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 […]
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 […]
Salesforce Service Cloud + Service CPQ Integration: The Complete Playbook
Introduction For many service-driven businesses, support and quoting processes don’t always talk to each other. Service agents manage cases in Salesforce Service Cloud, while quoting teams work separately in Service CPQ. This disconnect often leads to: Inaccurate or delayed service quotes Customer frustration from repeated data entry Lost revenue opportunities due to lack of upsell/renewal […]
Delivering Service Excellence with Salesforce Service Cloud and Field Service
In today’s on-demand world, customers expect fast, efficient, and personalized support—whether they’re interacting online or at their doorstep. Salesforce offers the perfect combination through Service Cloud and Field Service—a unified platform that empowers businesses to deliver seamless service experiences both remotely and in the field. 💡 What is Salesforce Service Cloud? Salesforce Service Cloud […]
Revolutionizing Customer Service with Salesforce Service Cloud and Service CPQ
In today’s experience-driven economy, customer service is not just about resolving issues—it’s about delivering fast, personalized, and seamless experiences across every channel. Salesforce’s Service Cloud leads this transformation, and when combined with Service CPQ, it turns service operations into strategic revenue engines. 🔍 What is Service Cloud? Salesforce Service Cloud is a customer service […]
