Protect Your Salesforce from Inadvertent Personal Identifiable Information (PII / PID)

You’re a Salesforce Service Cloud customer with your agents leveraging Salesforce to service each of your available channels. You’ve trained your agents never to put credit card or social security numbers directly into your Salesforce and you’re feeling pretty good about your internal PII policies to avoid being fined or exposing sensitive personal information about Read more about Protect Your Salesforce from Inadvertent Personal Identifiable Information (PII / PID)[…]

Top 5 Reasons Service Organizations Make the Switch from Oracle Service Cloud (RightNow) to Salesforce Service Cloud

At GearsCRM, we officially launched our Service Cloud Practice almost five years ago. The timing was ironic because it was a month before Oracle announced their acquisition of RightNow. At the time, RightNow was a stand-alone software company and they were a leader in the B2C Customer Service space. Salesforce had already dominated the Sales Read more about Top 5 Reasons Service Organizations Make the Switch from Oracle Service Cloud (RightNow) to Salesforce Service Cloud[…]

Salesforce Spring 17 Features – Service Cloud & Field Service Lightning

Spring 17 will be here shortly and the release notes are officially out. As always, we’re diving in and writing about all of the terrific and interesting new features that are included in the over 450 pages of release notes. Last week we covered the Sales Cloud features. Spring 17 is a monster release for Read more about Salesforce Spring 17 Features – Service Cloud & Field Service Lightning[…]

Salesforce Winter 17 Features – Service Cloud

Welcome to Part 2 of our Winter 17 write-up. Our first part focused on Sales Cloud, Force.com and the new Lightning Experience features for Sales Cloud. This part focuses entirely on Service Cloud. This is a massive release for Service Cloud and includes the beginning of the Service Cloud migration to Lightning Experience. At the Read more about Salesforce Winter 17 Features – Service Cloud[…]

Salesforce Winter 16 Feature Write-up – Service Cloud

Winter 16 is nearly upon us and Dreamforce is now behind us (although, I’m sure some are still recovering). In Part 1 of our Winter 16 write-up we went into a deep dive of Lightning Experience – the new user interface that is a lot more than just a new look and feel. In this Read more about Salesforce Winter 16 Feature Write-up – Service Cloud[…]

Salesforce Summer 15 Feature Write-up – Part 2

It’s time for yet another salesforce release and the Summer 15 release notes are now available to review. In Part 1, we covered all of the new features around Sales Cloud, salesforce1 and the platform updates. In this part we are going to cover all of the Service Cloud enhancements and there are some big Read more about Salesforce Summer 15 Feature Write-up – Part 2[…]

Salesforce Winter 15 New Features – Part 2

In Part 1, we discussed the new Winter 15 features for Sales, Salesforce1 and the Platform. For Part 2 we’re going to focus on Service Cloud. (As a reminder, Part 3 will be covering Chatter, Communities and Work.com). Let’s have at it. As always, no particular order: Email-to-Case – Really nice new feature in Email-to-Case. Read more about Salesforce Winter 15 New Features – Part 2[…]

Salesforce Summer 14 New Features – Part 3

In Part I we covered the new features in Summer 14 for Sales, Salesforce1 and the platform. For Part 2, we covered all of the collaboration features – Chatter, Communities and Work.com enhancements. Now, for Part 3, we’re going to be covering Service Cloud – all of the features supporting it like Case Management, Service Read more about Salesforce Summer 14 New Features – Part 3[…]

Salesforce Spring 14 New Features – Part 2

The Salesforce Spring ’14 release notes are out, and clocking in at 323 pages, it’s another big list of features to digest. In case you haven’t seen the announcements, the release itself has been pushed back about a month, and the new release dates are here. Being too big for one post, we split this Read more about Salesforce Spring 14 New Features – Part 2[…]

Improving Customer Service with Chat using Live Agent

Across the Customer Service industry web chat is becoming an even more popular channel to engage with your customers (and prospects). According to Forrester’s Top 15 trends for Customer Service in 2013, there was a 24% rise in usage of chat as a support channel over the past 3 year (second only to community usage Read more about Improving Customer Service with Chat using Live Agent[…]

Salesforce Winter 14 Features – Part II

The Salesforce Winter ’14 release notes are out, and it’s another big one. In the first part, we covered the Sales, Chatter & Platform updates. In this part, we’ll cover Service and Communities as well as a few features that tie in nicely with them. As always, in no particular order here are some of Read more about Salesforce Winter 14 Features – Part II[…]

Salesforce Summer 13 Features – Part II

In Part I, we discussed how the Salesforce Summer ’13 release notes are out and that this was a big enough release (258 pages in all!) that we needed two posts to cover it. In Part 1, we covered the overall platform and Sales Cloud enhancements. For this part, we’re going to cover the enhancements Read more about Salesforce Summer 13 Features – Part II[…]

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