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Salesforce News, Reviews, and Analysis

Christina Keohane

What is a Customer Portal – and Why Do You Need One?

April 29, 2024 by Christina Keohane Leave a Comment

Giving your agents the tools they need to successfully support customers is important for any business, but oftentimes customers want to handle things themselves before asking for help. In fact, our research found that 61% of customers prefer to start with self-service for simple tasks or questions. That’s where customer portals come in.  Customer portals are where your … [Read more...] about What is a Customer Portal – and Why Do You Need One?

3 Ways to Take Your Self-Service Customer Service From ‘Meh’ to Marvelous — Quickly

April 10, 2024 by Christina Keohane Leave a Comment

How much do your customers like their self-service customer service experience with your business? If they’re not impressed yet, here are three ways you can improve it.  Self-service lets your customers find the answers they need on their own time, without the help of an agent. Most importantly, it’s what they prefer: our research found that 61% of customers would rather use … [Read more...] about 3 Ways to Take Your Self-Service Customer Service From ‘Meh’ to Marvelous — Quickly

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  • Use Metadata To Empower Salesforce Agents
  • 6 Tips To Help You Troubleshoot Agentforce With Confidence
  • Accelerate Automation With Summer ’25 Flow Features | Be Release Ready
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  • Curiosity Is the Key to Learning Agentforce

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