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Salesforce@Webex

Salesforce at Webex: Case Handling

Webex, an information technology organization in the United States, uses Slack from Salesforce to support customer service operations for agents and team leads.

Value results

CategoryValue result
ProductivityFewer stalled items because case handling has a clear owner
ProductivityHandoffs in customer service operations sit in a shared queue instead of a mailbox trail
CapabilityNew joiners can see how customer service operations actually runs

Story

Webex did not need another dashboard that nobody opened. It needed customer service operations to move. In the United States, agents and team leads already knew where case handling went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.

Slack from Salesforce is now in that path. Salesforce is the enterprise customer relationship platform for sales, service, marketing, and customer data, with Slack as the collaboration layer. The company treats it as production tooling for customer service operations, which is why agents and team leads live in it rather than exporting from it once a quarter.

Webex can show how case handling is handled today. That is the value: a repeatable way to run customer service operations on software the rest of the industry already recognizes.

Relationship map

Webex uses Salesforce, Coupa, Freshworks, monday.com, Datadog, SentinelOne, Tenable, Dropbox, Workday. Shared with 1Password, AB InBev, Adidas, Ahold Delhaize, American Airlines. Industry: Information Technology. Value: Productivity, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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