Why it is a winning move.

In the good ol days of mom-and-pop shops, being a loyal customer, implied building relationships.

You’d think that in the era of massive department stores (like Walmart) and omnipresent online outlets (like Amazon), that human touch is lost. That is not the case with Salesforce. In one place, business owners can find customer information and historical data; while customers can find articles about products or solutions. Whether you are a small business or a big corporation, take the full advantage of having all the customer information you need a mere click away.

How does it do that? Here’s a sneak-peek:

Underneath the user interface, “Einstein” (Salesforce AI) using machine learning, makes intelligent recommendations. It provides a list of suggested actions for every business process. Providing guidance through every step, delivering a seamless experience for agents and customers. Repetitive actions can be simplified by using Macros and process automation, like tasks and triggers. And easily keep a bird’s eye view on interactions and productivity with reports and dashboards.

That’s all nice and neat… but where’s the human touch?

I’m glad you asked!

Salesforce integrates a variety of ways to interact with customers. From a knowledge base to live chat, where the customer can chat with a real person who can, at a glance, have all of the customer’s information available in order to better assist with the task at hand. And if that wasn’t enough, customers can contact with whichever messaging channel they prefer and even video-calls.

These tools are available both ways. If your business has field agents, they too can benefit from the same range of connectivity options. So they can be more proficient, proactive and provide better customer service.

Whatever your field may be, Salesforce has the right tools to all your automation needs. The answer is always Yes.