A large challenge for Phillips involved their previously existing system. Using Zendesk, Phillips found their data entry to be time-consuming with execution limited to the Service team.
A more efficient system would allow Phillips to reclaim their time spent on data entry.
There was also a lack of visibility between the Sales and Service departments. These departments were siloed and did not allow for a holistic view of the customer.
Phillips engaged Salesforce Service Cloud to overcome the challenges that their teams were facing. Trifecta enabled Chatter to encourage internal collaboration and visibility across departments.
For a full-scope view of their account holders, we developed integrations that pull the desired details and maintain a true source of record for data fields.
To deliver more freedom with time to the Phillips team, we created automation to eliminate manual tasks. Emails, assignments, and prioritization are no longer time-consuming endeavors. For Sales staff on the road, we implemented Salesforce1 Mobile App so accounts can be managed anywhere.
Trifecta’s implementations have increased collaboration between the Sales and Service teams at Phillips. Not only are communications improved, but data also has greater visibility, and their tools are better at assisting the Phillips team.
Teams now have the ability to rate the success of promotions using customizations to the campaign fields. Salesforce activities and calendar have eliminated the need for manual monthly call planners. Sales teams now have the app to manage their accounts wherever they go.
Collaboration and data transparency have created a holistic view of the customer that both the Sales and Service departments benefit from.
