A unified customer view simplifies account management, improves service efficiency
With Salesforce Sales Cloud, VFS Global has streamlined the end-to-end process of managing client government data which includes opportunities, meetings, contacts, contracts, and pricing data.
All information on client government accounts is unified in a single view, making it easy for account managers to track the status and activity of each account by country, region, and city.
The company also uses Salesforce Service Cloud to build an omnichannel view of customer service queries coming in from various channels like phone, email, chat, web form, SMS, and WhatsApp.
The moment an agent enters the customer’s email ID or visa application number into Salesforce, reusable APIs built on MuleSoft fetch the customer’s details from various transactional systems.
The resulting 360-degree customer view helps agents resolve cases faster and more seamlessly.
“Earlier, our call centre agents used different systems to check the status of an application,” says Panchal. “But now, they have a real-time view of service interactions. They know which team is working on a case, where it’s stuck, if at all, and whether it needs more information from the customer. This helps them to follow up on cases more efficiently, and communicate with customers more transparently.”
Agents can also track what stage of the visa application journey the customer is at, and offer the right value-added services.
Approximately 4,570 users currently leverage Salesforce to serve customers across 158 countries.
Streamlined workflows strengthen compliance with SLAs
VFS Global also uses Salesforce to adhere better to the service level agreements (SLAs) of its client governments. Business rules defined on the platform ensure that every incoming call or email has the right SLAs attached to it.
Meanwhile, powerful dashboards simplify SLA measurement and monitoring.
“Since shifting from spreadsheets to Salesforce, we are able to monitor SLAs daily, report them weekly, and drill down into the data by country, visa application centre, service channel, case type, and various other parameters,” says Panchal.
Powerful encryption capabilities enhance data security
Given the sensitive nature of visa applications, VFS Global uses Salesforce Privacy Centre to encrypt, mask, and archive customer data in compliance with client government policies.
Supporting all these implementations is PwC, which has been a great strategic partner throughout VFS Global’s Salesforce journey.
“They’re collaborative, open, transparent, and constantly looking to improve – all of which is critical in a complex deployment like ours,” says Panchal.