5 apps to be more productive with salesforce cases

5 apps to be more productive with Salesforce Cases

Follow us @icsfdc

August 6th, 2013

www.InternetCreations.com

@icsfdc

Agenda

1. Case Flags2. Email to Case Premium3. Case Merge Premium4. Case Split5. Change Case Ownership Plus

www.InternetCreations.com

@icsfdc

1. Case Flags

○ Monitor your organization's response times with Cases via color coded flags.

○ Measure initial response time○ Let flags age only during your business's hours of

operation.○ Account-Specific Hours

www.InternetCreations.com

AppExchange Listing:http://ic.force.com/cf

@icsfdc

2. Email to Case Premium

○ Extends the basic functionality of Salesforce.com's standard email to case.

○ Add a comment and send an email in one click○ Inbound emails create clean Case Comments○ Auto Create new Contacts○ Canned Comments with Merge Fields○ Email Loop Protection○ Drag & Drop Attachments○ Add To, CC, and BCC Recipients with type-ahead

search

www.InternetCreations.com

AppExchange Listing:http://ic.force.com/e2cp

@icsfdc

3. Case Merge Premium

○ Enables authorized users to find duplicate Cases and merge them together.

○ Duplicate Case Indicator ○ Automatically redirects inbound emails to the new

Case○ Everything is archived○ Merge your favorite fields○ List view merging

www.InternetCreations.com

AppExchange Listing:http://ic.force.com/cmp

4. Case Split

@icsfdc

○ Split unrelated issues into new Cases.

○ Easily move or clone data from an existing Case to a newly created Case

○ Choose what's copied○ Supports standard and custom objects

www.InternetCreations.com

AppExchange Listing:http://ic.force.com/cs

@icsfdc

5. Change Case Ownership Plus

○ Save clicks when changing ownership of a case with this new, enhanced Change Case Ownership page.

www.InternetCreations.com

○ Assign ownership of cases faster

○ Automatically transfer open activities

○ Allows original case owner to maintain visibility

AppExchange Listing:http://ic.force.com/ccop

@icsfdc

Simple Survey

www.InternetCreations.com

○ Receive higher than usual response rates with 1 click surveys

○ Generate service ratings and optionally request comments

○ Branded email template and landing page with your logo

○ 100% native Salesforce app that is fully extensible with workflow, reporting, and Apex

Live Demo 8/27 at 2PM ET: http://internetcreations.com/events/

@icsfdc

www.InternetCreations.com

Questions?

AppExchange: ic.force.com/appexchangeFacebook: Facebook.com/WeAccelerateServiceTwitter: @icsfdc