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Description
Customers can shop either online or at a physical location, engage through live chat or phone calls, while field service technicians carry out on-site tasks and fill out a survey. Students attend classes, and both customers and employees provide feedback via surveys, whether digitally, on paper, or through mobile devices. After submission, the responses are immediately reflected in the ActionTracker™, which adjusts based on the input received, assigns a responsible manager, and alerts key stakeholders via email. The ActionTracker™ efficiently monitors all interactions with employees or customers, logs resolution activities including emails and attachments, adds notes to each action item, and arranges meetings through integration with Microsoft Outlook. You can establish status codes to oversee the progression of action items, ensuring that open tasks are regularly updated until they are marked as complete; however, once they are finalized, they can no longer be altered. Every activity is recorded with a date and time stamp by the user, providing a thorough audit trail, which enhances accountability and transparency in the process. This systematic approach ensures that every step is documented and easily traceable, ultimately improving operational efficiency.
Description
Salesforce Agentforce Service is a comprehensive customer service solution built to power intelligent, always-on support. It combines AI automation with human expertise to deliver seamless omni-channel experiences. Service Cloud centralizes customer data, cases, and knowledge into a single workspace. AI assistants guide service representatives with step-by-step action plans and real-time recommendations. Automated workflows accelerate resolutions and reduce repetitive manual tasks. Knowledge management tools ensure consistent, accurate responses across channels. Integrated Slack collaboration enables teams to swarm cases and solve issues faster. Incident detection and management capabilities minimize service disruptions. Self-service portals empower customers to resolve issues independently. Agentforce Service helps businesses increase satisfaction while lowering operational costs.
API Access
Has API
No
API Access
Has API
No
Integrations
Aircall
No
Azure Marketplace
No
Certinia Professional Services Cloud
No
Collate
No
Cyclr
No
Edvance360
No
Fullstory
No
FunnelMaker
No
HelpDesk
No
Klaviyo
No
Integrations
Aircall
Yes
Azure Marketplace
Yes
Certinia Professional Services Cloud
Yes
Collate
Yes
Cyclr
Yes
Edvance360
Yes
Fullstory
Yes
FunnelMaker
Yes
HelpDesk
Yes
Klaviyo
Yes
Pricing Details
$195 per month
Free Trial
Yes
Free Version
No
Pricing Details
$75.00/month/user
Lightning Essentials - $25 per user per month
Lightning Professional - $75 per user per month
Lightning Enterprise - $150 per user per month
Lightning Unlimited - $300 per user per month
Lightning Professional - $75 per user per month
Lightning Enterprise - $150 per user per month
Lightning Unlimited - $300 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
SurveySquare.com
Founded
2004
Country
United States
Website
www.surveysquare.com
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com
Product Features
Complaint Management
Case Management
No
Complaint Classification
Yes
Corrective Actions (CAPA)
No
Customer Complaint Tracking
Yes
Feedback Management
No
Forms Management
No
Issue Tracking
Yes
Quality Assurance Management
No
Routing
Yes
Self Service Portal
No
Social Media Monitoring
No
Survey Management
No
Customer Experience
Action Management
Yes
Analytics
Yes
Customer Segmentation
Yes
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
No
Multi-Channel Collection
No
Sentiment Analysis
No
Survey Management
Yes
Text Analysis
No
Trend Analysis
Yes
Issue Tracking
Assignment Management
Yes
Dashboard
Yes
Escalation Management
Yes
Issue Auditing
Yes
Issue Scheduling
Yes
Knowledge Base
No
Project Management
Yes
Recurring Issues
No
Scheduling
Yes
Task Management
Yes
Product Features
Bug Tracking
Backlog Management
Yes
Filtering
Yes
Issue Tracking
Yes
Release Management
Yes
Task Management
Yes
Ticket Management
Yes
Workflow Management
Yes
Call Center
Blended Call Center
Yes
Call Logging
Yes
Call Recording
Yes
Call Scripting
Yes
Campaign Management
Yes
Database
No
Escalation Management
Yes
IVR / Voice Recognition
Yes
Inbound Call Center
Yes
Manual Dialer
Yes
Outbound Call Center
Yes
Predictive Dialer
Yes
Progressive Dialer
Yes
Queue Management
No
Real-time Chat
Yes
Reporting/Analytics
Yes
Complaint Management
Case Management
Yes
Complaint Classification
Yes
Corrective Actions (CAPA)
No
Customer Complaint Tracking
Yes
Feedback Management
Yes
Forms Management
Yes
Issue Tracking
Yes
Quality Assurance Management
Yes
Routing
Yes
Self Service Portal
Yes
Social Media Monitoring
Yes
Survey Management
No
Customer Service
Alerts / Escalation
Yes
Appointment Management
Yes
Call Center Management
No
Email Management
No
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
Yes
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
Yes
Virtual Assistant
No
Workflow Management
Yes
Help Desk
Alerts / Escalation
Yes
Automated Routing
Yes
Community Forums
Yes
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
Yes
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
Yes
Live Chat
Yes
Multi-Channel Communication
Yes
Multiple Brands / Products
Yes
Network Monitoring
Yes
Real-time Chat
Yes
Self Service Portal
Yes
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
Issue Tracking
Assignment Management
Yes
Dashboard
Yes
Escalation Management
Yes
Issue Auditing
Yes
Issue Scheduling
Yes
Knowledge Base
Yes
Project Management
Yes
Recurring Issues
Yes
Scheduling
Yes
Task Management
Yes
ITSM
Asset Tracking
Yes
Availability Management
Yes
Change Management
Yes
Configuration Management
Yes
Contract/License Management
Yes
Dashboard
Yes
Incident Management
Yes
Problem Management
Yes
Project Management
Yes
Release & Deployment Management
Yes
Self Service Portal
Yes
Live Chat
Canned Responses
Yes
Customizable Branding
No
Geo Targeting
Yes
Offline Form
No
Proactive Chat
Yes
Screen Sharing
Yes
Third Party Integration
Yes
Transfers / Routing
Yes
Website Visitor Tracking
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
