How to Turn Customers Today into Customers
for Life with Salesforce

Jenna Trott

5 min read | April 28th

Customers for Life with Salesforce
At the heart of any great service is quality connection, but as technology continues to scale, the aspects that make human connection so wonderful can feel diminished. Still, 86% of customers say that an emotional connection with customer service makes them more likely to continue doing business with a company. So, how can businesses ensure that they’re providing their current customers with experiences that will turn them into lifelong clients?

What Do Customers Want?

In order to better serve customers, we must first recognize any gaps in the current customer service experience. This can look like impersonal interactions, ill-fitted solutions and unproductive communication, among other things. Great customer service is an experience that provides 24/7 service, real-time feedback and updates, remote assistance, contextual engagement and proactive alerts. This can be achieved with Salesforce, the world’s #1 CRM but specifically Service Cloud, as it addresses critical roadblocks that prevent service teams from delivering great customer experiences. Here’s how it works.


Salesforce Service Cloud

It’s no secret that a disconnected service architecture hinders great customer experiences. Salesforce’s Service Cloud is the most complete and connected platform that modernizes support, optimizes field service operations and delivers seamless services to customers. To increase satisfaction with customer engagement, Service Cloud allows users to personalize service with real-time data. This ensures that technicians have a complete view of the customer, both their past and present, and allows them to personalize services accordingly. Additionally, Service Cloud users will be able to automatically notify customers of appointment details, technician arrival times, and provide checklists on their digital channel of choice. Service Cloud makes it possible for customers to take back control of their own schedule by allowing them to schedule, reschedule, or cancel appointments when it’s convenient for them. Access to support is also easier with Service Cloud. By leveraging technology that customers are familiar with, troubleshooting is easy and tasks can be quickly resolved.

Other key benefits include:

  • Automate business processes with intelligent workflows so you can focus on the clients
  • Uplevel call center management with smart productivity tools
  • Get shared, actionable insight into every customer interaction
  • Drive revenue and upsell easier with the power of AI
  • Get jobs done faster with step-by-step guided flows
  • Automatically schedule the right person for the right jobs
  • Plus so much more

Modernize the Client Experience

49% of HR leaders say that they do not have an explicit future for work strategy. But with the rate at which technology is progressing, it’s a necessity to begin strategizing now. Service teams are an important piece of that puzzle as they don’t just solve problems – they drive loyalty. Today’s customers want to not only feel understood but they want to be empowered and Service Cloud does just that. By supporting interactions on any channel, relationships are nurtured throughout the client journey and beyond. If you’re looking to get started with Service Cloud, visit to learn more and find a plan that fits your needs.


Start turning today’s customers into clients for life with Service Cloud.

Not sure where to start with implementation? Access Global Group has a unique project methodology that puts our clients at the heart of the process. Before planning begins, our team takes the time to understand your company’s needs and requirements. This allows us to build a system that is tailor made for your business practices. With every meeting and interaction, client satisfaction is our goal. By leveraging our team of experts, you’ll have the confidence needed to move forward with your new system. To learn more about Access Global Group’s methodology, click here.

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