The challenge
Customer service and settlements teams needed structured, scalable workflows on Salesforce alongside modern telephony and digital engagement channels.
What Vantage Point delivered
- Ran discovery and build for the customer service team on Salesforce
- Completed discovery and design phases for the settlements team
- Delivered a Sales Cloud Einstein quick start and follow-on optimization
- Deployed Salesforce Digital Engagement for customer messaging
- Implemented NewVoiceMedia contact center telephony
Platforms
SalesforceSales CloudService Cloud
Services
ImplementationOptimizationIntegration
