3 episodes

The Case Closed Podcast is the first and only podcast dedicated to helping you to learn, use, and extend the Salesforce Service Cloud to improve customer experiences and run an efficient contact center. Hosted by Salesforce MVPs, Jeff Grosse and Cheryl Feldman, you'll learn the features of Service Cloud, ways to extend functionality with the AppExchange, and hear the success stories that Service Cloud customers have experienced in their company.

Case Closed Podcast Jeff Grosse and Cheryl Feldman

    • Technology

The Case Closed Podcast is the first and only podcast dedicated to helping you to learn, use, and extend the Salesforce Service Cloud to improve customer experiences and run an efficient contact center. Hosted by Salesforce MVPs, Jeff Grosse and Cheryl Feldman, you'll learn the features of Service Cloud, ways to extend functionality with the AppExchange, and hear the success stories that Service Cloud customers have experienced in their company.

    003 - Using ManyWho to Automate Contact Center Processes

    003 - Using ManyWho to Automate Contact Center Processes

    Episode 003 gets at the heart of business processes; automation. Service processes need as much or more automation than any other part of the business so this time we talk about workflow that goes beyond the Workflow Rules, Visual Flow, Process Builder, Escalation Rules, Routing Rules, and Auto Response Rules you know of today in Service Cloud. We talk about ManyWho; a product that can go beyond all those tools you’ve used before and put them in a single interface and automate anything from finding your caller easier to collaborative web forms that not only allow collaboration with customers, but collaboration with other parts of your company using co-editing and co-browsing. It’s like Google Docs for Salesforce records. To learn more about ManyWho, Jeff and Cheryl interview Steve Wood, the CEO at ManyWho; a Salesforce Ventures backed company. 

     

    This episode is sponsored by NewVoiceMedia. Handle all channels of customer inquiries using one tool built fully on Salesforce with NewVoiceMedia. Visit http://newvoicemedia.com for a demo today

     

    Topics and Links


    Help Nana Gregg  - Gregg Family Relief
    Informavores - 2006 website | CrunchBase
    Process has been key to Steve for years
    Making Process Flow a first class citizen
    ManyWho makes Salesforce a Business Process Management (BPM) platform
    Delivering workflow in the cloud makes ManyWho different from Pega and Appian
    YouTube channel for ManyWho
    YouTube demo of ManyWho - Simple Call Guides with ManyWho
    YouTube demo of ManyWho - BPM and Dynamic Case Management in Service Cloud
    YouTube demo of ManyWho - Using Twilio with ManyWho to Drive Calls
    Schema Builder - Came out under Steve’s watch at Salesforce with the great work of Shannon Hale
    Service Cloud process examples

    Call guidance
    Multi-step processes that aren’t always linear
    Real time approval processes
    Real time Chatter
    Real time multi-user


    Salesforce Ventures
    Pega Can’t but Salesforce + ManyWho Can
    Google Docs vs WordPerfect
    ManyWho can work for a company with 2 users up to enterprise levels
    No governor limits with ManyWho

    AWS allows them to elastically scale


    1,500 processes being run all the time at Blue Cross Blue Shield
    Stick with Salesforce for your most complex processes without Apex using ManyWho
    Contact ManyWho for a demo
    First virtual hug delivered to a guest from Cheryl for all Steve has done

     

     

    Jeff Grosse and Cheryl Feldman

    The Case Closed Podcast

    Follow Jeff @CRMFYI

    Follow Cheryl @CherFeldman

    Like us on Facebook https://www.facebook.com/caseclosedpodcast/

     

    Subscribe to Podcast in iTunes

    • 48 min
    002 - History of the Service Cloud, Features, and Use Cases

    002 - History of the Service Cloud, Features, and Use Cases

    Episode 002 gets at the history of the Service Cloud. It’s not been around as long as Salesforce has as a company, but it’s not that much younger than the Sales Cloud. It’s seen many evolutions over time though; in name, features, and possibilities. Cheryl and Jeff explore the Service Cloud’s history and what makes it amazing today.

     

    Topics and Links


    Announcing “Customer Support Management” in March, 2001 - https://web.archive.org/web/20010331045305/http://www.salesforce.com/us/login.jsp
    Introducing “Supportforce” in January 2005 - https://web.archive.org/web/20050105004624/http://www.salesforce.com/products/whatsnew_winter05/index.jsp
    Introducing “Salesforce Service & Support 2.0” in December 2005 - https://web.archive.org/web/20051218125731/http://www.salesforce.com/products/customer-service.jsp
    Service Cloud licenses vs using Sales Cloud licenses
    Features of the Service Cloud licenses
    Customer 270º vs 360º
    Console features and experimenting
    Setting up a developer org - https://developer.salesforce.com/signup?d=70130000000td6N
    #showmeyourconsole on Pinterest
    Component Exchange on AppExchange - https://appexchange.salesforce.com/components
    Knowledge
    Business Cases for Service Cloud
    RemedyForce from BMC - http://www.bmc.com/it-solutions/remedyforce.html
    Inside Sales use cases for Service Cloud 
    On Target - http://www.perfectpipeline.com/
    Internal company use cases for Service Cloud
    Great customer service experiences

    Zabars - http://www.zabars.com/home
    Workato - https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5iW1EAJ



     

    Jeff Grosse and Cheryl Feldman

    The Case Closed Podcast

    Follow Jeff @CRMFYI

    Follow Cheryl @CherFeldman

    Like us on Facebook https://www.facebook.com/caseclosedpodcast/

     

    Subscribe to Podcast in iTunes

    • 52 min
    001 - Introducing Jeff, Cheryl, and the Podcast dedicated to Salesforce Service Cloud

    001 - Introducing Jeff, Cheryl, and the Podcast dedicated to Salesforce Service Cloud

    Introducing The Case Closed Podcast

    Meet Jeff Grosse and Cheryl Feldman, your hosts for the first podcast dedicated completely to the Salesforce Service Cloud and taking service and support experiences to the next level.

    Please share this podcast with others, leave us feedback, and join in the conversation.

    • 31 min

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