Omnivise Consulting

Salesforce Service Cloud

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Why Choose Us

1. Trusted and Reliable Technology Partne

Our process champions can analyse existing end-to-end business processes and end to end architecture landscape, identify bottlenecks, and recommend improvements to streamline operations. By adopting industry best practices and leveraging technology, the service management business can achieve greater efficiency, reduced costs, and improved customer satisfaction.

2. Tailored Innovation for Customer needs

Our Principal architects and tech gurus can assist in selecting and implementing the right platforms and business management software, such as ServiceNow, Salesforce, IFS or Microsoft Dynamics, tailored to the specific needs of the business. This can enable the business to automate workflows, manage incidents, and enhance communication with customers and employees.

Frequently Asked Questions

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, agent productivity, and more. CRM tools can now be used to manage customer relationships across the entire customer lifecycle, spanning marketingsalesdigital commerce, and customer service interactions.

A CRM solution helps you focus on your organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

Salesforce is the customer company. We make cloud-based software designed to help businesses connect to their customers in a whole new way, so they can find more prospects, close more deals, and wow customers with amazing service.

Customer 360, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information, so that your company can become a customer company, too.

It helps teams work better together. Your business may use a single Customer 360 app, or a combination of many. By improving team communications and productivity, businesses drive greater success.

Connect the dots between marketing and sales.
Use the Marketing Cloud app to send targeted, personalized messages to prospects, right where they are most likely to engage with them. When customers click on your ad or website, an automated message is sent to sales, notifying the team of a new lead.
Make service the secret to your success.
Because your support team can see all your customers’ information, team members can better deliver those essential surprise-and-delight moments. And big issues get resolved faster with cross-company case swarming using Salesforce Service Cloud. Learn more.

You can also try out Sales Cloud free for 30 days to convert more leads and close more deals 2. Salesforce offers different pricing plans for all their products such as Sales and CRM products, Service Cloud, Marketing Cloud Account Engagement, Salesforce Anywhere and Einstein. You can compare Salesforce product features, benefits and costs across any edition including Essentials, Professional, Enterprise or Unlimited 3.

If you want to start your free trial of Salesforce CRM, you can sign up on their website. With your 30-day trial, you get pre-loaded data or upload your own pre-configured processes, reports, and dashboards guided experiences for sales reps, leaders, and administrators online training and live onboarding webinars 4.

Check out our Salesforce Pricing and Packaging Guide, which will walk you through your options for investing in a Salesforce platform.

Salesforce customers have two options for investing in our platforms and CRM system.

  • Editions: When a customer buys an edition, they’re getting a single package that bundles some of our most popular features.
  • Add-ons: Customize your CRM solution with add-ons in order to get exactly what your business needs. Add-ons have different tiers of functionality, similar to how our editions have varying levels of functionality for most products.

To learn more about our products and their costs, please visit the Salesforce Product Pricing page.

For organizations in the nonprofit, education, or philanthropy sectors, Salesforce offers a special version of our CRM platform and other solutions. The website gives more insight into how to qualify for reduced- or no-cost solutions for your organization.

As always, our representatives are available for a no-pressure consultation to help you figure out the best CRM solution for your budget and business needs. We can find the services and packages that will serve your current needs, with plenty of options for growth in the future.

A CRM platform can help increase sales because it simplifies and smooths the interactions between a company and its customers. By serving as the organized, complete customer relationship management platform — full of data, analytics, reports, notes, and more — a CRM platform can help companies make objective decisions that best serve their current customers and allow them to reach new customers more effectively.

Learn more:

1. Call volume

Have you seen a decrease in calls?

Customers want service to be as easy as placing an order on an app for food delivery or requesting a lift through a rideshare service. They’re used to getting an accurate, up-to-the-minute estimated time of arrival. 

Call volume can be one of the most important field service KPIs to monitor, helping you get a better handle on efficiency. If your dispatchers are still fielding a high volume of calls with scheduling requests and status updates, use appointment assistance on your customer-facing app. 

2. Timeliness of On-Site Arrival

Are your mobile workers meeting customer expectations for punctuality?
Nothing is more frustrating for customers than receiving inaccurate estimated arrival times, as it wastes their valuable time. If you’ve integrated a connected solution but your field service metrics reveal that your frontline workers are still failing to reach job sites on schedule, consider the following remedies:

Route Optimization: Empower dispatchers to efficiently manage each location, identify the most efficient routes, and aid in planning by providing a comprehensive map view on their screens.

Intelligent Planning: Access real-time intelligence, enabling a comprehensive overview of your mobile workforce. With visibility and AI-generated recommendations, you can assign (or reassign) the most suitable employees and contractors to each task based on factors like location, availability, skills, and equipment.

Geolocation Tracking: Incorporate GPS technology into your field service app to guide your mobile workers along the shortest path to the site, offering dispatchers a comprehensive resource view in the field.

3. Jobs per day

Are you scheduling in the most efficient way?

A major benefit of a field service management solution is having better visibility into field service KPIs that show what’s happening in the field. Dispatchers can optimize simple or complex scheduling and take on more jobs by seeing as little as two weeks and as much as six months ahead to make appointments and account for absences. 

4. First-time fix rates

Are your workers able to solve issues in one visit?

If your frontline service workers still struggle with resolving cases on the first visit, make sure they have the best mobile capabilities for hitting field service KPIs like this one.

5. Customer satisfaction

Is your 5-star effort getting 5-star reviews?

In the past, field service had little to no visibility into customer satisfaction (unless, of course, a customer called to complain). Now, there are more ways than ever to gain insight into one of the most critical field service KPIs: customer satisfaction.

6. Employee and contractor turnover

Are your processes helping you keep workers happy and productive?

Field service sees a high turnover rate from mobile workers who struggle to get paid on time due to slow, manual time-tracking and approval processes. One of the most important field service KPIs to monitor is turnover, so you can see if employees are satisfied in their roles.

7. Overall costs

Is your field service management solution clearly saving you money?

Your connected field service management solution drives efficiencies for dispatchers and improves productivity in the field with a complete view of the customer

In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use apps on AppExchange.

Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.

You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-667-6389 to see what works for your business.

Simply fill out the free trial form, and your free trial will open inside the same window. From there, you can import data in minutes and take a look at everything we can do for your business. Trial subscriptions cannot be used in a production capacity and must be used only for non-production purposes.

Whenever you’re ready to buy, hit “Subscribe Now” from within your trial to purchase licenses. When your trial expires, you will be prompted to buy or give us a call for more info.

Our entire business is built on trust and security; over 150,000 businesses trust Salesforce to keep their data safe in the cloud. We work everyday to make our platform safer, more secure, and more transparent.

Visit our to get a real-time view of platform performance and security, as well as our compliance certifications and security documentation.

Success Speaks Louder

Omnivise Consulting: Where expertise meets unwavering dedication, fostering our business growth with brilliance

Jennifer M.

Program Manager in Large Essential services provider Australia and New Zealand

Having experienced consultants who are across the detail, proactive and engaged made a huge difference. The business and key stakeholders had a lot of respect and trust for Chandan and Omnivise consulting team.

Aug 30, 2023

Chris F.

Scheduling Manager for Large essential services provider company

Team Omnivise Consulting were the ace team on our Field Services migration project. They consistently met deadlines, extremely knowledgeable in Field Services and the tools and integration.  

Jun 8, 2023

Rebecca L.

Program Manager Large Utility company

Karanjit and team were proactive at finding solutions to help address any blockers and issues. Engagement with business and the ability to collaborate with the project stakeholders is world class.

Nov 25, 2022

Natalie Pearce

Cofounder of The Future Kind Collective

I would highly recommend Omnivise Consulting team. They are very skilled Salesforce partners and knowledgeable in Utilities industry domain. Quality implementation in time delivery and assistance with resolving some of the product issues were highly appreciated by our business.

Feb 8, 2023

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