Service Cloud Consulting

Exceptional customer service experiences and better client relationships

Happier Customers with Salesforce Service Cloud Consulting

Customer service with cascading emails are a thing of the past. Our consultants can help your team leverage Salesforce Service Cloud in a way that streamlines all communications between you and your clients, in a way that makes the most sense for your business.

Implementation Specialties Our Process Integration Support

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Implementing Salesforce Service Cloud

Just because you’ve landed a sale, doesn’t mean the process is over. Salesforce Service Cloud is about retention. It’s about maintaining a positive relationship with your client. Our team is skilled in using Service Cloud functionality to access the full spectrum of your ongoing client relationships, streamlining workflows, and automating processes for a better experience for all.

Let’s Do This!

Salesforce Specialties

Field Service Lightning

Our team will help to enable your sales and field service teams to collaborate more efficiently and achieve better transparency of your customers’ journey.

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Salesforce Health Check

Our Salesforce consultants will check the health of your Salesforce systems to be sure you’re realizing your full ROI on the service and encourage better user adoption.

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Leverage More Power

Leverage the full power of Salesorce Service Cloud with Live Chat, OmniChannel, Entitlement Management and other advanced functions.

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Customer Communities

Leverage expert consultants with the knowledge, experience, and technical know-how to help you engage with your customers like never before.

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Our Process

Analysis

We work with you to understand your customer service processes and design a plan for your Service Cloud implementation.

Configure / Develop

With your process in mind we configure and setup Salesforce for your team. We configure you support processes from start to finish, entitlements, SLAs and any other needs that were identified to support you customer service team.

Integrate

Whether you need telephony integration or integration with a legacy or other system our team will configure and ensure that your systems are setup to work together to provide your team with a fully automated, efficient system.

Data Migration

We will move your old data from your legacy system to Salesforce so your team is ready to use Salesforce right away.

User Training

With the service cloud fully configured, integrated and ready for your customer service agents our team will ensure that your users are ready to leverage the power of Salesforce. We complete in-person or remote training with all of your users and work to support users after the system is live to ensure you achieve full user adoption on Salesforce.

Success

Customer service and client satisfaction are a key metric at SMBHD. We ask every client for feedback after every project.

Salesforce Integration

Achieve a true view of your customer. Our team can take your legacy systems and integrate them with Salesforce, so your team spends less time switching between platforms, and more time focused on core business. We’ll automate your data transfer using real-time integration or batch integration, making sure every input cell counts.

Integrate Salesforce!

Salesforce Support for an optimized user experience

Empower your team to provide the best possible customer service.

You’re licensed, and the software is implemented with the right customizations for your team, but what now? After implementation it’s important to stay motivated so that the positive effects trickle into your client experiences and throughout your organization.

SMBHD offers an hourly-based Support Model to provide ongoing assistance, enhancements, upgrades, training, or whatever else your organization needs to increase user adoption, and enable your team to be successful with Salesforce.

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Salesforce Support

Salesforce Sales Cloud

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