Guidance and support for customer-led Sales and Service Cloud implementations.
Syndi Co / APM Help provides bookkeeping, consulting and financial services to Property Management companies.
Salesforce Products
Specializations
Sales Process
Sales Lightning Deployment
Service Console Case Mgmt.
Service Automation & Guidance
Computer phone Integration
Service Lightning Deployment
CHALLENGES
Syndi Co is a brand new Salesforce customer and desired to consolidate disconnected processes and systems into a single process automation tool. Syndi Co deals with a high volume of support requests via email and needed an efficient way to solve and manage their case workload.
SOLUTIONS
Syndi Co’s team worked to set up their Lead and Opportunity process, including a service catalog that can be added to Opportunities as products. For case management, the team set up email to case and auto case assignment. The Service console was configured to meet their business needs, and custom automation was built to automate the case status when comments or emails were sent or received.
RESULTS
Syndi Co is successfully capturing leads and sales opportunities and effectively transitioned their Support processes into Service Cloud. Their visibility into issues and effectiveness at solving them has added value to their business.