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Integrating Vanilla Community
With Salesforce Service Cloud

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Transforming Your Support
Processes With Vanilla –
Salesforce Integration

Improve your business operations by overcoming the challenges of manual data processing with Vanilla-Salesforce integration. This integration eliminates data silos and enables businesses to gain a more comprehensive view of their customers. The benefits of this integration go beyond enhancing customer experience; it also provides a centralized system for data and reporting, resulting in higher productivity and ROI for your business.

With Vanilla-Salesforce integration, you can –

  • Eliminate errors and data discrepancies through automatic data syncing
  • Enhance customer satisfaction (CSAT) with prompt service delivery
  • Deliver tailored support interactions with support history monitoring
Transforming Your Support Processes

Collaboration Roadmap: Before and After
Vanilla-Salesforce Integration

Before Vanilla-Salesforce Integration
  • Unclear user activities
  • Salesforce license cost for accommodating users
  • Dispersed data on several platforms
  • Inconvenient support processes
After Vanilla-Salesforce Integration
  • Transparent user activity mapping
  • Elimination of user licensing cost
  • Centralized user data system
  • Streamlined support processes

Supercharge Your Support Processes With
Seamless Vanilla-Salesforce Integration

Automatic Post-to-Case Escalation for Responsive Support

Automatic Post-to-Case Escalation for Responsive Support

Higher volume of posts in your community can make it difficult for your staff to keep track and be 100% responsive. Ensure no post or query goes unanswered by centralizing all queries. With KaseSync case connector in place, enable automatic escalation of unanswered posts to cases after a defined time interval. The seamless data sync between platforms will improve the response rate by creating coordination between community members and service experts.

Federated Search for Improved Case Deflection

Federated Search for Improved Case Deflection

Delivering the right knowledge resources to the appropriate customers can be challenging, particularly when the information is scattered across multiple platforms. Ensure that your customers have easy access to relevant resources with KaseSync’s federated search option on your case creation form. This feature captures the prominent keywords from your members’ queries during case creation and retrieves the relevant resources even before they reach the ‘case creation’ stage. This capability deflects cases and improves self-service efficiency in your Vanilla community.

360-Degree View for Efficient Case Management

360-Degree View for Efficient Case Management

Ensuring a seamless customer experience can become challenging when multiple channels are involved. That’s why gaining a holistic view of cases and sending relevant updates on a single screen is crucial. This approach allows customer support representatives to provide proactive, responsive customer service. With KaseSync’s bi-directional data flow in place, both customers and reps can access real-time updates on both Vanilla and Salesforce platforms. Consequently, brands can promote quick and transparent case management, leading to faster query resolution and higher customer satisfaction rates.

Rich Text Editor for Better Comment Management

Rich Text Editor for Better Issue Clarity

Lack of clarity in the cases created by the community members can increase unnecessary back-and-forth communication. With RTE or Rich Text Editor in place, users can format text and add multimedia elements including images, videos, etc. KaseSync offers RTE that can greatly impact the context clarity of the issues raised, helping support reps to provide faster ad better resolution. Overall, RTE enhances the quality and effectiveness of case creation forms by enabling community members to provide more detailed and accurate information.

Effective CCed Case Management for Efficient Collaboration

Effective CCed Case Management for Efficient Collaboration

What happens when multiple community members experience the same issue? Do you expect each one to raise their concerns individually to reach a solution? This approach seems inconvenient and impractical. That’s where KaseSync works its magic. It ensures that every concerned party is kept in the loop through CCed case management, resulting in effective resolution. As a result, community members witness quality communication and eliminate the need for manual communication with each concerned user.

Multi-Lingual Case Portal for Transparent Communication

Multi-Lingual Case Portal for Transparent Communication

Language barriers can hamper communication, especially when catering to a global audience. To maintain smooth and transparent communication, it is vital for brands to enable their customers to submit and view cases in their native language. That’s why a multi-lingual case portal is more important than most brands realize. It enhances communication transparency and promotes a more inclusive and accessible support process.

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Vanilla-Supported CRM Platforms

MS-Dynamics
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vanilla-zendesk
vanilla-CRM-Platforms
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Related Resources

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Blog Post

Integrate Your Vanilla-Community With Salesforce to Deliver Seamless, Efficient Support

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Datasheet

Empowering Support Operations and Enhancing Efficiency With Vanilla-Salesforce Integration

Read More

 

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About Us

  • KaseSync is an innovative product utility by Grazitti Interactive. Since its inception in 2008, Grazitti has helped global enterprises digitally grow in verticals like marketing, sales, and support. Its array of products and services has helped 1000+ customers, including several Fortune 500 companies, establish their digital presence, automate marketing and sales, and streamline support.

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    • *Salesforce, Service Cloud, Sales Cloud, Salesforce Communities, and others are trademark to salesforce.com, inc. and are used here with permission.

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