By continuing to use our website, you consent to the use of cookies. Please refer our cookie policy for more details.

Case Study

Integrating Khoros
Community With Salesforce
for Better Support & Reduced Licensing Costs

banner-right-img

Client Overview

Industry

Industry

Hi-Tech Services

Region

Region

United States

Company Size

Company Size

1k-5k Employees

Featured Solution

Featured Solution

Online Community and Support Integration

Context

The customer, a leading web-based solutions provider trusted by over 5,000 field service companies, offers cloud-based, end-to-end solutions for contractors. They relied on a community platform for customer support and engagement, but faced challenges with lengthy support delivery processes and escalating license costs. To overcome these issues, they decided to migrate to Khoros. After assessing their needs, we recommended integrating their community with their support platform to deliver more accessible and efficient customer support.

Business Challenges

The customer’s existing community was hosted on the Salesforce Experience Cloud. However, as their user base grew, they encountered significant challenges.

Escalating Salesforce Licensing Costs

With a growing customer base, licensing fees for Salesforce continued to rise, making it unsustainable.

Disjointed User Experience

Users were spread across both the community and support platforms, leading to a fragmented support experience.

Lengthy Support Delivery Process

The time-consuming support process created delays, highlighting the need for improvements to boost responsiveness and user satisfaction.

busines challange

Solutions

Online Community and Support Integration

Integrated Khoros with Salesforce to enable seamless, bi-directional data flow between the community and the support platform.

Custom Support Tab Creation

Added a “Support” tab to the community, allowing users to directly access technical assistance from the platform without needing to navigate to Salesforce.

Custom Forms Creation

Developed three custom support forms (Email, Phone, Live Chat) to increase user engagement and simplify the process of submitting support requests.

Custom Community Interaction Tracking

Introduced a custom object to capture users’ recent community interactions, such as knowledge base articles viewed, discussions engaged with, comments added, last login details, and more. This enables support reps to gain deeper insights into user behavior, allowing for more tailored and proactive assistance.

Suggestive Search Feature Implementation

Optimized self-service access by integrating a suggestive search feature, enabling users to quickly find relevant knowledge resources.

Business Outcome

1. Significant Reduction in Licensing Costs

Licensing costs for Salesforce were significantly reduced as users gained direct access to support through the Khoros community platform.

2. Improved Case Management

The online community-support platform integration, powered by KaseSync enabled streamlined case management, leading to faster resolutions.

3. Reduced Dependency on Direct Support

The suggestive search feature enhanced self-service capabilities, allowing users to quickly find solutions and reducing reliance on direct support.

4. Streamlined Support Operations

The integration eliminated manual work for the support team, improving operational efficiency and accelerating support delivery.

5. Ongoing Post-Deployment Support

Provided free post-deployment support for one year, ensuring the platform’s continued success and promptly addressing any technical issues.

Highlights

Highlight 1

Transparent Case Management

Highlight 2

Quick Case Resolution

Highlight 3

Advanced Suggestive Search

Highlight 4

Reduced Case Escalation

Conclusion

By integrating the Khoros community with Salesforce through KaseSync, the customer streamlined support, reduced licensing costs, and accelerated case resolution. Furthermore, the bi-directional real-time data sync optimized support processes, enhancing customer satisfaction and ensuring long-term success and growth.

Featured Resources

Ready to Streamline Your Support Operations and Reduce Costs With Kasesync?