At Salesforce, we service customers proactively using the power of data. On this episode of Salesforce on Salesforce, Greg Palleschi, Director of Technical Account Management, defines what proactive service is, why it's important, and our top three tips that will delight your customers. Watch to find out how Salesforce solves customer needs proactively and builds customer trust that lasts.
00:00 - Introduction
00:47 - What is Proactive Service
01:56 - Tip #1 Monitor Customer Data Trends
03:16 - Tip #2 Create Risk Communication Processes
05:07 - Tip #3 Personalize Solutions & Preventative Measures
Learn more about delivering proactive customer service on Trailhead: https://trailhead.salesforce.com/users/servicecloudtrailblazers/trailmixes/deliver-proactive-service
Find more Resources on Salesforce on Salesforce: https://www.salesforce.com/resources/service/salesforce-on-salesforce/
Salesforce on Salesforce is a weekly series that reveals the best practices that run our business, as told by our teams. Subscribe and turn on your notifications for new episodes!
#Salesforce
Watch more and learn more on Salesforce+: https://www.salesforce.com/plus
Learn more about Salesforce:
Website: https://www.salesforce.com
Facebook: https://www.facebook.com/salesforce
Twitter: https://www.twitter.com/salesforce
Instagram: https://www.instagram.com/salesforce
LinkedIn: https://www.linkedin.com/company/salesforce
About Salesforce: Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
00:00 - Introduction
00:47 - What is Proactive Service
01:56 - Tip #1 Monitor Customer Data Trends
03:16 - Tip #2 Create Risk Communication Processes
05:07 - Tip #3 Personalize Solutions & Preventative Measures
Learn more about delivering proactive customer service on Trailhead: https://trailhead.salesforce.com/users/servicecloudtrailblazers/trailmixes/deliver-proactive-service
Find more Resources on Salesforce on Salesforce: https://www.salesforce.com/resources/service/salesforce-on-salesforce/
Salesforce on Salesforce is a weekly series that reveals the best practices that run our business, as told by our teams. Subscribe and turn on your notifications for new episodes!
#Salesforce
Watch more and learn more on Salesforce+: https://www.salesforce.com/plus
Learn more about Salesforce:
Website: https://www.salesforce.com
Facebook: https://www.facebook.com/salesforce
Twitter: https://www.twitter.com/salesforce
Instagram: https://www.instagram.com/salesforce
LinkedIn: https://www.linkedin.com/company/salesforce
About Salesforce: Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
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