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Case Study

Streamlining Customer Support and Amplifying Engagement With Higher Logic Vanilla-Salesforce Integration

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Client Overview

Industry

Industry

Hi-Tech Services

Region

Region

United States

Company Size

Company Size

5k-10k Employees

Featured Solution

Featured Solution

Online Community and Support Integration

Context

The customer is a B2B technology company that specializes in account-based orchestration. They provide an AI-powered platform equipped with end-to-end solutions for sales and marketing teams to identify and engage with potential customers. Recognized under Forbes Cloud 100 and Forbes AI 50, they are trusted by industry leaders. However, they faced challenges with their email-based customer support system, which limited case status tracking.

They also sought a community platform to enhance user engagement and gather feedback. After assessing their needs, we suggested them to set up a community on the Higher Logic Vanilla platform. However, they still encountered challenges with case management, as the interactions were fragmented across platforms. To overcome this, they wanted to implement a comprehensive case management solution integrated with the community platform.

Business Challenges

The company faced the challenge of delivering efficient customer support and boosting user engagement due to a gap between its support platform and online community.

Fragmented Systems

Users were scattered across their community and support platforms, making it difficult for both customers and support reps to manage and track cases.

Lack of Transparency

Customers struggled to access real-time updates on their case statuses, leading to dissatisfaction.

Inefficient Case Management

The email-based support system was not designed to efficiently categorize or prioritize cases, resulting in prolonged resolution periods.

Limited Engagement

End users struggled with engagement and providing feedback as the disjointed systems hindered seamless support and effective interaction.

bUSINESS CHALLANGE

Solutions

Online Community Setup

We suggested setting up a Higher Logic Vanilla online community to collect feedback, ideas, and suggestions for improving products and services.

Online Community Support Integration

We integrated their Higher Logic Vanilla community with Salesforce using KaseSync, enabling direct case creation from the community and improving support efficiency.

Case Categorization

We introduced categorization for cases by adding custom fields, allowing community users to specify whether their submission is a ‘support request’ (requiring immediate assistance) or a ‘feature request’ (for product improvements). This structured approach ensured more efficient case handling and prioritization.

Custom Workflow

A tailored workflow was implemented for each case type, which automatically routed support requests for priority assistance, while feature requests would go to the product team for evaluation. This automation streamlined case handling, reducing resolution time and ensuring cases reached the appropriate teams more quickly.

Real-Time Updates

Enabled real-time case status updates for both support teams and customers through bi-directional data sync. This ensured transparency and improved user satisfaction.

Business Outcome

1. Streamlined Support

The community-support platform integration streamlined support by eliminating the need to switch between platforms.

2. Increased Customer Engagement

Community users were able to easily raise support requests and track case statuses, leading to higher satisfaction levels and better engagement.

3. Improved Case Management

The categorization and custom workflows sped up case resolution time. With better prioritization for support and feature requests, case management improved drastically.

4. Enhanced Collaboration

The integration allowed support reps and community users to collaborate seamlessly. Furthermore, the real-time updates ensured transparency and more effective communication.

OUTCOME

Highlights

Highlight 1

Successful Community Setup for Improved User Engagement

Highlight 2

Better Customer Insights With Efficient Data Synchronization

Highlight 3

Enhanced Priority Support With Case Categorization

Highlight 4

Reduced Case Resolution Time With Custom Workflow

Conclusion

The integration of community-support platforms with KaseSync streamlined case management, enhanced engagement, and improved support efficiency. Real-time case status updates along with customizable workflows and case categorization made the job easier for the support team and improved the support experience for customers.

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