Agent Productivity

Articles

5 Steps to Build a Clean and Efficient Case Page Layout in Salesforce Service Cloud

Improve your Salesforce Service Cloud case page layout! Learn 5 easy steps for support teams to build a clean, efficient, and effective layout.

Forward emails to create cases on behalf of the customer in Salesforce

Whether you’re managing a busy support inbox or simplifying your team’s workflows, Email to Case Premium ensures the correct information is automatically added to the right cases. The Forward to Case feature is the perfect example of how it does this.

Salesforce Cases: How To Improve Initial Response Time by 46%+

Stop losing customers to wait times: Streamline Salesforce case management with Case Flags, visually prioritizing cases and dramatically improving agent response.

From Cost Center to Revenue Generator: A Customer Support Leader’s Guide

Customer service professionals often find themselves viewed as a necessary expense rather than a strategic asset. But what if we told you that customer service could be transformed from a cost center into a revenue generator? Let’s explore how we can shift this perception and unlock the true potential of our team.

Texas Partners Bank Uses 4 Vicasso Apps to Build Stronger Customer Relationships

Texas Partner Bank uses Case Split, Email to Case Premium, File Slayer, and Simple Survey to build customer experiences that help their business thrive.

3 Native Salesforce Apps to Save Your Service Costs

There are day-to-day administrative tasks costing your support agents time, and therefore costing you money. But simply knowing there are proverbial leaks in your lifeboat isn’t enough. What can you do to plug the leaks and start saving on service costs? Here are 3 apps built within the Salesforce ecosystem that can save your customer service team time and money.

How to Eliminate Pesky Email Signature Attachments in Salesforce

Declutter Salesforce and boost support efficiency: File Slayer removes unwanted images from cases and emails, ensuring agents focus on what matters.

Client Success Stories

Texas Partners Bank Streamlines Their Multi-Team Service Process

Texas Partners Bank improved customer experience, and streamlined their service process despite the complexity of several different specialty service teams.

Webinars and Events

Dreamforce Preview: How AI & Automation Can Fire Up Agent Productivity

The Vicasso Product team will outline ways to use AI and automation in your Salesforce customer support processes to fire up agent productivity.

Case Flags: Three Ways to Improve Responsiveness

See three methods of using Case Flags to prevent cases from slipping through the cracks.

Ten Things You Wish You Knew about Email to Case Premium

Ten things you wish you knew about Email to Case Premium that will take less than 20 minutes to implement for your support team.