Frequently Asked Questions

Salesforce Service Cloud best supports businesses that sell products and/or services. It is a customer service and support platform that is fully customisable so it can help your business deliver a smarter service with a 360-degree view of every customer. Whether by phone, chat, web or email, Service Cloud customer support software enables agents and customers to connect and resolve customer problems quickly and efficiently.

A self-service community is a customer portal that allows you to empower your customers to help themselves. The platform allows your company to showcase knowledge and offer case management to customers. The self-service community helps support your business as it frees up time to allow your agents to focus on solving the most complex issues.

Salesforce Service Cloud is a customer relationship management (CRM) platform with integrated customer service and support which can be tailored to your business. It allows users to automate service processes, streamline workflows and find key articles, topics and experts to support the agent.

No matter the size of your business, the features of Service Cloud can support you. Salesforce currently has over 150,000 customers, many of which are small businesses.

Salesforce Service Cloud ensures your customer service is frictionless. By providing the necessary tools in one place to deliver an outstanding customer experience, Service Cloud enables your customer service team to work faster and more productively, which improves customer satisfaction and reduces costs.

Salesforce Sales Cloud can help your business grow and develop by supporting your business with artificial intelligence to: get more leads, close more deals, accelerate productivity and make more insightful decisions.

Salesforce Sales Cloud is a fully customisable product that brings all your customer information together in an integrated platform that incorporates marketing, lead generation, sales, personalised customer service and business analytics. Sales Cloud Einstein’s artificial intelligence is built into every aspect of the sales process, giving your team the instant data and insights they need to close deals.

Sales Cloud is a software-as-a-service model (SaaS), so the software scales easily to accommodate every business size, from sole proprietorships to global enterprises. If your business requires processes to be automated to help you grow accounts faster, find new customers faster and closes deals faster – Sales Cloud can help support.

Salesforce Sales Cloud lets you efficiently unify different principal functions of your business so you can achieve more leads, close more deals, accelerate your workforce productivity, along with being able to make more informed and insightful decisions.

Sales Cloud is helpful for companies who are focused on leads, opportunities and sales whereas Service Cloud supports companies that sell services and products. However, there is some overlap between the two as data from both platforms can support with service and sales.

Field Service Lightning is an innovative field service management tool that allows you to manage work orders, scheduling and your entire mobile workforce. Create records for each of your field service operators with details about their skills, location and availability so the appropriate agent is dispatched to the job in hand. The smart system can also track the location of inventory, vehicles and locations as well as create maintenance plans and send out reports to customers.

Salesforce Field Service Lightning is a highly powerful and customisable software that has a set of features that can help your business set up a mobile friendly field service hub. This helps your firm’s customer service team provide technical support to customers and acts as a communication channel between them both.

Field Service Lightning pricing depends on the package required for your business. There are affordable options for contractors, mobile employees and dispatchers, giving you just what you need to complete your jobs. For a business looking to combine mobile employee and dispatcher packages, Field Service Lightning Plus gives you everything you need. Each package is available in Enterprise and Unlimited editions.

Field Service Lightning has three main sections that work together to give you a complete Field Service Management solution. These include core field service lightning features, scheduling and optimisation from a managed package, along with a mobile app for your mobile workforce.

Pardot is a powerful standalone B2B marketing automation tool. When integrated with the Salesforce platform, marketers can automatically create and assign qualified new leads and make tracked prospect activities visible to the sales team.

Marketing automation refers to the software that automates marketing and engagement to help generate leads, close deals and measure your marketing success. B2B companies can engage and reach potential clients in various ways, including: emails, social media, lead nurturing, inbound marketing, digital advertising, landing pages and forms.

Pardot provides a full solution that helps B2B marketers create meaningful connections that can help generate more sales and close more deals. Pardot will generate a better ROI, revenue and results for your business.

With Pardot and Salesforce reporting, marketers can track the success of their campaigns, measure audience engagement and understand the impact of the emails that are sent out. B2B Marketing Analytics will organise and analyse data across all sales and marketing, allowing you to make informed data-driven decisions in your sales.

Patient management software incorporates a 1-to-1 patient journey throughout a facility. Whether it is a hospital or a smaller healthcare clinic – the software is used to acquire medical information from a medical device to be used to make informed decisions for the treatment or diagnosis of a patient.

Salesforce Health Cloud can help care providers create and manage content and make it available to other healthcare professionals. It can help provide stronger 1-to-1 relationships that can help providers connect with their patients anywhere on any device, helping to make smarter decisions.

It is important that data is backed up for medical professionals as it is essential for any healthcare organisation strategy. Backup data is stored securely in the cloud.

With Health Cloud integrated with Salesforce, a patient’s care history is brought together with social determinants to help improve wellness and outcomes. Integration with Field Service Lightning allows collaboration between in-home care teams and caregivers on a mobile platform. Marketing cloud integration enables more personalised patient content to improve digital engagement.

Community Cloud is an online social platform that enables companies to connect customers, partners and employees with each other and records the work that needs to be completed. Businesses can streamline key processes and extend them across multiple offices and departments along with reaching outwards to their customers and partners. This ensures everyone in the business ecosystem can service customers more effectively, close deals faster and get work done in real time.

Community Cloud is a public cloud environment built on the trusted Salesforce platform which has set levels of security, privacy and regulatory compliance of a private cloud. It provides the highest level of security and control, from user and client authentication through to administrative permissions to the data access and sharing model.

There are many options for using Community Cloud on a mobile device. Community templates are secure, reliable, scalable and optimised for mobile, to provide a rich experience that can be viewed on any device.

Companies of any size can use the Community Cloud to create seamless, branded community experiences quickly and easily.