Streamlined customer support with a web-to-case form

Streamlined customer support with a web-to-case form

Challenges

1- Limited options for customers to submit inquiries, leading to decreased user satisfaction.

2- Inefficient manual management of customer inquiries via email.

3- Absence of case creation and tracking in Salesforce, leading to lost opportunities and delayed responses.

Solutions

1- Designed and deployed a user-friendly web-to-case form on the client’s website.

2- Integrated the form with Salesforce for seamless case creation and tracking.

3- Implemented an automated notification system to enhance communication with customers.

Results

1- 70% increase in customer inquiry submissions due to the convenient web-to-case form.

2- 50% improvement in response times, boosting customer satisfaction.

3- 85% better tracking and resolution of cases through Salesforce integration.

Our client is a New York City-based online beauty and fragrance supplier, established in 2010. Known for their premium cosmetics and fragrances, they have built a strong international reputation for their product quality and customer service.

As their customer base grew, the client faced challenges in managing inquiries efficiently. They sought a technology partner to implement a scalable solution—a web-to-case form integrated with Salesforce. The goal was to streamline customer support, reduce response times, and ensure no inquiry went unanswered.

We designed a user-friendly web-to-case form for their website and integrated it with Salesforce Service Cloud. This solution automated case creation and provided real-time updates to customers. By modernizing their support system, the client achieved improved efficiency, customer satisfaction, and collaboration.

 

 

Key Industry

- E-commerce

Key Pains

- Inefficient manual handling of customer inquiries.

- Missed business opportunities due to lack of centralized case tracking.

- Limited options for customer communication on the website.

Product Mix

- Service cloud

Limited Inquiry Options: Without a contact form, customers had to rely on emails, which were cumbersome and lacked scalability. This led to missed communication opportunities and reduced engagement.

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Missed Opportunities: The lack of a centralized system hindered the collection of valuable customer insights, resulting in missed chances to convert leads into customers.

Manual Processes: Managing inquiries via email was time-consuming, prone to errors, and inefficient for growing operations.

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Lack of Case Tracking: Absence of case creation in Salesforce meant poor tracking, delayed responses, and decreased customer satisfaction.

  1. 1

    Created a user-friendly web-to-case form with essential fields and integrated it with Salesforce for automated case creation and seamless tracking.

  2. Set up a system to send confirmation emails to customers upon case submission and provide timely updates on the resolution process.

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  3. 3

    Enhanced the form with dynamic fields for better usability and trained the support team to efficiently manage and prioritize cases using Salesforce.

  1. Increased Inquiry Submissions & Faster Response Times: The web-to-case form led to a 70% increase in customer inquiries and a 50% improvement in response times, fostering stronger customer trust and engagement.
  2. Improved Case Management & Resolution Rates : Salesforce integration centralized case tracking, boosting resolution rates by 85%, enabling the client to effectively prioritize and manage customer inquiries.
  3. Higher Customer Satisfaction & Scalability : Automated notifications and quicker resolutions increased customer satisfaction by 40%, while the system's scalability ensured the client could maintain high service levels as they grew.

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