3 tips on how to streamline your customer service to improve customer experience

Summer Ramsey

By Summer Ramsey

0 min read

Learn how to deliver seamless customer support on any channel.


Great customer experience (CX) often begins with highly-prepared customer support agents.


When a customer calls, your support agents should know who they are, what they are calling about, which product they purchased and more. To achieve this level of agent knowledge and preparedness, ultimately improving your organization’s CX, you need to bring together two historically disjointed systems: the call center and your Salesforce CRM. When integrated, these systems will provide support agents with an instant view of all the customer information they need.


To empower your support agents so they can delight customers rather than spend time searching through various tools, here are three useful tips for a seamlessly integrated contact center:


1. Personalize every interaction with seamless Salesforce integration.

Great CX is all about personalization and every engagement is a unique opportunity to delight a customer. It should be easy for your agents to focus on the customer conversation and provide personalized, meaningful information at any stage of the customer journey.

  • Data-dips pull information from Salesforce to route inbound customer calls to the right agent or department based on case status, customer loyalty, specific issues or other customizable variables.
  • Screen pops bring customer case information up on an agent’s screen as a customer calls in, making it easy to quickly understand and help the customer.

From an operational perspective, personalization of customer interactions drives down important call center metrics like average handle time (AHT). More importantly, personalization leads to more satisfied and loyal customers that are more likely to purchase related products and services, which increases the customer’s lifetime value to your organization.


2. Improve efficiency by eliminating manual and repetitive work.

To work smarter and more efficiently, your contact center needs powerful pre-built and customizable automations that keep customer information current, compliant and accurate while reducing manual effort and human error.

  • Bidirectional data syncs with Salesforce to automatically sync customer information and eliminate manual data entry keeping your agents informed and cases up to date.
  • Lightning Flow triggers (within Salesforce) based on call center events, such as call status and logged dispositions, expedite the support process and fully embed your contact center platform within your CRM.

3. Provide a complete customer experience.

Equip your agents with all the tools they need to meet customers on any channel and quickly view, track and manage the entire support journey.

  • Switching support channels easily allows agents to redirect customers as needed, potentially to a subject-matter expert or to accelerate escalations to another channel.
  • Real-time reporting allows agents, supervisors and CX leaders to quickly diagnose call trends and take action. Embedded Salesforce dashboards offer pre-built and customizable reports to get you started.

Talkdesk CX Cloud™ offers comprehensive contact center functionality that is deeply integrated with Salesforce, allowing personalized service on any channel—any time, anywhere. If you want to learn more, reach out to us and schedule your demo today.

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Summer Ramsey

Summer Ramsey

Summer is an experienced partner marketer and strategic alliance manager with over 7+ years of working with cutting edge SaaS companies and their partnership networks. She has experience building, managing and expanding partnerships to grow integration and sales ecosystems. Skilled in business development, partner management and marketing, events and sales, she has been instrumental in growing the partnership strategy at Talkdesk.