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Call to Resolution: NetSuite Solutions

12/19/2018

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Are separated  systems resulting in dissatisfaction from both your customers and support teams? Decentralized systems prevent your teams from seeing the entire picture. With NetSuite, you can provide users with a single, scalable, and automated system that is capable of hosting all of your customer and support data. With integrated data, your customers are seen in full-scope, which allows you to manage accounts effectively and efficiently. Additional support functions provide real-time performance analytics on an ongoing basis, so you'll mitigate errors and make changes quickly. Utilize this data for reporting, which will keep all members of your team on the same page. 

Our NetSuite team, comprised of CPA's and former controllers, understand the importance of customer insights and accurate data; both of which are critical to the success of your business strategies.  Our team understands because we have "walked a mile in your shoes". Visit us here to begin your free discovery session. 


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Omni-Channel Routing: Salesforce Solutions

12/11/2018

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Are you tired of the manual task of routing work items to your agents? Would your time be better spent doing something else? Introducing Salesforce Omni-Channel, a salesforce automation tool that allows managers to route work items, such as cases, live chats, and emails, to the right agents at the right time. This feature hosts two main routing options for users: Queue Based Routing and Skill-Based Routing. 

  • Queue-Based Routing routes work items based on designated queues.  Route work items to only the agents that are equipped to handle them. If one of your agents is unavailable, then Omni-Channel will route the item to the next qualfiied agent! This saves your team both time and effort and allows your agent's to help your customers quickly!
  • Skills-Based Routing, as the name implies, routes work items based on pre-defined skills in your Salesforce org. This gives you the ability to route your most complex work items to your most experienced agents! 

There are a number of additional capabilities you can expect, such as priority routing, item re-routing, and so forth. Our team would be more than happy to discuss this tool or any other Salesforce features that you may be interested in. Salesforce is an effective platform and a best practice for your organization! Visit us here to begin talking with one of our Salesforce Certified Consultants. 


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  • Firm Overview
    • What We Know
    • What We Deliver
    • What Our Customers Say
    • Leadership Team
  • Practice Areas
    • Advisory Consulting
    • Salesforce Consulting
    • NetSuite Consulting
    • Salesforce and NetSuite Integration
    • Managed Services
    • Private Equity Relationships
  • Customers
  • CX App
    • Installation Guide
  • Careers
  • Resources
    • NetSuite Video Demonstrations
    • Policies & Agreements
  • Contact Us