

UXtitle icon

Take a closer look at real-world screenshots of the Cordance Salesforce Service Cloud implementation and the results achieved through our solutions.

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