• Skip to main content
Client Portal
(888) 391-4493
  • Salesforce Services
    Salesforce Managed Services

    Maximize your ROI and say goodbye to costly in-house Salesforce staffing with StarrData Team as a Service.

    Salesforce Administration

    Stop worrying about the day to day details of Salesforce and outsource to a 5-star certified Salesforce team.

    Salesforce Implementation

    We'll help you get up and running quickly - from simple implementations to fully customized instances.

    Salesforce Optimization

    Get the most out of your Salesforce investment by fine tuning your instance specifically for your needs.

  • Salesforce Clouds
    Salesforce Revenue Cloud
    Salesforce CPQ

    Deliver fast & accurate proposals that empowers your sales team and maximizes company revenue.

    Salesforce Products
    Sales Cloud

    Empower your sales team by leveraging best practices throughout the company.

    Experience Cloud

    Connect your customers, employees & partners with the power of Salesforce.

  • Who We Serve
  • Success Stories
  • Blog
  • About
    Guaranteed Customer Satisfaction

    A commitment to customer satisfaction doesn’t go far without a process for ensuring it. Learn how the StarrData Action Loop works to guarantee customer satisfaction, eliminating misunderstandings and scope creep.

    5-Star Certified Salesforce Partner

    Since 2009, StarrData has helped hundreds of companies leverage the power of Salesforce. We are a 5-star certified partner with an experienced team of consultants, solution architects, engineers, and administrators.

    Success Stories & Testimonials

    Read first-hand accounts of how StarrData solutions, customizations and ongoing support helped clients in multiple industries get more out of their Salesforce investment, enhancing productivity and customer satisfaction.

    Commitment to Equality

    At StarrData we believe that all humans are equal, and diversity is a strength. We are committed to providing equal employment opportunities and world-class service to anyone, regardless of sex, color, gender, religion, or sexual orientation.

  • Talk to an Expert

Salesforce Case Management, Closing Cases & Building Trust – Salesforce Best Practice of the Week

By Darren Starr
Linkedin
X (Twitter)
Salesforce Case Management

Salesforce case management can be tricky at times.

But one best practice that is easy to remember–and will always build trust with your customers—is only close a case with the customer’s approval.

Once the case is resolved, ask the customer if it is OK to close it. They should be the one to tell you that it is resolved.

Even if it is obvious that the issue is resolved, the decision to close the case should be a mutual one made with the customer.

The customer will remember that you took the time to check with them. And at the same time you will build trust with the customer and create customer satisfaction too.

And that’s what Salesforce case management is all about: creating satisfied customers to grow the business.

Want more Salesforce tips?

 

Click here to download our FREE Salesforce Best Practices Guide!

Posted in Cloud Computing, CRM, Enterprise IT, Salesforce Best Practices, Salesforce.com
StarrData Logo

StarrData

3527 Mt. Diablo Blvd. #392
Lafayette, CA 94549

(888) 391-4493 x101

info@starrdata.com

Popular Links

  • Salesforce Implementation
  • Salesforce Managed Services
  • Salesforce Optimization
  • Salesforce Administration
  • Salesforce CPQ

Follow Us

Copyright© 2024 | Privacy Policy

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Contact Us Today

To speak with someone right away, give us a call at (510) 984-3648.

  • This field is for validation purposes and should be left unchanged.