Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services

What does your current case management process look like?

Do you lack clear visibility into the case management resolution process from the start of the case to close? Does your customer service team have different ways to address customer service issues that create brand inconsistencies? Do you struggle to escalate cases, reassign, or put cases back into the service queue if not enough information is available or crises emerge?

Resolve common customer service case management issues like these with the power of leading CRM solutions like Salesforce and Microsoft Dynamics 365. Ledgeview Partners can help you keep your customers and customer service reps happy with the process with solutions like these.

Improve Customer Service Case Management with the Power of CRM

CRM technology like Microsoft Dynamics 365 and Salesforce help organizations across the globe improve their case management processes.

These systems help customer service reps:

  • Examine the case resolution process over time
  • Record case details – customer questions, comments or concerns, product and service use
  • Speed up the case resolution process with the use of CRM knowledgebase
  • Create FAQ and self-service portals
  • Determine the support level the customer needs
  • Give the entire customer service team transparency into a case’s status
  • Track internal and external customer issues
  • Manage the social media conversation around your brand
  • Manage customer concerns via different channels (Facebook, Twitter, Instagram, etc.)
  • Verify customer support requests and entitlements quickly
  • Create a positive brand image and build customer loyalty across networks
  • Keep customers happy throughout their lifetime
  • Help your customer service agents and managers deliver the right answers faster.
  • And much more

Leverage CRM to Boost Customer and Rep Satisfaction

Case management in CRM helps your team to handle the process from beginning to end with confidence, coordination, and ease. Let CRM take over the flow of the case management process from the first customer interaction to creating a case to auto-replying to queueing the request to assigning the case to having a conversation, arriving at a resolution, and notifying the customer.

Don’t rely on spreadsheets to help you do the job. In today’s digital era, it’s essential that your customer service team has clear visibility into every customer case, open and closed, so that efforts are not duplicated, customers are kept happy, and every issue is resolved. Create a more efficient customer service team and better brand image utilizing the powers of CRM.


Expand Your Knowledgebase

When it comes to succeeding with any CRM solution and improving your customer service outcomes, expanding your teams’ knowledge bases is crucial. Equip them with the tools and resources they need to be successful in today’s digital world. Ledgeview Partners offers more than 50 eBooks on topics like sales, marketing, customer service, CRM, Salesforce, Microsoft Dynamics 365, user adoption, and more. Always available for complimentary download to your organization.

Plan for CRM

Leading CRM solutions like Microsoft Dynamics 365 and Salesforce help all business types and roles produce more effective outcomes with a quicker turnaround. The capabilities are (almost) endless and in today’s digital world, CRM is essential to the success of organizations worldwide.

We are committed to the success of your business. Ledgeview Partners is here to assist you no matter if you’re evaluating Microsoft Dynamics 365 or Salesforce or you already have the technology. Click on one of the buttons below to start your journey with Microsoft Dynamics 365 or Salesforce and Ledgeview Partners. 

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