Service Cloud

Service Cloud, a best-in-class customer service platform offered by Salesforce, can be leveraged by nonprofits to enhance their operations, improve support, and drive meaningful impact.

Streamlined case management

Service Cloud provides a centralized platform to manage and track supporter cases efficiently. With this platform, you can capture and categorize inquiries, requests, and issues from various channels (such as email, social media, or phone) into a unified system. This streamlines case management, ensures timely responses, and enhances the supporter experience.

Personalized support

You can also leverage Service Cloud to deliver customized support to your supporters. The platform allows you to store and access supporter information, giving your team a holistic view of each supporter’s interactions, preferences, and history. This information will enable you to more effectively provide tailored support, understand supporter needs, and build stronger relationships.

Multichannel communication

Service Cloud enables you to engage with supporters across multiple channels, including email, phone, chat, and social media. This flexibility allows your supporters to reach out through their preferred communication channel, enhancing accessibility and convenience. You can also leverage automation and AI-powered chatbots to handle routine inquiries, freeing up staff resources for more complex cases.

Self-service opportunities

Service Cloud empowers you to provide self-service options to your supporters. By creating a knowledge base or a self-help portal housed within Experience Cloud, you can offer a repository of FAQs, articles, and resources your supporters can access at their convenience. This reduces the need for repetitive inquiries, empowers supporters to find answers independently, and improves overall efficiency.

Case collaboration and escalation

Nonprofits often collaborate with various teams and stakeholders to address supporter cases. Service Cloud facilitates seamless collaboration by enabling your teams to share real-time case information, notes, and updates. Additionally, you can define workflows and automate case escalations to ensure timely resolution and prevent cases from falling through the cracks.

Reporting and analytics

Service Cloud provides robust reporting and analytics capabilities that allow you to gain insights into your support operations. You can track key performance indicators, measure response times, identify trends, and assess the overall effectiveness of your support efforts. This data-driven approach can help you make data-backed decisions, optimize processes, and continually improve your support.