Francisco Ortega Ruiz

Francisco Ortega Ruiz

Salesforce Consultant

Salesforce and the Secret to Multichannel Support: How to Achieve Excellence?

Imagine your brand is an endless conversation: it starts with a direct message on Instagram, continues via email, and is resolved with a quick phone call. For the customer, it is a single story; for many companies, it is a logistical nightmare of fragmented data. In a market where loyalty is won in seconds, offering a seamless experience is not a luxury, it is the foundation of competitive excellence.

This transformation toward an immediate and coherent response requires breaking down information silos. By positioning Salesforce as the operational brain of your strategy, managing channels shifts from being reactive to becoming intelligent. This is where Service reaches its full potential, leveraging AI  not only to streamline processes but to anticipate user needs and offer solutions even before they become problems.

 

Omnichannel: The New Standard for Service

Today’s users do not choose a single path; they jump between them seeking the fastest answer. They might start an inquiry on WhatsApp, send a screenshot via email, and expect a final resolution when picking up the phone. If the platform does not centralize these touchpoints, the support team loses context and the customer loses patience.

Using Salesforce as the core of your operations ensures that every interaction, no matter how small, is saved in a unique history accessible in real-time. This not only guarantees a consistent response but also grants agents “superpowers”: the ability to know the user’s sentiment or their previous purchases before even saying “hello.” The key lies in total traceability, which converts isolated data into a continuous and personalized relationship, raising the standard of traditional support channels.

 

AI and Personalization: Boosting Efficiency

How can we manage thousands of inquiries without losing quality? This is where AI comes into play. It is not about replacing the human touch, but about enhancing it.

Thanks to Service Cloud tools, we can:

  • Predict needs: Anticipate what the user is looking for before they ask.
  • Automate the routine: Allow chatbots to resolve frequent doubts seamlessly.
  • Empower the agent: Provide real-time recommendations to close cases faster.

Implementing AI in your support processes allows the Making Science team and our partners to focus on what truly matters: delivering value and creative solutions.

 

Keys to a Successful Multichannel Strategy

  1. Brand Consistency: Ensure your tone is the same on social media as it is in a formal call.
  2. Effort Reduction: The customer values speed; if you make their life easier through their favorite channels, they will return.
  3. Data Analysis: What isn’t measured, isn’t improved. Use Salesforce reports to identify bottlenecks.

Conclusion: The Future of Support is Today

Achieving excellence in customer service requires a balanced mix of strategy, the right channels, and the power of AI. We have seen that centralizing everything under the Service ecosystem not only improves the user’s life but also makes our daily work much more fluid and professional.

In my opinion, technology is only brilliant when it manages to make us feel well-attended to, almost as if the brand has known us our whole lives.

What about you? Which channel do you prefer when you need help from a brand? Leave us a comment below or share this post if you think it’s time to raise the standard of service!

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