Best Practices to Transform your Self-Service Experiences

Avoid the mistakes that make your self-service experience frustrating and inefficient

Salesforce Einstein bots can live in different channels (SMS or social).

When you combine these functionalities with Coveo, you start to see how Coveo brings another layer on top of Salesforce that allows for self-service functionality.

As manufacturers with reams of complex content in internal systems — it can sometimes be challenging to get the right answers, assets, and information when you need them.

You want your sales team focusing on hard questions that can’t be answered via other means. You want to pay them for their expertise in that field. Get initial questions answered easily through self-serve.

Bombardier, a global manufacturer of recreational products, was able to transform its global dealership self-service network to support over 4200 dealers and achieve new levels of customer efficiency and cost control.

The company’s self-service system was getting overburdened by the increasing number of dealerships, as well as by the growing complexity of their business processes.

They needed a robust, flexible, and scalable solution to allow them to process customer requests 24 hours a day, 7 days a week. The new system needed to be able to cope with peaks during busy periods.

Watch how Salesforce and Coveo work better together to enhance your portal experience driving more self-service and autonomy for stakeholders.

Let AI do the digging for you.