Omni-Channel Routing in Salesforce Service Cloud: Improve First Contact Resolution
Introduction The phrase “Please hold while I transfer you” has become every customer’s nightmare. Each transfer increases frustration and decreases loyalty. According to Salesforce research, 89% of customers are more likely to make another purchase after a positive support experience. But achieving that requires ensuring the right agent handles the issue on the first try. […]
Top 7 Features of Salesforce Service Cloud Every Customer Service Team Should Use
Introduction The digital age has transformed customer expectations. Customers no longer compare you only with your competitors—they compare you with every seamless experience they’ve had, from e-commerce giants to streaming platforms. They expect: Fast response times Personalized interactions Consistent service across channels For businesses, this means traditional support systems are no longer enough. Enter […]
Real-Time Data Sync Between Salesforce Service Cloud and Field Apps (Dashpivot, Procore, PlanGrid)
Introduction For many enterprises, data silos between Salesforce Service Cloud and field apps cause delays, errors, and frustrated customers. Imagine this: A case logged in Salesforce takes hours to appear in a field app. A site supervisor updates a checklist, but the service team sees it next day. Customers wait for updates because data isn’t […]
Salesforce + Dashpivot vs Procore vs PlanGrid: Which Integration Works Best for Field Teams?
Introduction When it comes to managing projects and field operations, Dashpivot, Procore, and PlanGrid are among the most widely adopted platforms. At the same time, Salesforce remains the system of record for customer service, work orders, and contracts. The question for many enterprises is: “Which integration is the best fit for our Salesforce environment?” At […]
Case Study: How Perigeon Integrated Salesforce Service Cloud with Dashpivot to Boost Field Efficiency by 40%
Introduction One of our clients, a mid-sized construction services company, faced a common challenge: their customer service teams used Salesforce Service Cloud, while site teams relied on Dashpivot for checklists and reporting. The disconnect created: Delayed updates from field to office Repeated manual data entry Customer complaints due to lack of real-time visibility Perigeon […]
A Step-by-Step Guide to Salesforce Field Service & Service Cloud Integration
Introduction For many organizations, customer service and field service operations run on separate tracks. Service Cloud agents log cases, while Field Service teams manage scheduling and work orders. When disconnected, this creates: Delays in dispatching technicians Lack of visibility for customer support teams Frustrated customers who repeat information The solution? Integrating Salesforce Service Cloud […]
