Robust Customer Query Resolution using Salesforce Portal for USA’s Leading Housing Consultant
Executive Summary
Our customer is a leader in the affordable housing sector who wanted to revolutionize their operational capabilities to better serve their clientele and manage data more effectively. The goal was to create a comprehensive portal that not only streamlined customer support and data management but also seamlessly integrated with their existing Salesforce reports.
Project Highlights
- Details about the enhanced case management system.
- Insights about the innovations done to streamline asset management.
- How to analyze reports within the portal.