More than 20 years ago, Salesforce started as a CRM platform. Today it is a more complete and broader ecosystem for organizations to enhance the customer experience and shopping journey. We can expand this view of customers for both end customers and clients as well as for partners and internal users of organizations. And the experience of each of them counts to make the wheel of the organization turn smoothly.
Your service and support strategy can be the key to enabling the productivity of your internal users, and it can ensure that your customers make better use of your products and services.
In this context, your strategy to support technology applications and users becomes essential, as it directly impacts the experience of internal users and customers. Two themes are fundamental to the success of supporting the digital transformation of your business.
Some methodologies can be applied to determine the size of the support division for each operation and organization. We have identified the following steps to forecast possible demand:
The Phase Out is the moment of transition when the development team delivers a project and the support team takes ownership of fulfilling user requests regarding the project. Knowledge Transfer from one team to another ensures that processes, rules and criteria are clarified so that the support team has the information necessary to perform their work.
The support team also needs to receive functional and technical training on the project, as they will need to guide users on possible business rule questions, how to navigate the system, map improvements, and even document incidents.
All levels of the support team (N1, administration and N3 development) aim to ensure satisfaction and a better service experience. This will be possible only with an understanding of what was requested, empathy and appropriate prioritization.
The digital transformation of a business does not end with the go live of the newest application. Adopting the new platform and using all its capabilities is critical to the success of the technological investment. There are no benefits to having a sophisticated solution if teams are not using it. And solid service and support strategy will ensure your teams adopt your new platform so you can maximize your time and financial investment in it.
To get help with your support strategy, visit OSF Digital’s Support & Maintenance Services page.
Sue Ellen Correa is Project Director at OSF Digital. Specializing in ITIL and ITSM, she focuses on structuring support operations on Salesforce to bring value to every service provided. Her passion is to train people and guide careers, and she also participates in IT professional training projects for Salesforce.
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