Financial Services
Email to Case Premium
Case Merge Premium
Case Flags
File Slayer

Moving support teams off email and into Service Cloud

A rural credit provider transitioned its support teams into Service Cloud and eliminated most of the manual work it had been doing over email.

Enterprise

Business problem

A large private lender to the rural economy ran its main support functions entirely over email.

Moving those teams onto Service Cloud was the goal, but the manual habits that email had created would have moved with them: duplicate handling, prioritization by inbox order, and administrative work on every message.

Solution

Case Merge Premium identifies and merges duplicate cases, and unmerges them if a merge was made in error.

Case Flags lets agents prioritize workload. File Slayer and Email to Case Premium automate much of the daily administrative work agents were doing by hand.

The support teams transitioned to Service Cloud smoothly and eliminated the majority of the manual work they had been doing over email.

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