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SaurabhSingh4 - PeerSpot reviewer
Data Analyst at Wespath Benefits and Investments
Real User
Top 5Leaderboard
Service Console for agents provides essential information for efficient case resolution and employs machine learning algorithms to retrieve relevant information for issue resolution
Pros and Cons
  • "Salesforce Service Cloud offers several notable features. It includes robust case routing, escalation capabilities, entitlement mapping, and entanglement rules. Additionally, it supports Computer Telephone Integration (CTI), which allows for automatic case generation when a call is made to a designated number."
  • "One minor drawback is that its implementation requires some preparation. It's not something you can implement instantly; it takes time. The only issue I've encountered is that you need to ensure the implementation is done properly, which can be time-consuming. So, it requires some time and attention."

What is our primary use case?

Our customers have different use cases. One company in the B2B sector specializes in HVAC and EC systems. They utilize Service Cloud to address customer requests, such as warranty-related issues. Customers can interact with Service Cloud to generate cases for their problems, and the entire case management process takes place within the platform.

Another scenario involves banking customers who use Salesforce Service Cloud. They leverage it for various purposes, including handling inquiries related to loan applications or service requests to enhance their overall customer service.

Lastly, insurance providers also find value in Salesforce Service Cloud. When a customer is onboarded, they can use the platform to raise questions or seek resolutions regarding policy entitlements or other related matters. These are some of the primary use cases.

What is most valuable?

Service Cloud offers almost all the features that service professionals and teams need. It's rich in features.

Salesforce Service Cloud offers several notable features. It includes robust case routing, escalation capabilities, entitlement mapping, and entanglement rules. Additionally, it supports Computer Telephone Integration (CTI), which allows for automatic case generation when a call is made to a designated number.

Furthermore, it offers the flexibility to generate cases through various mediums like Twitter, Facebook, and email, catering to your customer's preferred communication method. Once a ticket is generated, you can categorize it automatically, leveraging hands-on discovery if you have the appropriate license or manually categorize it. To route the case to the correct agent, you can utilize both hands-on discovery and custom algorithms or coding tailored to your department's needs.

To help all these agents, the  solution provides service console for agents, which displays all pertinent information required to resolve the case efficiently. Notably, we've introduced a new feature—soft phone integration, where agents can receive calls using Computer Telephone Integration (CTA) or make outbound calls to customers.

Furthermore, Service Cloud includes a knowledge recommendation feature. If an agent encounters a customized issue or case and is seeking a resolution provided by another agent, they can access the knowledge management system, which employs machine learning algorithms to retrieve relevant information. These are some of the key functionalities of Salesforce Service Cloud.

What needs improvement?

One minor drawback is that its implementation requires some preparation. It's not something you can implement instantly; it takes time.

The only issue I've encountered is that you need to ensure the implementation is done properly, which can be time-consuming. So, it requires some time and attention.

For how long have I used the solution?

I've worked extensively with it for two to three months, gaining valuable experience during that time.

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What do I think about the stability of the solution?

There have been no reported issues on the stability front. It is a highly stable solution.

What do I think about the scalability of the solution?

It is a highly scalable solution. We primarily have enterprise clients.

How was the initial setup?

There's no installation required as everything is on the cloud. Salesforce has been a cloud-based company since 1999.

It's just complex when you're trying to customize it. However, for the end-users, it remains user-friendly. Customization processes and internal aspects have become more intricate. So, it's challenging for those involved in customization but not for the end-users. 

It is difficult to implement it. It requires a certain learning curve to implement it. 

What's my experience with pricing, setup cost, and licensing?

Salesforce is not a cheap product. It can be expensive. When you purchase a Salesforce platform license, it includes sales, service, and platform licenses all together. While it's cloud-based, there are additional costs. It may seem costly, and sometimes clients opt for alternative providers. However, if it's not bundled, other vendors like Duo or Gen might be considered for their service requests.

What other advice do I have?

Overall, I would rate the solution a nine out of ten. The advice I'd offer is applicable to any platform, not just Salesforce. Prospective users should conduct thorough research and have a clear understanding of their expectations and desired features before implementing the product. 

It's essential to be clear about what they want to achieve with the system. For instance, if they plan to handle customer requests, they should have a well-defined process in mind. The key is to make the most of Salesforce's features to maximize the benefits, rather than using it solely as a record-keeping system.

The complexity arises because Salesforce has grown significantly as a platform, and this complexity applies to all its offerings.

Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
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FabioDoro - PeerSpot reviewer
Sales Manager at Kinyit
Real User
Top 10
Provides good visibility but needs to improve on the reporting side
Pros and Cons
  • "In terms of visibility to my boss and the team, it does help a lot."
  • "It is kind of a struggle to get a report that shows something you want it to show."

What is our primary use case?

I handle just the end users, so I get everything done, starting with meetings, emails, and everything else using contacts.

How has it helped my organization?

My boss gets a good view because now I can share everything with him at work, specifically since he can see everything that I do currently. As a whole, I don't think it changed much in my life, to be honest with you. When you are considering the visibility and all the team working together, I can say that it helps a lot.

What is most valuable?

I don't think I mostly use the tool. I control the tool to use opportunities and get details to send emails. In my mind, I don't really like the tool, to be honest, since it doesn't help me much. I can do everything I do in Salesforce Service Cloud elsewhere at a cheaper rate. In terms of visibility to my boss and the team, it does help a lot. Everyone can see what you are doing. I mostly use it for logging in, calls, meetings, and everything else while making sure we have everything filled up so that everyone can track what we are doing with a customer.

What needs improvement?

I have seen that I could benefit a lot from the tool if it was more flexible in creating and dealing with reports. It is kind of a struggle to get a report that shows something you want it to show. At the end of the day, the reporting part is very poor. There is a lot of ground to improve in the area of reporting. I know there are several other different levels of the tool's usage. The reporting part is quite poor. Everything I want to see on how I did something is hard. It is also hard to extract data and create a report outside. It helps a lot but is hard to handle once the data is in it. The struggle to get the data out of the tool or even to use it the way you want can be difficult. You have to use the data in the way Salesforce wants you to use it, and so you have very little flexibility.

For how long have I used the solution?

I have been using Salesforce Service Cloud for three to four years. I am the solution's customer.

What do I think about the stability of the solution?

It is a pretty stable solution.

What do I think about the scalability of the solution?

It is a scalable solution. Scalability-wise, the tool was transparent for me. It worked seamlessly. I don't have to bother with any of the scalability parts in the tool, so it was great for me.

How are customer service and support?

My company's IT team contacts the product's support team.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

I don't recall the names of the products I have used since I used many of them around twenty years ago.

Compared to the other products in the market, when it comes to Salesforce Service Cloud, you don't have to be bothered about anything since, in the tool, everything is done behind the scenes, and it basically involves a plug-and-play process, making it easy to use. I would say it is hard to customize. Comparing overall expectations, I feel it should be easier to build reports in Salesforce Service Cloud. Overall, it is a great tool compared to what you get in the market since you don't have to be bugged with anything behind the scenes.

How was the initial setup?

I didn't take part in the initial setup. I just received my account, and it was ready to use.

What about the implementation team?

Our company's local team managed the product's deployment phase.

What was our ROI?

Supposedly, the tool is worth one person working a month at an average level. It should cover the benefits, considering the amount of money one pays for it. I think it offers huge benefits. For every dollar I put in the tool, I don't get to save ten dollars, and it is probably one and a half dollars. You can get a fifty percent return on investment.

Which other solutions did I evaluate?

Currently, I would not prefer to work with the products offered by other vendors because doing so would impact our infrastructure. Migrating to another tool would have a big impact on our company.

What other advice do I have?

I have personally not used any automation functions within the tool to enhance our company's service delivery. Someone on our team does the automation part for us.

I would recommend the product to others since it is an overall good tool. It is easy to use, and anyone can log in from anywhere.

As a user, I rate the tool a seven to eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Salesforce Service Cloud
October 2024
Learn what your peers think about Salesforce Service Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
815,854 professionals have used our research since 2012.
reviewer2300994 - PeerSpot reviewer
Functional Manager at a consultancy with 1-10 employees
Real User
Top 5
Provides customers with end-to-end visibility from inquiry to delivery
Pros and Cons
  • "With Salesforce Service Cloud, customers can have end-to-end visibility from inquiry to delivery."
  • "The solution's integration with the main ERP is a little cumbersome."

What is most valuable?

With Salesforce Service Cloud, customers can have end-to-end visibility from inquiry to delivery. They can also know whether our inventory is available.

What needs improvement?

The solution's integration with the main ERP is a little cumbersome. We need to spend a lot of time developing the interface. Salesforce needs to come up with some solutions that small companies can also afford.

For how long have I used the solution?

I have been using Salesforce Service Cloud for eight months.

What do I think about the stability of the solution?

I rate the solution’s stability a nine out of ten.

What do I think about the scalability of the solution?

Our clients for Salesforce Service Cloud are usually enterprise businesses.

I rate the solution a nine out of ten for scalability.

How are customer service and support?

Sometimes, the technical support team takes time to respond to our queries.

How would you rate customer service and support?

Neutral

How was the initial setup?

The solution's deployment takes around two to three months for our business. However, it is a ready-made solution that you can implement in a month.

On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup a six out of ten.

What was our ROI?

We have seen a return on investment in terms of cost savings, operational efficiency, and time savings with the solution.

What's my experience with pricing, setup cost, and licensing?

Only enterprise businesses can afford the solution, and small companies cannot afford it.

On a scale from one to ten, where one is cheap and ten is expensive, I rate the solution's pricing an eight out of ten.

What other advice do I have?

Overall, I rate the solution ten out of ten.

Which deployment model are you using for this solution?

Hybrid Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Implementer
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Aravind Sridharan - PeerSpot reviewer
Head of Data, Analytics, and Applications at FTC Solar, Inc
Real User
Top 10
An easy-to-deploy solution that can be used for lead management and opportunity management, but it is too expensive
Pros and Cons
  • "We use Salesforce Service Cloud for lead management and opportunity management."
  • "The pricing for what Salesforce Service Cloud offers is not great."

What is most valuable?

We use Salesforce Service Cloud for lead management and opportunity management.

What needs improvement?

The pricing for what Salesforce Service Cloud offers is not great.

For how long have I used the solution?

I have used Salesforce Service Cloud for a few years.

What do I think about the scalability of the solution?

Around 70 users are using Salesforce Service Cloud in our organization.

How are customer service and support?

The solution's technical support team resolved our issues reasonably fast.

Which solution did I use previously and why did I switch?

We previously used Oracle Fusion.

How was the initial setup?

Salesforce Service Cloud’s initial setup is straightforward.

What about the implementation team?

The solution's deployment took a few weeks. We implemented the solution through a consultant. A small team was involved in the solution's deployment, and it was relatively easy to deploy.

What's my experience with pricing, setup cost, and licensing?

We pay a yearly licensing fee for Salesforce Service Cloud, which is expensive.

What other advice do I have?

I am using the latest version of Salesforce Service Cloud.

Overall, I rate Salesforce Service Cloud a six out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Vinicius Borges - PeerSpot reviewer
IT Project Management at a energy/utilities company with 11-50 employees
Real User
Top 5
Used for CRM (customer relationship management) cases and general sales cases
Pros and Cons
  • "We used Salesforce Service Cloud for CRM (customer relationship management) cases and general sales cases."
  • "The solution could continue improving its artificial intelligence capabilities."

What is most valuable?

We used Salesforce Service Cloud for CRM (customer relationship management) cases and general sales cases. Salesforce is making good deliveries of Einstein products, which is the artificial intelligence of Salesforce.

What needs improvement?

The solution could continue improving its artificial intelligence capabilities.

How was the initial setup?

Around 20 people were involved in the solution's deployment.

What's my experience with pricing, setup cost, and licensing?

Salesforce Service Cloud is a bit expensive.

What other advice do I have?

I would recommend the solution to other users.

Overall, I rate the solution a nine out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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reviewer2250960 - PeerSpot reviewer
Company Owner at a consultancy with self employed
Real User
Stable, customizable web-running solution and allows for the seamless implementation of any desired features
Pros and Cons
  • "It's a cloud tool, so it is easy to set up."
  • "There is room for improvement in pricing."

What is our primary use case?

The strongest use case has been warranty and warranty case management, as well as some repair services.

What is most valuable?

The reason why most businesses are so happy about Salesforce Service Cloud is that it covers all the bases for the product. 

It is very customizable, which is great for IT, but for the best part, they love it because they can get any of the features implemented. 

So, this is a general advantage of cloud systems: that you have good performance, ease of use, and a customizable system.

What needs improvement?

There is room for improvement in pricing.

For how long have I used the solution?

I have plenty of experience using this product. I have historically worked with Salesforce. So, I have been with Salesforce since 2017. 

What do I think about the stability of the solution?

It is very stable. That's one of the advantages. It is what you pay for. You pay a fortune for Salesforce products. It's a web-running stable solution that we can customize, but it's also very expensive.

What do I think about the scalability of the solution?

It is a very scalable solution. We work with medium-sized businesses.

How are customer service and support?

If you have paid for the service report and hotline and everything, then you have an excellent report for the support. It's a matter of the assurance agreement. 

I have never experienced bad support if you're paid for it. 

So, generally, it's a good service. If you're buying a premium product, you can buy premium support. You also get it premium.

How would you rate customer service and support?

Positive

How was the initial setup?

It's a cloud tool, so it is easy to set up.

Moreover, if you have a tool that requires some data load maintenance is required. Generally, Salesforce is very easy to work with.

What's my experience with pricing, setup cost, and licensing?

The price is too expensive.

What other advice do I have?

Overal, I would rate the solution an eight out of ten. 

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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it_user379731 - PeerSpot reviewer
Senior Consultant at a tech services company with 10,001+ employees
Real User
The workforce management could use improvement as my client wasn't happy with the scheduling engine. The OOTB skills functionality is the most valuable feature for us.

Valuable Features:

The OOTB skills functionality is the most valuable feature for us.

Improvements to My Organization:

It has streamlined workforce management, scheduling, etc. for the company's current business case. More specifically, I can only speak for my clients, but their call centers have dramatically improved from their legacy system to the new Service Cloud console. I know in the past year, we've seen substantial ROI in major healthcare companies.

Room for Improvement:

The workforce management could use improvement as my client wasn't happy with the scheduling engine. The workforce management, particularly a third-party vendor, we didn't have much success with. They had never done an integration with Salesforce and we we're working specifically with another third party just to implement their field services organization.

Use of Solution:

I've used it on my current project for three months.

Deployment Issues:

Deployment was not an issue. The product wasn't the issue, it was more so the implementation as a whole.

Stability Issues:

There were no issues with the stability.

Scalability Issues:

There has been no issues with the scalability.

Other Advice:

The issues, as with every implementation, is the change in the nature of the beast. We have clients that have been on a legacy system for 10-15 years and they are not ready for change. They also think their system is the most efficient "machine" on the market. So the change in culture has to be the most substantial bottleneck. Then you are in the growing pains stage, where your client absorbs this system, but they decide to take automation to a whole new level, like automatically fax from a computer with WiFi. The asks are endless, which is understandable because at this point, they appreciate the system, but they don't understand the limits. 

Disclosure: My company has a business relationship with this vendor other than being a customer: We're partners.
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Key Account Manager - Cloud Technology at Gigamon
Real User
Top 10
An easy-to-use and scalable solution that can be used for CRM
Pros and Cons
  • "The most valuable feature of Salesforce Service Cloud is its ease of use."
  • "Salesforce Service Cloud's report functionality could be improved."

What is our primary use case?

We use Salesforce Service Cloud for CRM.

What is most valuable?

The most valuable feature of Salesforce Service Cloud is its ease of use.

What needs improvement?

Salesforce Service Cloud's report functionality could be improved.

For how long have I used the solution?

I have been using Salesforce Service Cloud for ten years.

What do I think about the stability of the solution?

I rate Salesforce Service Cloud a seven out of ten for stability.

What do I think about the scalability of the solution?

About 2,000 users, including salespeople, operations, and executives, are using Salesforce Service Cloud in our organization daily.

I rate Salesforce Service Cloud ten out of ten for scalability.

Which solution did I use previously and why did I switch?

I previously used Oracle Sales Cloud.

How was the initial setup?

I rate Salesforce Service Cloud an eight out of ten for the ease of its initial setup.

What about the implementation team?

We implemented Salesforce Service Cloud through an in-house team.

What other advice do I have?

I am using the latest version of Salesforce Service Cloud.

Salesforce Service Cloud is deployed on-cloud in our organization. I would recommend Salesforce Service Cloud to other users.

Overall, I rate Salesforce Service Cloud an eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Buyer's Guide
Download our free Salesforce Service Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: October 2024
Buyer's Guide
Download our free Salesforce Service Cloud Report and get advice and tips from experienced pros sharing their opinions.