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Optimizing customer service with Salesforce native process mining and AI

Optimizing customer service with Salesforce native process mining and AI

Author:

Chief Strategy Officer

Last Updated:

December 4, 2024

Join Mike Bogan, Chief Strategy Officer, and Jeremy Horan, Business Development, to learn how you can accelerate business process workshops, automate org health monitoring and implement code fixes that will save you hundreds of hours of work, improve customer success and provide you new ways to visualize your customer service processes. 

Whether you’re using Service Cloud, Field Services, Financial Services or any other part of the Salesforce platform to manage your customer service, getting rapid insights into bottlenecks, agent adoption and technical restraints holding back optimal customer experiences is paramount. 

The Hubbl Technologies platform powers next-gen customer service management using the first ever process mining application built on Salesforce combined with AI-driven org optimization monitoring.

What we cover:

  • Visualize Case processes: learn how to use the first ever Salesforce native Process Mining AppExchange App to identify bottlenecks in your service processes in minutes.
  • Uncover service automation inefficiencies: learn how to get a personalized game plan to improve the health of your customer service automations in minutes.
  • Automate code fixes: learn how to use AI assistants to generate code fixes to improve your customer service processes.
  • Improve AI/Agents with better documentation: learn how to automate generation of documentation for your metadata. You’re not alone, 20% of the metadata in the average org has no description. 
  • Track adoption: learn how to see how many different ways a process is being executed and where agents are creating workarounds.
  • Accelerate change management: learn how to visualize processes before/after an implementation to validate & communicate ROI and provide training opportunities.
  • Proactively monitor org health: learn how to track org health automatically over time.

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