The most powerful solution for managing duplicate cases in Salesforce. 100% native. Highly configurable.
Duplicate cases are known to wreak havoc. When there are multiple cases for the same issue, agents waste time trying to find the information they need to help the customer.
Give your customer service team a better experience in Salesforce. They deserve it. Your customers deserve it.
No more duplicates, no more headaches.
At a glance, agents can quickly see if there are duplicate cases in Salesforce. There's a noticeable indicator on the case to let agents know there are duplicates. You'll never have multiple agents unintentionally working the same issue again.
Team leaders and authorized users get an org-wide view of duplicates from one single place with the Duplicate Case Utility Bar component. Save time by quickly resolving or dismissing duplicates.
If needed, quickly unmerge cases with a click of a button.
If you're wondering how to merge cases in Salesforce, it's as easy as 1-2-3 with Case Merge Premium:
In just a few steps, your agents can consolidate information into a single case, which gives them a single thread of communication. No more headaches.
Without user intervention, Automerge does the work for you. Save your support team’s time and make them more efficient while they focus on what actually matters.
With four modes to choose from, Automerge is highly customizable. Choose when Automerge should run and how the merge should be performed.
Configure strict and unique Automerge duplicate criteria to automatically merge cases with high confidence of being duplicates. Analyze criteria performance to see how well it’s working and take suggested criteria into consideration.
Salesforce admins and authorized users have a lot of options when it comes to controlling how the app works.
No one likes to wait for problems to get fixed. Our R&D team has a track record of fixing bugs quickly, so in the rare event you do encounter a bug, you can rely on us to prioritize and resolve the issue. This is one of many benefits of a turnkey AppExchange app from a vendor you can trust. Our current bugfix time-to-resolution for Case Merge Premium is just 9.59 hours. (How does that compare to your other vendors or internal resources?)
"Love Case Merge Premium"
Case Merge Premium has been so helpful for my org. We use it on a daily basis and couldn't live without it. Has really helped with org user adoption and has helped everyone stay on top of their cases.
"Very helpful app"
We frequently have long email chains for some of our email correspondence and this App has been a huge convenience for us.
"This is EVERYTHING we were looking for in a case merge application"
Given the amount of time it took to manage duplicate cases manually, the cost of this app pays for itself very quickly. Very important to note is that it also merges data from custom objects that reside under the cases. We created a case timer and RMA objects, those too are merged from the child to parent. STRONGLY RECOMMEND.
"Critical to Customer Success"
Thanks to this tool we can better manage our cases with our customers especially at critical junctures where multiple team members need to work together handling multiple entries under the same case.
The App is easy to use and to set up. A very helpful tool which supports our users in their daily business. In addition Vicasso is providing a great support!
Talk with a specialist about the advantages of Case Merge Premium, and see it live in action.
14-day free trial.
$18/user/month with Automerge
$2,160 contract minimum includes 15 users
Volume discounts available
Guided Setup $2,350/org/one-time payment