facebook

Quinnox improves agent productivity & customer experience by implementing Salesforce’s Service Console

Salesforce’s Service

BUSINESS NEED

The customer representative had to perform various tasks such as canceling scheduled payments, editing login email, updating existing payment method, unenrolling autopay, deleting payment method etc., manually. The CSR had to process these tasks not just manually but also offline, which involved multiple screens and multiple clicks.

SOLUTION

The Quinnox team created an app in Salesforce Service Cloud using Lightning to help the CSR in automating various features in a single screen. End user can reach out to CSR via call or email and ask for help related to the features mentioned above as well as additional CSR features such as enhanced view scheduled payments, enhanced audit trail, deep linking and search result message.

The key features of our solution include:

  • Single sign-on for CSR
  • Single screen for profile, customer id and payment search
  • Significantly reduced processing/search time due to the customer UI built using Lightning
  • Multi-channel support
  • Easy navigation from one screen to another
  • Security imposed based on CSR profile and custom permission

Related Insights

Blogs
AI & Data

A Complete Guide to Building an AI-Ready Workforce

Build an AI-ready workforce with practical steps, key skills, real-world success stories, and strategic insights to future-proof your organization.

Read more
Blogs
Qinfinite

AI Agents Explained: Types, Benefits & Business Use Cases

Explore what AI agents are, how they work, and how businesses use them to boost efficiency, automate workflows, and.

Read more
Blogs
Qinfinite

What Is a Knowledge Graph? Use Cases and Applications Explained

Discover what a knowledge graph is, how it works, and why it matters. Learn its benefits, real-world use cases,.

Read more
Contact us