Salesforce, data & AI in practice

Less chasing.
More time for
your customers.

Customer information is scattered. Handoffs need another email. These examples show where better-connected systems could help your team.

Explore the examples

Colleagues work through a problem together at a workbench. — Start with a real task.
Make it easier to do.

Example scenariosSalesforce · Data · AI

01 / Customer information

The context you need.
When a customer calls.

“Where is my order? I contacted you about it last week.” Your team has to search the CRM, the order system and previous service cases before they can answer.

A service colleague listens to a customer while reviewing their information.

Explore the architecture

How do the parts work together?

Three examples show how data, systems and people work together – including the decisions, questions and exceptions along the way.

Choose an example. Zoom in and select systems or connections to explore the details.

Data & requests
Events & feedback
Review & exceptions

Preparing interactive view…

One possible architecture

Customer context that connects.

Reconcile sources, resolve customer identity and provide the permitted context to service colleagues.

76%

Prepared example loaded.

What matters in the workflow

A customer calls

One question. The right context.

Service sees the matched order and conversation history. Access is checked before anything is displayed.

A clear next step, without searching three systems.

Records conflict

A match is not always an identity.

An ambiguous customer ID goes to a responsible owner. The correction passes through validation again.

Ambiguous records are resolved before the wrong context is shown.

Finish the conversation

The next conversation does not start from zero.

The team records the outcome and owner in the service system. The update refreshes the customer context and is available at the next contact after an access check.

At the next contact, the team can see the updated history and pick up where the conversation left off.

Fewer gaps between
people and systems.

Two more places where everyday work can get easier.

02 / Sales & operations

An order handed over.
Nothing left to chase.

Pass on the details, the status and who is responsible.

03 / AI in service

Find the answer.
Keep a person in charge.

Help the team find approved information and check the answer.

More system landscapes

Where does Salesforce fit?

Activate customer data AI in customer service Product to order Quote to revenue Personalize your website

Less chasing.More time foryour customers.

The context you need.When a customer calls.