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Case Study

Enhancing Customer Support
Efficiency by 37% With
Higher Logic Vanilla and
Salesforce Integration

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Client Overview

Industry

Industry

High-Tech Services

Region

Region

United States

Company Size

Company Size

5k-10k Employees

Featured Solution

Featured Solution

Community and Support Integration

Context

The customer is a leading business intelligence and data analytics software company that empowers organizations to make data-driven decisions. With its innovative technology, the customer enables users to easily access, analyze, and visualize complex data sets, gaining valuable insights and accelerating business growth. However, the customer struggled with their existing Salesforce & Higher Logic Vanilla community setup, facing functionality, customization, and communication limitations. These challenges led them to seek a customized solution from a reliable partner.

Business Challenges

The customer faced challenges with case management, effective support delivery, and low user engagement due to the disjointed setup of their Salesforce and Higher Logic Vanilla platforms.

Complex Case Creation & Limited Customization

The disconnect between the community and support platforms led to challenges in case creation and limited customization options, hindering the customer’s ability to efficiently manage support requests.

No Rich Text Editor & File Upload Size Restriction

The lack of a rich text editor and the 25 MB file upload size restriction hindered effective communication, affecting overall support quality.

Inability to Edit CC Users on Cases

The lack of flexibility to edit CC users on cases caused poor communication flow, limiting the ability to involve relevant stakeholders.

Duplicate Contacts

The customer also struggled with managing duplicate contacts, which affected the accuracy and efficiency of their customer interaction process.

Lack of Admin Panel for Configuration

The absence of an intuitive admin panel for configuration created challenges in managing settings independently, adding professional service costs.

Business

Solutions

Online Community and Support Integration

The integration of Salesforce and Higher Logic Vanilla enabled community users to create cases and add comments, while support reps could reply directly from the Salesforce platform. This streamlined communication and resolved duplicate contacts, enhancing overall efficiency.

Added the Ability to Edit Users Kept on CC

The customer can now easily manage and edit CC users on a case, improving communication and stakeholder engagement.

Integrated Rich Text Editor

The addition of a rich text editor allowed the support team to provide more comprehensive and formatted responses, ensuring clearer communication and boosting overall customer satisfaction.

Overcame the 25 MB Size Limitation on File Uploads & Attachments

The 25 MB file size limitation on file uploads and attachments was removed with KaseSync, which improved the ability to share larger files for troubleshooting and collaboration.

Superior Admin Panel Configuration

An easy-to-use admin panel was implemented, allowing the customer to configure settings and screens independently, eliminating the need for additional professional services.

Customized Partner Support

We provided tailored partner support through KaseSync to meet the specific needs of the customer for a flexible and efficient support system where partners can submit cases on behalf of their customers.

Business Outcome

1. Reduced Support License Costs

Salesforce licensing costs were reduced as users were able to access support directly through the Higher Logic Vanilla community platform.

2. Streamlined Case Management

The integration of online community and support platforms streamlined case management, boosting operational efficiency and enabling faster, more effective resolutions.

3. Propelled Support Productivity

By automating tasks and reducing manual effort, the support team was able to handle more cases in less time, thereby boosting productivity.

4. Enhanced Communication

The integration of RTE, removal of the 25 MB file upload limit, and the ability to edit CC users on cases greatly improved collaboration, leading to enhanced communication and higher customer satisfaction.

business outcome (2)

Highlights

Highlight 1

Streamlined Support
Operations

Highlight 2

Improved Communication &
Stakeholder Involvement

Highlight 3

Expanded File
Upload Capabilities

Highlight 4

Improved Case
Resolution Efficiency

Stats Highlights

37%
Increase in Customer
Support Productivity
42%
Improvement in Case
Resolution Rate

Conclusion

By integrating the Higher Logic Vanilla community with Salesforce through KaseSync, the customer established a more efficient and streamlined support system. This solution enhanced communication and simplified case management, while also reducing operational complexities. As a result, the company was able to provide faster resolutions, reduce license costs, and improve overall customer experience, putting itself on an upward trajectory of growth and long-term success.

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