Sales Cloud Lightning for Service Professionals

Connect sales and service to deliver the ultimate in end-to-end customer experience.

 
 

Get the full picture the first time.

Customers today expect a personalized experience where they don’t have to explain themselves twice. With sales and service on the same platform, agents have the data to quickly understand the customer’s situation and get right to the issue.

Get up to speed on a customer, fast.

With the data all in one place, there’s more room for collaboration. Because Sales Cloud Lightning captures all of the relevant information right on the account record, service agents can easily connect with the sales rep who knows the customer best. 

Deliver high-quality service, from anywhere.

Ensure your highest value customers receive the best care. Quickly respond to priority cases from anywhere with the Salesforce mobile app. Increase customer happiness with real-time insights gained from sales.
 

Connect Sales and Service Around the Customer

 

Find the top Sales Cloud Lightning features for service professionals here:

 
 

Accounts and Contacts

Get a complete view of your customers, including case history, contacts, and internal and customer communications.

 

Reports and Dashboards

Easily track lead volume, conversion rates, and every part of your pipeline for a real-time view of the state of your business.

 
 

Workflow and Approvals

Design and run any business process, including escalations, case routing, and flexible approvals, with just a few clicks.

 

Files Sync and Share

Now it's easier than ever to share and collaborate on files from anywhere. Track changes to files and quickly find what you're looking for on any device.

Take an interactive guided tour.

See how companies of all sizes can use Salesforce to drive success on every deal, every day. This interactive tour guides you through the different capabilities of the world’s #1 CRM app today.