industry
Technology, Media & Telecommunications

Regional telecom provider modernizes service management on Salesforce

Context

A facilities-based, full-service telecommunications and data provider serving the New York and New Jersey metropolitan markets needed to overhaul a service operation that had outgrown its manual processes. There was no system for handling cases outside standard sales scenarios, address verification for serviceability was done manually by engineers, and Service Cloud had been managed by product teams rather than the service organization. The business had no tracking or monitoring system for major cases and outages, no organized dispatch process for regular and emergency repairs, and a non-standard sales request workflow with no structured path through the system. 

Value Created

Increased
efficiency and productivity within Network Operations Center support teams
Streamlined
ICB processes for more responsive and effective commercial sales operations
Enhanced
customer satisfaction through broadcast email functionality and stronger field service operations

People

VALUE LEVERS 

  1. Service Cloud overhaul with industry best practices for the service organization
  2. Incident Management for outage response and resolution tracking

HOW WE DID IT 

  • Overhauled Service Cloud with industry best practices, transferring ownership from product teams to the service organization and giving support teams the tooling and processes to manage cases independently
  • Implemented Incident Management for streamlined outage response and resolution tracking, giving the Network Operations Center a structured process for handling major cases and outages that had previously gone untracked
  • Gave NOC support teams visibility into case status, outage history, and resolution timelines through a centralized Service Cloud environment built for service operations rather than product management

Process

VALUE LEVERS 

  1. ICB process integration within Sales Cloud for non-standard sales requests
  2. Organized dispatch process for routine and emergency field repairs

HOW WE DID IT 

  • Integrated the ICB process within Salesforce Sales Cloud to give the commercial team a seamless, structured approach to managing non-standard sales requests, replacing a workflow that had no system support
  • Built an organized dispatch process for both routine and emergency repairs, replacing the manual coordination that had slowed response times and created inconsistency across different work types
  • Streamlined the end-to-end case handling process from initial request through to field resolution, connecting the commercial and service operations that had previously operated without a shared system

Technology

VALUE LEVERS 

  1. Field Service enhancement for routine and emergency dispatches across multiple work types
  2. Broadcast email functionality for customer communications

HOW WE DID IT 

  • Enhanced Field Service capabilities to cover both routine and emergency dispatches, addressing multiple work types in repairs and giving field teams a structured platform for job execution and status tracking
  • Replaced manual address verification for serviceability with a system-supported process, removing the engineer time that had been consumed by manual checks and slowing commercial response times
  • Enabled broadcast email functionality to support proactive customer communications across the service operation, giving the team a channel for outage notifications and service updates that had not previously existed

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