Vision 360 - A Salesforce Native Customer Success Solution

StreamForce offers a comprehensive solution to improve Customer Success Management by providing an Omni-channel experience for engaging with customers at every stage of their journey, all within the Salesforce instance. With Vision 360, you can get real-time context without waiting for integration with other tools, and manage all your conversations across different teams in a single thread.

Our Customer Success experience, built entirely within Salesforce using best practices, simplifies workflows and eliminates the need for separate licensing with different products. Your teams can work in one place, within one system, and all with the customer journey in mind.

StreamForce’s approach allows your teams to stay focused on customer success by providing a simplified workflow and a unified view of customer data. Our expertise in Salesforce’s APIs and other technologies enables us to integrate data from proprietary systems and export it to visualization tools for comprehensive reporting.

Customer Journey
Solution Features:
  • Customer 360 – Empower your CS Team with unparalleled insights. Seamlessly integrate all the data necessary for executing successful customer success plans, giving your team the edge they need to excel.
  • Playbooks and Success Plans – Effortlessly configure, design, and customize Playbooks and Success Plans to align with your unique business needs and objectives, all without the need for a dedicated CS tool administrator.
  • Renewal/Extensions Center – Your CS team’s ultimate command center. A single, intuitive platform where they can effortlessly manage their entire book of business, strategize for the day, week, month, or even year ahead.
  • Activity Tracking –With all the teams being in Salesforce, they can simply look at the activities to see who has touched the contact and how to approach to successfully nurture the account.
  • Customized Email Cadences – Simple, clean, and easy. Automatically send merged emails to customers on a schedule. Select the cadence, who you want it sent to, and let the system do the rest.
  • 3rd Party Integration – Whether it’s Pendo or AWS or Google, if it connects to Salesforce, we can integrate it. No need to reinvent the wheel when we can piggyback off the most popular CRM in the world and their investment in their APIs ecosystem
  • Survey Tooling -Leverage Salesforce’s survey tool or add a different survey tool to gather the CSAT and NPS to let the team know how they are doing!
  • And the best part? No additional resources required. Your current Salesforce administrator can seamlessly manage it all, leveraging their existing skills to drive success. Plus, gain instant access to standard dashboards and reports tailored specifically for your CSM personas, providing actionable insights at your fingertips.

Reinventing, Reinvigorating, Reassessing and Redefining your Business Processes and Technology toward a future of digital transformation that delivers innovation at speed and scale to meet your business needs.