Salesforce Service Cloud

Salesforce Service Cloud is Salesforce’s customer relationship management (CRM) and support platform. Service Cloud is based on a sales cloud that enables users to automate service processes and streamline workflows. Service Cloud helps businesses generate leads, opportunities, and sales.

Process advantage

Provide Outstanding Customer Service from The Beginning

Salesforce Service Cloud is the state of the art for integrated, powerful software that helps customer service departments operate more efficiently. The benefits of its out-of-the-box usability revolve around your team's ability to work more efficiently right away.

Reduce Customer Service Team’s Workload

Assign the best rep to each inquiry, thanks to Omni routing. Train reps on the go by observing performance data and have them train others. Equip agents with the right technology to enable them to delight customers by scheduling and routing tasks to the most suitable agents.

Easy Sharing Information Between Departments and Users

Maintain a healthy workload for everyone. Easily train customers via private messages. Let your co-workers know about your availability. Make every interaction seamless and personalized by keeping all data accessible to every customer.

Work From Any Location

Keep mobile employees updated with apps to get the job done right. It’s a cloud, you can log in from anywhere, which means handling customer service requests right away from the mobile.

Features Of Service Cloud

  • Lightning Service Console

    Improve agent productivity by giving them a comprehensive 360-degree perspective of clients with the next-generation agent experience, which puts all information at their fingertips.

  • Case Management

    Resolve cases faster with a full view of each customer interaction on one dashboard with the intelligence of omnichannel routine.

  • Workflow and Automation

    Workflow allows to customize and automate any customer service or approval procedure with drag-and-drop ease.

  • Asset and Order Management

    Track Customers' assets, orders, support history, and other information in one place for a complete picture of their activity.

  • Telephony Integration

    Integrate with the most widely used CTI systems. When consumers call, take notes right away and manage calls from the console without having to touch the phone.

  • Social Customer Service

    Communicate and reply on the go to customers on social media like Twitter, Facebook, Instagram, and others.

Business Impact

Our USPs

Our experts identify earnings aligned with strategic objectives so you can innovate and grow with every successful project.


We deliver projects from beginning through end with an interdisciplinary approach that blends various skill sets needed on any given project


Encompassing Niche, Novelty, Navigation, Nimble, Nurturing, Nirvana – helps develop tailored solutions for your organization right from discovery, ideation, planning, to implementation, adoption, and continuous innovation.


Our end-to-end support service that helps you with any issue or concern your company needs.


Our Services

Managed Services

NavYaan's fractional resource model provides you the flexibility and scalability of an entire team of Salesforce certified experts who can help you build, scale, and support your business processes wherever you need them, 24x7, 365 days a year.

Discover More

Industry: Manufacturing

The company offers a range of conduit solutions for telecommunications, power utility and other accessories. They were facingchallenges with their existing Salesforce Sales Cloud instance and SAP ERP system. They were facing too many data integration challenges, their product and pricing configurations in SAP were too complex which led to hinderance in Sales and operations. Our team did a thorough health-check of existing orgs, migrated existing Salesforce Classic Sales Org to Lightning and implemented CPQ to simplify and automate their contracting process

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