Legacy technology and traditional processes often make it difficult or impossible to provide the level of personalized, responsive service that today’s consumers expect. Unfortunately,when customers reach out, CSRs often need to ask for basic information, search for relevant account details, and manually capture new requests.
With Veruna and Salesforce’s Cases feature—available with Service Cloud or Financial Services Cloud—delivering responsive, personalized service is easy and efficient. Reps can access open requests anytime to see current status, next steps, and priority level, and managers can see activity and performance data at an individual and team level.
See how Veruna and Salesforce can put customer data at your fingertips and provide powerful tools and automated processes for your agency within a single, integrated system.
