Key Features of Salesforce Field Service Lightning for Workforce Management
Introduction Field service is complex. From scheduling technicians and managing travel routes to ensuring first-time fix rates, workforce management can make or break customer experience. Salesforce Field Service Lightning (FSL) equips companies with tools to manage field operations seamlessly. At Perigeon, we’ve implemented FSL for clients across utilities, telecom, manufacturing, and facilities management, helping them […]
Knowledge-Centered Service (KCS) with Salesforce Service Cloud
Introduction Knowledge is one of the most powerful assets in customer service. Yet many companies fail to capture it effectively. Knowledge-Centered Service (KCS) is a methodology that ensures solutions generated during case resolution are documented and shared. Salesforce Service Cloud makes KCS adoption seamless, turning support teams into knowledge engines. KCS in Service Cloud […]
How Salesforce Service Cloud Improves SLA Management & Compliance
Introduction In service-driven industries, service-level agreements (SLAs) are the foundation of customer trust. Missing an SLA can mean financial penalties and damaged relationships. Salesforce Service Cloud provides built-in tools to track, manage, and enforce SLAs—ensuring businesses deliver on promises. At Perigeon, we help organizations configure SLA frameworks that improve compliance while boosting customer satisfaction. […]
AI-Powered Case Management with Salesforce Einstein for Service Cloud
Introduction AI is no longer a buzzword—it’s transforming customer service. Customers expect instant, accurate, and personalized support. Traditional case management systems can’t keep up. Salesforce Einstein for Service Cloud changes the game by bringing AI into everyday support operations. At Perigeon, we’ve implemented Einstein-powered workflows that predict case outcomes, detect sentiment, and recommend solutions—helping companies […]
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 […]
