CASE ASSIGNMENT

An Introduction to Case Assignment in Salesforce

Effective case assignment systems are pivotal to maintaining customer satisfaction and operational efficiency in service management. Properly implemented in Salesforce, it ensures that each customer query is directed to the most suitable agent, thereby improving response times and service quality.
ortoo apps for salesforce

Understanding Case Assignment

Definition of Case Assignment

Case assignment in Salesforce involves the routing of customer enquiries or service requests to the appropriate customer service agent based on predefined criteria.

Importance of Case Assignment

Next Generation Service Teams

Leveraging AI and dynamic service automation on Salesforce.

The Top 10 Most Effective Service Cloud Apps

Streamlining the Salesforce lead assignment process in the pharmaceutical landscape.

Benefits of a Case Assignment System

A robust case assignment system brings significant improvements in response times, agent productivity, and scalability, ensuring customer issues are efficiently managed and resolved.

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Improved Response Times and Customer Satisfaction

With automated case assignment, customer issues are promptly addressed, leading to higher satisfaction levels. This is especially critical for maintaining a competitive edge and ensuring customer loyalty.

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Enhanced Agent Productivity

Optimises workload distribution, ensuring agents handle tasks aligned with their expertise and availability. This leads to more efficient use of human resources and a more motivated workforce.

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Scalability and Flexibility

Easily adapts to increased case volumes, maintaining efficiency during high-demand periods. This scalability is vital for businesses experiencing growth or seasonal spikes in service requests.

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Further Reading

Escalating High-Priority or Complex Cases Automatically in Salesforce

Q-assign’s advanced routing functionality facilitates the automation of case escalation, directing critical issues to the right agents swiftly.

Assigning Cases in Salesforce to the First Available Customer Service Agent

Q-assign for Service, the native Salesforce app, can optimize the assignment of cases to customer service agents based on real-time availability.

Challenges in Case Assignment

Case assignment faces significant challenges, including delays, errors, and uneven workloads, all of which can negatively impact customer service and satisfaction.

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Common Issues

Manual case assignment can lead to delays, errors and uneven workload distribution among agents. These issues can significantly degrade the quality of customer service and increase operational costs.

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Impact

Poor case routing negatively affects customer service and satisfaction. Customers expect quick and effective responses and failure to meet these expectations can result in lost business and damage to the brand’s reputation
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Strategies to Overcome Challenges

Utilising Salesforce tools to automate and refine the case assignment process. Automation reduces the risk of human error and ensures that cases are handled promptly and by the most suitable agents.

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Further Reading

Omni-Channel Routing in Salesforce

Adding advanced routing logic to your Salesforce Omni-Channel instance can transform team effectiveness, dramatically improving both productivity and performance.

Ortoo Case Assignment with Salesforce Omnichannel

Enhancements

Ortoo enhances Salesforce Omnichannel routing with AI-driven case assignment for intelligent routing and prioritisation. This integration leverages real-time data and advanced algorithms to ensure that each and every case is handled effectively and by the most appropriate agent.

Real-World Examples

Case studies demonstrate significant improvements in efficiency and customer satisfaction using Ortoo solutions. For instance, companies like Sage Intacct and Verivox have seen remarkable improvements in their service operations since implementing Ortoo’s case assignment solutions.

Further Reading

Sage Intacct’s Customer Support Transformation with Ortoo

Sage Intacct need a Salesforce case assignment system that can handle complexity and volume, allows them to scale their operations, keep every customer happy, and all without overloading their team.

Improving Loan Case Assignment at Verivox with Q-assign

By implementing Q-assign, Verivox optimized the distribution process, resulting in 75% of cases being addressed within the first 30 minutes, enhancing their overall service quality.

Skills-based Assignment with Q-assign and Salesforce Omnichannel

Learn how to optimize your Salesforce Omnichannel with skills-based assignment using Q-assign. Discover strategies for matching cases to the best-suited agents, enhancing efficiency and customer satisfaction.

Episode

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Case Assignment for Salesforce Field Service

Efficient case assignment in Salesforce Field Service is crucial for managing mobile and remote teams, ensuring timely and precise service delivery.

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Specific Requirements

Field service scenarios require precise case assignment to mobile and remote service teams. These teams often deal with time-sensitive and critical service issues, making efficient case routing essential.

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Integration

Ortoo integrates case assignment with Salesforce Field Service tools, thereby improving operational efficiency. This integration ensures that field service agents receive the right cases based on their location, expertise and availability.

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Benefits

Mobile teams benefit from improved task management and service delivery. They can handle more cases effectively, reducing downtime and increasing customer satisfaction.

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Further Reading

Transforming Field Service Operations in Salesforce with Case Orchestrator

Effective handling of a vast array of service requests is vital to maintain high customer satisfaction and operational excellence.

Components of Effective Case Assignment Rules

Essential Elements

Key factors include using AI and automation to enhance the effectiveness of case assignment rules. These components ensure that cases are assigned based on the most relevant criteria, such as agent skills, workload and customer priority.

Examples

Detailed configurations and examples of rule setups in Salesforce to optimise case distribution. These examples help businesses implement best practices and achieve optimal results.

Intelligent Case Assignment Rules in Salesforce

This use case explores the transformative impact of Ortoo’s Q-assign for Service, focusing on enhancing case management efficiency through optimized case assignment rules.

Round-Robin Assignment in Salesforce: The AI Effect

Exploring the capabilities of Salesforce’s round-robin assignment and its ideal use cases.

Case Assignment Vs Case Deflection

Case assignment directs issues to the right agent, whereas case deflection reduces case volumes through self-service options, both enhancing customer service management.

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Differences

Case assignment focuses on directing issues to the right agent, while case deflection aims to reduce case volumes by providing self-service options. Both strategies play crucial roles in effective customer service management.

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When to Use

Poor case routing negatively affects customer service and satisfaction. Customers expect quick and effective responses and failure to meet these expectations can result in lost business and damage to the brand’s reputation.

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Benefits

Integrating case deflection with assignment improves overall service efficiency and customer satisfaction by ensuring customers receive quick answers to common issues and personalised support for more complex enquiries.

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Further Reading

Improving Salesforce Case Deflection Rates with Q-assign

Join us for a short webinar showcasing how you can benefit from implementing a Case Deflection engine in Salesforce, with Q-assign.

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Maintaining Fair Case Distribution

Importance

Ensuring a fair distribution of cases among service agents prevents burnout and maintains high service standards. Fairer case distribution also promotes a healthy work environment and keeps agents motivated.

Tools and Techniques

Utilise tools to monitor and adjust case distribution rules, ensuring balanced workloads. The deployment of skills-based routing and workload balancing can help maintain fairness and efficiency.

Monitoring and Adjusting

Ensure that you regularly review case assignment data and adjust rules as necessary, to address any imbalances. This proactive approach helps maintain fairness and efficiency over time.

Skills-Based Case Routing in Salesforce: Focus on Agent Expertise for Superior Customer Service

Q-assign for Service excels in aligning customer needs with agent skills, ensuring a high-quality service experience.

ORTOO'S SOLUTIONS FOR CASE ASSIGNMENT

Ortoo offers powerful solutions like Q-assign and Case Orchestrator that integrate seamlessly with Salesforce, thereby providing advanced case assignment capabilities, to boost operational efficiency and customer satisfaction.

q-assign - Assign any work item to the best available Salesforce user via intelligent rules and dynamic Plug-in Actions

Q-assign

An advanced tool that automates the assignment of work items based on intelligent rules and AI-driven algorithms. It ensures that each task is matched to the best-suited Salesforce user.
case orchestrator - hyper optimised case management for salesforce

Case Orchestrator

Enhances field service operations by optimising the assignment and management of service tasks. It integrates with Salesforce to provide a comprehensive solution for managing field service cases.

CASE STUDIES AND SUCCESS STORIES

Sage Intacct Case study Salesforce Ortoo Apps Q-assign

SAGE INTACCT

Sage Intacct’s Customer Support Transformation with Ortoo

Sage Intacct need a Salesforce case assignment system that can handle complexity and volume, allows them to scale their operations, keep every customer happy, and all without overloading their team

case study for verivox featuring ortoo app's q-assign

VERIVOX

Improving Loan Case Assignment at Verivox with Q-assign

Verivox faced challenges in efficiently assigning loan cases to its consultants, leading to delayed response times and lack of control. By implementing Q-assign, they optimized the distribution process, resulting in 75% of cases being addressed within the first 30 minutes, enhancing their overall service quality.

rapid7 case study

RAPID 7

Improving response times in response to changing business needs.

The visibility, analytics, and automation delivered through Rapid7’s Insight cloud simplifies the complex and helps security teams reduce vulnerabilities, monitor for malicious behavior, investigate and shut down attacks, and automate routine tasks.

splunk case study

SPLUNK

Improving team productivity & performance across multiple locations.

Splunk needed an intelligent assignment solution for routing IT support requests to agents sitting across multiple international locations. They needed Q-assign.

Implementing Case Assignment Tools in Salesforce

Implementing Ortoo’s case assignment tools in Salesforce can transform your customer service operations. The process is straight-forward and the benefits can be substantial.

Industries Benefiting

Numerous industries, including banking, technology and healthcare, benefit from Ortoo’s case assignment tools, which help to optimise their customer service management process.

Getting Started

Contact Ortoo’s sales team to discuss your needs, schedule a demo, or sign up for a free trial. Our team will guide you through the implementation process, ensuring a smooth transition and quick adoption.

Hyper-effective case assignment is crucial for maintaining high customer service standards. Ortoo’s advanced solutions integrate seamlessly and natively with Salesforce, providing the tools needed to fully optimise your case assignment system, enhance productivity and improve customer satisfaction. Explore Ortoo’s suite of solutions to truly revolutionise your case management process and achieve new levels of productivity and effectiveness.

Banking: Cashing in on Optimised Case Management

Streamlining customer service case assignments in the banking sector using Q-assign.

Next Level Customer Service Software: Case Orchestrator

How AI-Driven Customer Service Software Can Transform Global Service Operations.

Replace a Case Assignment System

Healthcare software provider deploys Q-assign to replace an outdated case assignment system