CUSTOMER SUCCESS STORY 

Enhancing Customer Service with Salesforce Service Cloud

Download PDF
Customer Enrollment using Salesforce Service Cloud banner image

The client is a prominent home services company connecting homeowners with a network of skilled and vetted professionals, including plumbers, electricians, HVAC technicians, locksmiths, and more. With a strong commitment to delivering exceptional customer experiences, they offer a wide array of maintenance and repair services. Salesforce Service Cloud provides a wide range of features and tools that enable these businesses to effectively manage and resolve customer inquiries, issues, and cases.

Challenges

  • Automate the Onboarding process for new customers.
  • Identify cross-selling/up-selling opportunities with existing customers.
  • Determine and allocate partners for customers based on the Geo-location.
  • Unified view for customer details like products, services, payment methods and payment frequencies.

Solution

CRMIT implemented the following to achieve the above business objectives.

  • Implemented Salesforce Service Cloud to automate the Customer on-boarding processes to support more than 2000+ employees.
  • Configured validation rules and data checks to ensure data accuracy and completeness for Customer identification.
  • Real-time updates on the availability of Servicing Partner to streamline customer onboarding.
  • Integration with multiple payment gateway systems and offering flexible payment options.
  • Provided an intuitive user interface with clear instructions and error messages.
  • Created a flexible and scalable architecture that can accommodate different product offerings and pricing structures.

Benefits

  • Enhanced customer On-boarding experience with a simplified and user-friendly enrollment process.
  • Increased operational efficiency by around 11% with automated data validation and checks. 
  • Around 8% YoY rise in sales figures with flexible payment options and integration with payment gateway systems.

COMPANY

Home Services 

COUNTRY

USA

INDUSTRY

Utility Services

KNOW MORE

PRODUCTS OR SERVICES

Salesforce Service Cloud

Salesforce Integration Services

Salesforce Implementation Services

Managed Support Services










Incredible & invaluable team members. They were professional, hit deadlines, and was a joy to work with.

Chief Growth Officer








Customer Success Stories

From an idea to an unforgettable and measurable customer experience

View All
salesforce-managed-services-healthcare-insurance

Salesforce Managed Services reduced operating costs by 22% for leading healthcare insurance provider

flooring-manufacturer-salesforce-managed-services

Simplify B2B customer experience with Salesforce Managed Services (Global manufacturer of commercial flooring)

Drives productivity workflow integrated suite salesforce instance

Built a resilient Salesforce instance
that drives productivity and a seamless
workflow

Expertise
matched with
customer success

1500+

Successful Customers

Engagements

4.9/5

AppExchange

CSAT

600+

Salesforce

Certifications

20+

Years Of 

Customer Success

Customer Satisfication

Managed Services
Consulting Partner (Global)
in
Customer Satisfaction

Experties

Managed Services
Consulting Partner (Global)
in
Expertise

Number of Projects

Managed Services
Consulting Partner (Global)
in
Number of Projects

Credentialed People

Managed Services
Consulting Partner (Global)
in
Credentialed People

* Partners with Salesforce Practice Size 200 and above. Ranking are as of November 2023. Please refer to find partners.salesforce.com for current rankings