Account Insights Tableau Next Dashboard
Unlock key Service Insights instantly from any account record page
Overview
The Account Insights dashboard is a solution that will unlock instant access to key service insights such as case & order history and website engagement for any user needing a quick summary of any specific account directly from that account's record page
Which support cases are the highest priority at a glance?
What website pages have a customer visited, how much have they spent (and on what types of services or products), their current and historic NPS and CSAT, and other key points in their journey
What was a customer doing or viewing on the website when they opened a case?
How many cases has a customer opened and how quickly have they been resolved in the past?
Who is my customer? (E.g., where do they live, how old are they, and how can I contact them?)
How satisfied has this customer been with their past service experiences?
How much has the customer spent with us, and on what, each month over the last six months?
The amount of time that it takes to predict and resolve issues with customer service can be incredibly costly: not only time and the revenue from lost customers, but also the cost of acquiring new customers, and the impact to your reputation can have severe long-term impacts. Atrium's Accelerator for Service Cloud connects to Data Cloud to provide a 360-degree view of the customer—and their importance to your business—enabling quick prioritization and case resolution for customer service agents. With this Accelerator, provide your organization with measurable outcomes such as improved NPS and CSAT, faster case resolution, and more cases resolved per agent as a result.
Categories
- Business Needs
- Customer ServiceAnalyticsData Visualization
- Personas
- Sales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyAgentforceManaged Package